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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

147 hedge funds and large institutions have $657M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
52
Reduced
48
Closed
12
Calls
$43K
Puts
$43K
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$24M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.3M
3
SF
3
Symphony Financial
Texas
$5.28M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.63M
5
WP
5
WealthPLAN Partners
Nebraska
$3.12M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$116M
2
LPL Financial
2
LPL Financial
California
$64.5M
3
Jane Street
3
Jane Street
New York
$16.7M
4
SC
4
Savant Capital
Illinois
$58.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$3.63M +$3.63M +84,230 New
RA
27
RFG Advisory
Alabama
$3.42M +$103K +2,395 +3%
Corient Private Wealth
28
Corient Private Wealth
Florida
$3.29M -$273K -6,333 -8%
WP
29
WealthPLAN Partners
Nebraska
$3.12M +$3.12M +72,483 New
MLA
30
My Legacy Advisors
Oregon
$2.9M +$260K +5,995 +10%
AI
31
Atria Investments
North Carolina
$2.86M +$334K +7,748 +13%
SFG
32
StrategIQ Financial Group
Indiana
$2.52M +$1.19M +27,516 +89%
FPIS
33
Financial Planning & Information Services
Wisconsin
$2.25M +$105K +2,444 +5%
MA
34
Mutual Advisors
Nebraska
$2.18M +$502K +11,660 +30%
SG
35
Sharper & Granite
California
$1.94M -$25.6K -595 -1%
OPWM
36
Oxinas Partners Wealth Management
Indiana
$1.84M +$1.84M +42,773 New
T
37
TRUADVICE
Florida
$1.66M -$21.6K -506 -1%
DK
38
David Kennon
Florida
$1.42M -$137K -3,190 -9%
Creative Planning
39
Creative Planning
Kansas
$1.42M -$459K -10,652 -24%
Wells Fargo
40
Wells Fargo
California
$1.39M -$172K -4,002 -11%
NAM
41
NorthCrest Asset Manangement
Minnesota
$1.28M -$5.17K -120 -0.4%
AAS
42
Avantax Advisory Services
Texas
$1.27M -$56.8K -1,317 -4%
Osaic Holdings
43
Osaic Holdings
Arizona
$1.25M -$194K -4,506 -13%
CWA
44
Centennial Wealth Advisory
Michigan
$1.16M -$14.3K -333 -1%
AWS
45
AJ Wealth Strategies
New York
$1.03M -$94.1K -2,183 -8%
SFG
46
SNS Financial Group
Minnesota
$1.02M -$292K -6,780 -22%
IA
47
Insight Advisors
Pennsylvania
$981K -$4.01K -93 -0.4%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$946K +$25.2K +585 +3%
IFWM
49
Institute for Wealth Management
Colorado
$898K +$63.5K +1,473 +8%
IWN
50
Independent Wealth Network
Iowa
$846K +$47.5K +1,103 +6%
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