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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

145 hedge funds and large institutions have $656M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+5
Holders Change %
+3.57%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
29
Increased
45
Reduced
62
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$110M
2
SI
2
SimpliFi Inc
California
$41M
3
SC
3
Savant Capital
Illinois
$79.6M
4
LPL Financial
4
LPL Financial
California
$76.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$10.8M

Top Sellers

1
AWS
1
AJ Wealth Strategies
New York
$1.59M
2
RA
2
RFG Advisory
Alabama
$6.74M
3
MMA
3
Miracle Mile Advisors
California
$2.34M
4
TC
4
Trilogy Capital
California
$28.1M
5
KW
5
KWB Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
26
First Foundation Advisors
California
$3.86M +$1.63M +38,284 +73%
RIA
27
Regal Investment Advisors
Michigan
$3.8M -$211K -4,957 -5%
Creative Planning
28
Creative Planning
Kansas
$3.76M -$4.05M -95,000 -52%
QA
29
Quantitative Advantage
Minnesota
$3.65M +$3.65M +85,572 New
WIM
30
WealthPlan Investment Management
Nebraska
$3.46M -$33.9K -778 -1%
WP
31
WealthPLAN Partners
Nebraska
$3.45M +$3.45M +79,592 New
Corient Private Wealth
32
Corient Private Wealth
Florida
$3.33M +$3.33M +78,065 New
CGFA
33
Colton Groome Financial Advisors
North Carolina
$3.18M +$526K +12,344 +20%
RJA
34
Raymond James & Associates
Florida
$3.15M +$222K +5,206 +8%
WFA
35
Wade Financial Advisory
California
$2.87M -$256 -6 -0%
MLA
36
My Legacy Advisors
Oregon
$2.49M -$99.6K -2,259 -4%
FPIS
37
Financial Planning & Information Services
Wisconsin
$2.4M -$168K -3,940 -7%
MMA
38
Miracle Mile Advisors
California
$2.34M -$33.1M -776,909 -93%
MA
39
Mutual Advisors
Nebraska
$2.29M +$122K +2,856 +6%
T
40
TRUADVICE
Florida
$2.13M +$364K +8,290 +21%
GWSG
41
GPS Wealth Strategies Group
Colorado
$2.01M +$274K +6,426 +16%
Wells Fargo
42
Wells Fargo
California
$1.96M +$276K +6,478 +16%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.86M -$313K -7,338 -14%
FHA
44
Flagship Harbor Advisors
Massachusetts
$1.81M +$61.4K +1,439 +4%
SG
45
Sharper & Granite
California
$1.72M +$1.72M +40,355 New
AWS
46
AJ Wealth Strategies
New York
$1.59M -$67.7M -1,588,177 -98%
SFG
47
SNS Financial Group
Minnesota
$1.58M -$1.18M -27,587 -43%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.46M -$38.1K -893 -3%
FFWM
49
Future Financial Wealth Management
Ohio
$1.41M -$313K -7,342 -18%
PCWA
50
Pacific Capital Wealth Advisors
California
$1.4M -$332K -7,774 -19%
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