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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

174 hedge funds and large institutions have $774M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-11
Holders Change %
-5.95%
% of All Funds
2.75%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
20
Increased
64
Reduced
77
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
$46.4M
2
RA
RFG Advisory
Alabama
$92.8M
3
SC
Savant Capital
Illinois
$16.7M
4
LPL Financial
LPL Financial
California
$75.5M
5
CFA
Capstone Financial Advisors
Illinois
$15.3M

Top Sellers

1
PWMG
Prestige Wealth Management Group
New Jersey
$23.8M
2
Wells Fargo
Wells Fargo
California
$4.11M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
AAS
Avantax Advisory Services
Texas
$2.66M
5
GSEP
Golden State Equity Partners
California
$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$7.68M -$344K -7,194 -4%
SWP
27
Stratos Wealth Partners
Ohio
$7.66M -$4.4M -91,863 -36%
Morgan Stanley
28
Morgan Stanley
New York
$7.55M -$2.96M -61,793 -28%
LFPWM
29
Leicht Financial Planning & Wealth Management
New Jersey
$7.52M +$319K +6,667 +4%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$6.84M +$469K +9,799 +7%
CGFA
31
Colton Groome Financial Advisors
North Carolina
$6.72M +$1.02M +21,224 +18%
3LCM
32
3D/L Capital Management
Connecticut
$5.93M +$105K +2,185 +2%
Osaic Holdings
33
Osaic Holdings
Arizona
$5.07M -$29.8K -623 -0.6%
AWS
34
AJ Wealth Strategies
New York
$4.3M +$3.7M +77,321 +617%
Wells Fargo
35
Wells Fargo
California
$4.11M -$8.89M -185,864 -68%
RIA
36
Regal Investment Advisors
Michigan
$4.07M +$57.1K +1,193 +1%
MML Investors Services
37
MML Investors Services
Massachusetts
$4.01M +$641K +13,398 +19%
EWM
38
Echo Wealth Management
Minnesota
$3.92M -$127K -2,760 -3%
CAN
39
Cetera Advisor Networks
California
$3.69M +$1.61M +33,571 +77%
WP
40
WealthPLAN Partners
Nebraska
$3.67M +$132K +2,893 +4%
WIM
41
WealthPlan Investment Management
Nebraska
$3.67M +$3.67M +80,690 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$3.63M -$2.87K -60 -0.1%
FPIS
43
Financial Planning & Information Services
Wisconsin
$3.59M -$1.15M -24,042 -24%
RIG
44
Roosevelt Investment Group
New York
$3.43M +$160K +3,342 +5%
GSEP
45
Golden State Equity Partners
California
$3.2M -$4.97M -103,728 -61%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2.83M -$533K -11,147 -16%
RJA
47
Raymond James & Associates
Florida
$2.67M +$433K +9,058 +19%
AAS
48
Avantax Advisory Services
Texas
$2.66M -$5.84M -122,093 -69%
SFG
49
SNS Financial Group
Minnesota
$2.63M +$1.91M +39,958 +265%
WFA
50
Wade Financial Advisory
California
$2.62M +$492K +10,279 +23%
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