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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

139 hedge funds and large institutions have $707M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
3.07%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
36
Increased
51
Reduced
44
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$45.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$39.7M
3
PWMG
Prestige Wealth Management Group
New Jersey
+$35.2M
4
SI
SimpliFi Inc
California
+$28M
5
HI
Horizon Investments
North Carolina
+$17.8M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$66.9M
2
PI
PFS Investments
Georgia
-$33.1M
3
AWS
AJ Wealth Strategies
New York
-$15.6M
4
SL
Systelligence LLC
Minnesota
-$15.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$1.76M -$807K -15,617 -31%
WFA
52
Wade Financial Advisory
California
$1.75M -$71.4K -1,383 -4%
RIA
53
Realta Investment Advisors
Delaware
$1.74M +$183K +3,542 +12%
ACP
54
Aveo Capital Partners
Colorado
$1.61M -$1.56M -30,171 -49%
SPC
55
Sigma Planning Corp
Michigan
$1.55M +$1.55M +30,045 New
MML Investors Services
56
MML Investors Services
Massachusetts
$1.47M +$340K +6,584 +30%
VRM
57
Vectors Research Management
New York
$1.35M +$477K +9,229 +55%
IWC
58
Integrated Wealth Concepts
Massachusetts
$1.31M +$439K +8,504 +51%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$1.31M +$1.31M +25,281 New
IWP
60
IAG Wealth Partners
Wisconsin
$1.19M -$29.1K -563 -2%
FAIM
61
Financial Advocates Investment Management
Washington
$1.12M -$22.1K -428 -2%
AF
62
Advisornet Financial
Minnesota
$1.07M +$120K +2,318 +13%
FFS
63
Founders Financial Securities
Maryland
$997K -$196K -3,793 -16%
IWA
64
Inspirion Wealth Advisors
Illinois
$958K +$602K +11,663 +169%
Creative Planning
65
Creative Planning
Kansas
$934K -$307K -5,949 -25%
VA
66
Valmark Advisers
Ohio
$879K +$879K +17,011 New
BFG
67
Beacon Financial Group
Texas
$863K +$130K +2,514 +18%
SFS
68
Sowell Financial Services
Arkansas
$858K +$585K +11,324 +214%
BRWA
69
B. Riley Wealth Advisors
Florida
$817K +$122K +2,363 +18%
FAAS
70
First Allied Advisory Services
California
$767K -$140K -2,706 -15%
WAS
71
Winch Advisory Services
Wisconsin
$742K +$4.7K +91 +0.6%
1IA
72
1834 Investment Advisors
Wisconsin
$720K -$48.1K -930 -6%
SWP
73
Stratos Wealth Partners
Ohio
$697K +$284K +5,498 +69%
William Blair & Company
74
William Blair & Company
Illinois
$669K +$982 +19 +0.1%
CI
75
CX Institutional
Indiana
$662K +$135K +2,617 +26%
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