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WisdomTree Yield Enhanced US Aggregate Bond Fund

162 hedge funds and large institutions have $694M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$598K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$36.2M
2 -$29M
3 -$12.2M
4
IWP
Invenio Wealth Partners
Florida
-$11.1M
5
Morgan Stanley
Morgan Stanley
New York
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waverly Advisors
Alabama
$6.29M
DFP
27
Defined Financial Planning
California
$5.95M
RA
28
RFG Advisory
Alabama
$5.81M
Stifel Financial
29
Stifel Financial
Missouri
$5.71M
TC
30
Trilogy Capital
California
$4.92M
Jane Street
31
Jane Street
New York
$4.91M
FIM
32
Freedom Investment Management
Connecticut
$4.69M
OPWM
33
Oxinas Partners Wealth Management
Indiana
$4.2M
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$4.17M
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$3.9M
NS
36
NBC Securities
Alabama
$3.56M
BFG
37
Beacon Financial Group
Texas
$3.47M
Wells Fargo
38
Wells Fargo
California
$3.44M
Osaic Holdings
39
Osaic Holdings
Arizona
$3.29M
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$3.25M
AFTS
41
American Financial & Tax Strategies
New York
$2.79M
MML Investors Services
42
MML Investors Services
Massachusetts
$2.78M
GSEP
43
Golden State Equity Partners
California
$2.74M
WIM
44
WealthPlan Investment Management
Nebraska
$2.72M
AA
45
Armis Advisers
Georgia
$2.32M
GSWM
46
Golden State Wealth Management
California
$2.29M
CIA
47
Concurrent Investment Advisors
Florida
$2.2M
NAM
48
NorthCrest Asset Manangement
Minnesota
$2.13M
SG
49
Sharper & Granite
California
$2.1M
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.02M