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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

162 hedge funds and large institutions have $717M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-9
Holders Change %
-5.26%
% of All Funds
2.85%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
16
Increased
65
Reduced
54
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$15.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24M
3
RA
3
RFG Advisory
Alabama
$51.5M
4
PAG
4
Private Advisor Group
New Jersey
$21.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.27M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$4.35M
2
OMC
2
Old Mission Capital
Illinois
$325K
3
Jane Street
3
Jane Street
New York
$0
4
HFS
4
Horizon Financial Services
North Carolina
$610K
5
T
5
TRUADVICE
Florida
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
51
Wade Financial Advisory
California
$2.18M -$160K -3,088 -7%
T
52
TRUADVICE
Florida
$2.11M -$2.93M -56,097 -58%
CAN
53
Cetera Advisor Networks
California
$2.08M +$53.3K +1,027 +3%
FFA
54
First Foundation Advisors
California
$1.95M -$524K -10,088 -21%
FFWM
55
Future Financial Wealth Management
Ohio
$1.93M – – –
AIC
56
Ameritas Investment Company
Nebraska
$1.89M +$1.55M +29,829 +457%
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$1.82M -$353K -6,797 -16%
TC
58
Trilogy Capital
California
$1.8M -$43.5K -838 -2%
IF
59
Intrua Financial
Texas
$1.69M -$145K -2,796 -8%
CWA
60
Centennial Wealth Advisory
Michigan
$1.61M +$17.4K +335 +1%
RJA
61
Raymond James & Associates
Florida
$1.56M +$85.7K +1,651 +6%
KAS
62
Kestra Advisory Services
Texas
$1.56M -$174K -3,352 -10%
CWM
63
Cornerstone Wealth Management
Missouri
$1.55M +$5.04K +97 +0.3%
FAIM
64
Financial Advocates Investment Management
Washington
$1.49M +$211K +4,068 +16%
PA
65
PFG Advisors
Arizona
$1.26M +$31.8K +613 +3%
UCFA
66
United Capital Financial Advisors
Texas
$1.15M -$63.9K -1,230 -5%
MA
67
Mutual Advisors
Nebraska
$1.05M +$1.05M +20,271 New
DWM
68
Darwin Wealth Management
Florida
$1.03M -$102K -1,957 -9%
BFG
69
Beacon Financial Group
Texas
$926K +$7.13K +136 +0.8%
LA
70
LexAurum Advisors
Kansas
$839K +$85.8K +1,653 +11%
SFG
71
SNS Financial Group
Minnesota
$825K – – –
IWM
72
IHT Wealth Management
Illinois
$806K -$21.2K -409 -3%
BCI
73
Brinker Capital Investments
Pennsylvania
$803K -$205K -3,949 -20%
ACP
74
Aveo Capital Partners
Colorado
$798K -$243K -4,686 -23%
CA
75
Cetera Advisors
Colorado
$764K +$312K +6,007 +69%
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3
4 5