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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

63 hedge funds and large institutions have $187M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
23
Increased
17
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.02M
2
MAG
Mokosak Advisory Group
Iowa
+$3.42M
3
CCP
Cardan Capital Partners
Colorado
+$2.55M
4
ACP
Aveo Capital Partners
Colorado
+$1.97M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.61M

Top Sellers

1
Jane Street
Jane Street
New York
-$18.1M
2
UBS Group
UBS Group
Switzerland
-$12.9M
3
OA
Opes Advisors
California
-$6.25M
4
BFG
Barber Financial Group
Kansas
-$4.65M
5
Morgan Stanley
Morgan Stanley
New York
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$254K +$254K +5,268 New
RJFSA
52
Raymond James Financial Services Advisors
Florida
$234K +$234K +4,862 New
PA
53
Perennial Advisors
New York
$74K – – –
AIC
54
Ameritas Investment Company
Nebraska
$57K +$57K +1,178 New
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$35K +$35K +730 New
AG
56
Advisor Group
Arizona
$30K -$3.84K -80 -11%
CFD
57
Creative Financial Designs
Indiana
$12K – – –
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$10K -$167K -3,300 -94%
AF
59
Advisornet Financial
Minnesota
$10K – – –
WP
60
WealthShield Partners
North Carolina
$2K – – –
NR
61
Newfound Research
Massachusetts
$1K – – –
CF
62
Centaurus Financial
California
$34 +$33 +1,581 +3,513%
Jane Street
63
Jane Street
New York
– -$18.1M -374,558 Closed
BFG
64
Barber Financial Group
Kansas
– -$4.65M -96,130 Closed
DWM
65
Darwin Wealth Management
Florida
– -$2.2M -45,636 Closed
AWA
66
Arete Wealth Advisors
Illinois
– -$892K -18,454 Closed
FIA
67
Foundations Investment Advisors
Arizona
– -$374K -7,726 Closed
EWF
68
Epstein & White Financial
California
– -$248K -5,152 Closed
TSS
69
Two Sigma Securities
New York
– -$217K -4,488 Closed
AWM
70
AE Wealth Management
Kansas
– -$215K -4,437 Closed
CFG
71
Citizens Financial Group
Rhode Island
– -$55K -1,133 Closed
BWM
72
BerganKDV Wealth Management
Minnesota
– -$53K -1,087 Closed
SWP
73
Stratos Wealth Partners
Ohio
– -$48K -1,000 Closed
Citigroup
74
Citigroup
New York
– -$16K -336 Closed
SFM
75
Signet Financial Management
New Jersey
– -$10K -209 Closed
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