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WisdomTree Yield Enhanced US Aggregate Bond Fund

164 hedge funds and large institutions have $688M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.78M
2 +$7.83M
3 +$6.71M
4
MFG
Merit Financial Group
Georgia
+$5.86M
5
Mariner
Mariner
Kansas
+$5.78M

Top Sellers

1 -$9.63M
2 -$7.29M
3 -$6.82M
4
HighTower Advisors
HighTower Advisors
Illinois
-$4.7M
5
Jane Street
Jane Street
New York
-$3.54M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
Merit Financial Group
Georgia
$5.83M
Mariner
27
Mariner
Kansas
$5.74M
Wells Fargo
28
Wells Fargo
California
$5.52M
JP Morgan Chase
29
JP Morgan Chase
New York
$4.69M
OPWM
30
Oxinas Partners Wealth Management
Indiana
$4.67M
OC
31
Optima Capital
Oregon
$4.31M
NS
32
NBC Securities
Alabama
$4.2M
TC
33
Trilogy Capital
California
$3.52M
Osaic Holdings
34
Osaic Holdings
Arizona
$3.5M
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$3.49M
MML Investors Services
36
MML Investors Services
Massachusetts
$3.26M
KAS
37
Kestra Advisory Services
Texas
$2.84M
FIM
38
Freedom Investment Management
Connecticut
$2.83M
AFTS
39
American Financial & Tax Strategies
New York
$2.83M
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$2.76M
WF
41
WealthPoint Financial
North Carolina
$2.7M
GSWM
42
Golden State Wealth Management
California
$2.37M
NAM
43
NorthCrest Asset Manangement
Minnesota
$2.35M
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.22M
SG
45
Sharper & Granite
California
$2.09M
HI
46
Harbour Investments
Wisconsin
$2M
AWM
47
AE Wealth Management
Kansas
$1.84M
CIA
48
Concurrent Investment Advisors
Florida
$1.77M
GSEP
49
Golden State Equity Partners
California
$1.76M
Betterment LLC
50
Betterment LLC
New York
$1.69M