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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

175 hedge funds and large institutions have $747M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
3.08%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.18%
New
24
Increased
73
Reduced
57
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$20.1M
2
RA
2
RFG Advisory
Alabama
$31.6M
3
NRI
3
NFP Retirement Inc
California
$5.82M
4
Citadel Advisors
4
Citadel Advisors
Florida
$21.7M
5
PWS
5
Private Wealth Strategies
Ohio
$26.8M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
AWM
2
AE Wealth Management
Kansas
$28M
3
CCA
3
Clearwater Capital Advisors
Illinois
$10.1M
4
ACM
4
Ashford Capital Management
Delaware
$8.31M
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$6.81M
Name Market Value Shares Shares
Change 		Shares
Change %
GSEP
51
Golden State Equity Partners
California
$3.14M 61,333 +23,621 +63%
FPIS
52
Financial Planning & Information Services
Wisconsin
$2.73M 53,304 +21,949 +70%
RIG
53
Roosevelt Investment Group
New York
$2.73M 53,287 +15,099 +40%
BZWA
54
Blue Zone Wealth Advisors
California
$2.65M 51,681 +3,643 +8%
SPC
55
Sigma Planning Corp
Michigan
$2.61M 50,911 +6,658 +15%
PCWA
56
Pacific Capital Wealth Advisors
California
$2.51M 49,017 -4,193 -8%
IWA
57
Inspirion Wealth Advisors
Illinois
$2.46M 48,106 +7,356 +18%
MIAN
58
Mariner Independent Advisor Network
Kansas
$2.45M 47,753 +7,242 +18%
WFA
59
Wade Financial Advisory
California
$2.02M 39,367 +472 +1%
IA
60
Insight Advisors
Pennsylvania
$1.93M 37,382 +3,633 +11%
IF
61
Intrua Financial
Texas
$1.9M 36,774 -2,449 -6%
TC
62
Trilogy Capital
California
$1.88M 36,646 -2,594 -7%
VWM
63
Vigilare Wealth Management
Arizona
$1.79M 35,047 -13,328 -28%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$1.46M 28,480 +28,480 New
FFWM
65
Future Financial Wealth Management
Ohio
$1.4M 27,426 +459 +2%
FFA
66
First Foundation Advisors
California
$1.38M 26,870 +2,650 +11%
Truist Financial
67
Truist Financial
North Carolina
$1.35M 26,323 -5,515 -17%
CRI
68
Colonial River Investments
Virginia
$1.34M 26,159 -4,836 -16%
DWM
69
Darwin Wealth Management
Florida
$1.33M 25,971 -17,101 -40%
AI
70
Atria Investments
North Carolina
$1.32M 25,759 +25,759 New
UCFA
71
United Capital Financial Advisors
Texas
$1.24M 24,286 -5,549 -19%
FAIM
72
Financial Advocates Investment Management
Washington
$1.24M 24,147 +1,946 +9%
NA
73
NewEdge Advisors
Louisiana
$1.2M 23,401 +4,659 +25%
RJA
74
Raymond James & Associates
Florida
$1.19M 23,151 +2,543 +12%
PA
75
PFG Advisors
Arizona
$1.17M 22,847 +3,153 +16%
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