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WisdomTree Yield Enhanced US Aggregate Bond Fund

140 hedge funds and large institutions have $658M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-21
Holders Change %
-13.04%
% of All Funds
2.42%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
8
Increased
55
Reduced
56
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$1.26M -$1.04M -24,729 -45%
CWA
52
Centennial Wealth Advisory
Michigan
$1.16M -$30.6K -726 -3%
Mariner
53
Mariner
Kansas
$1.14M +$1.14M +27,002 New
ACK
54
Andrew C. Karlinski
$1.06M -$676K -16,001 -39%
MWM
55
Meridian Wealth Management
Kentucky
$927K -$3.3M -78,200 -78%
IA
56
Insight Advisors
Pennsylvania
$852K -$64.3K -1,523 -7%
WP
57
WealthSource Partners
California
$828K -$12.7M -300,341 -94%
Betterment LLC
58
Betterment LLC
New York
$806K
WWM
59
Western Wealth Management
Colorado
$800K +$274K +6,541 +52%
BFG
60
Beacon Financial Group
Texas
$772K -$3.73K -88 -0.5%
IWN
61
Independent Wealth Network
Iowa
$734K +$62.9K +1,491 +9%
CWM
62
Collaborative Wealth Management
Florida
$716K -$103K -2,427 -13%
PFG
63
Pinnacle Financial Group
Illinois
$629K +$315K +7,465 +100%
CA
64
Cetera Advisors
Colorado
$586K +$60.6K +1,434 +12%
BZWA
65
Blue Zone Wealth Advisors
California
$583K -$392K -9,273 -40%
IF
66
Intrua Financial
Texas
$545K -$69.4K -1,644 -11%
MWM
67
Maripau Wealth Management
Indiana
$506K -$5.9K -142 -1%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$465K +$465K +11,037 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$438K -$662K -15,678 -60%
IWM
70
IHT Wealth Management
Illinois
$424K +$13.1K +309 +3%
AF
71
Allworth Financial
California
$403K -$4.81K -114 -1%
KAS
72
Kestra Advisory Services
Texas
$401K +$296 +7 +0.1%
DAS
73
Dynamic Advisor Solutions
Arizona
$391K -$18.5K -439 -5%
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$381K -$111K -2,623 -23%
FAG
75
Fortitude Advisory Group
Washington
$371K +$5.02K +119 +1%