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WisdomTree Yield Enhanced US Aggregate Bond Fund

152 hedge funds and large institutions have $887M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
21
Increased
73
Reduced
42
Closed
18
Calls
$107K
Puts
Net Calls
+$107K
Net Calls Change
+$107K
Name Holding Trade Value Shares
Change
Shares
Change %
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.91M +$295K +6,604 +18%
Mariner
52
Mariner
Kansas
$1.87M +$589K +13,163 +46%
OIA
53
OneDigital Investment Advisors
Kansas
$1.8M +$286K +6,391 +19%
AWM
54
AE Wealth Management
Kansas
$1.71M -$8.02M -179,437 -82%
Corient Private Wealth
55
Corient Private Wealth
Florida
$1.51M -$572K -12,785 -27%
SBH
56
Segall Bryant & Hamill
Illinois
$1.47M +$1.47M +32,809 New
NAM
57
NorthCrest Asset Manangement
Minnesota
$1.46M +$116K +2,594 +9%
AAS
58
Avantax Advisory Services
Texas
$1.32M -$265K -5,925 -17%
DK
59
David Kennon
Florida
$1.21M -$2.24K -50 -0.2%
IWN
60
Independent Wealth Network
Iowa
$1.21M +$97.4K +2,179 +9%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.11M +$632K +14,130 +133%
Betterment LLC
62
Betterment LLC
New York
$1.09M +$122K +2,723 +13%
HI
63
Harbour Investments
Wisconsin
$1.08M +$260K +5,818 +32%
TWM
64
Trinity Wealth Management
Pennsylvania
$985K +$224K +5,003 +29%
MLA
65
My Legacy Advisors
Oregon
$949K -$1.48M -33,073 -61%
KAS
66
Kestra Advisory Services
Texas
$927K -$627K -14,033 -40%
WAM
67
Worth Asset Management
Texas
$919K +$30.6K +685 +3%
PAS
68
Park Avenue Securities
New York
$734K +$24.8K +554 +3%
SA
69
Sanctuary Advisors
Indiana
$695K +$184K +4,231 +36%
Creative Planning
70
Creative Planning
Kansas
$689K -$805 -18 -0.1%
DAS
71
Diversify Advisory Services
Utah
$677K +$677K +15,437 New
PFG
72
Pinnacle Financial Group
Illinois
$627K
WWM
73
Western Wealth Management
Colorado
$611K +$805 +18 +0.1%
BFA
74
Beacon Financial Advisory
Ohio
$571K +$237K +5,290 +71%
WAS
75
Winch Advisory Services
Wisconsin
$568K +$24.5K +548 +5%