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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

133 hedge funds and large institutions have $738M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-12
Holders Change %
-8.28%
% of All Funds
2.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
47
Reduced
55
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$186M
2
Jane Street
Jane Street
New York
$27.2M
3
OMC
Old Mission Capital
Illinois
$8.28M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$45.8M
5
UBS Group
UBS Group
Switzerland
$10.9M

Top Sellers

1
SC
Savant Capital
Illinois
$64.8M
2
IA
IFP Advisors
Florida
$18.2K
3
SI
SimpliFi Inc
California
$35M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
RIA
Regal Investment Advisors
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$3.43M -$1.26M -28,816 -27%
RA
27
RFG Advisory
Alabama
$3.36M -$3.32M -75,906 -50%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$3.3M +$2.29M +52,353 +227%
M1FG
29
Mach-1 Financial Group
Arkansas
$3.06M +$3.06M +70 New
MLA
30
My Legacy Advisors
Oregon
$2.67M +$193K +4,398 +8%
AI
31
Atria Investments
North Carolina
$2.57M +$2.57M +58,733 New
GSEP
32
Golden State Equity Partners
California
$2.49M +$2.49M +56,934 New
MMA
33
Miracle Mile Advisors
California
$2.38M -$15.2K -347 -0.6%
FPIS
34
Financial Planning & Information Services
Wisconsin
$2.18M -$285K -6,514 -12%
SG
35
Sharper & Granite
California
$1.99M +$230K +5,255 +13%
Creative Planning
36
Creative Planning
Kansas
$1.91M -$1.94M -44,483 -50%
T
37
TRUADVICE
Florida
$1.73M -$391K -8,916 -18%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$1.71M +$1.71M +39,083 New
MA
39
Mutual Advisors
Nebraska
$1.7M -$644K -14,746 -28%
Wells Fargo
40
Wells Fargo
California
$1.59M -$421K -9,632 -21%
DK
41
David Kennon
Florida
$1.58M -$2.78M -63,572 -64%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.46M -$28.7K -656 -2%
PCWA
43
Pacific Capital Wealth Advisors
California
$1.4M -$39.1K -896 -3%
SFG
44
StrategIQ Financial Group
Indiana
$1.36M -$37K -846 -3%
AAS
45
Avantax Advisory Services
Texas
$1.34M -$1.84K -42 -0.1%
SFG
46
SNS Financial Group
Minnesota
$1.33M -$289K -6,620 -18%
NAM
47
NorthCrest Asset Manangement
Minnesota
$1.3M +$1.3M +29,743 New
SW
48
SVB Wealth
Massachusetts
$1.19M +$1.19M +27,251 New
CWA
49
Centennial Wealth Advisory
Michigan
$1.19M +$105K +2,393 +10%
AWS
50
AJ Wealth Strategies
New York
$1.14M -$483K -11,054 -30%
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