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WisdomTree Yield Enhanced US Aggregate Bond Fund

165 hedge funds and large institutions have $812M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
2.93%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
33
Increased
65
Reduced
51
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
76
Raymond James & Associates
Florida
$1.11M +$327K +6,091 +42%
PA
77
PFG Advisors
Arizona
$1.06M +$237K +4,415 +29%
SW
78
SlateStone Wealth
Florida
$1.04M -$770K -14,334 -43%
SFS
79
Sowell Financial Services
Arkansas
$1.04M +$100K +1,863 +11%
NA
80
NewEdge Advisors
Louisiana
$1.01M +$1.01M +18,742 New
IWP
81
IAG Wealth Partners
Wisconsin
$999K -$50.7K -943 -5%
DP
82
Denver PWM
Colorado
$996K -$2.6M -48,435 -72%
IWM
83
IHT Wealth Management
Illinois
$959K +$284K +5,288 +42%
BFG
84
Beacon Financial Group
Texas
$948K +$45.7K +858 +5%
ACP
85
Aveo Capital Partners
Colorado
$921K -$367K -6,829 -28%
BRWA
86
B. Riley Wealth Advisors
Florida
$860K +$23.2K +432 +3%
LFGH
87
Lee Financial Group Hawaii
Hawaii
$758K -$13.9M -259,323 -95%
FTUS
88
Flow Traders U.S.
New York
$746K +$515K +9,600 +224%
TFA
89
Tranquilli Financial Advisor
New Jersey
$696K +$696K +12,966 New
William Blair & Company
90
William Blair & Company
Illinois
$686K +$4.94K +92 +0.7%
LA
91
LexAurum Advisors
Kansas
$679K +$79.7K +1,483 +13%
MML Investors Services
92
MML Investors Services
Massachusetts
$662K -$3.2M -59,543 -83%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$650K +$237K +4,421 +57%
22CM
94
20/20 Capital Management
California
$649K -$1.09M -20,475 -63%
BA
95
Bridge Advisory
California
$647K +$647K +12,047 New
WAS
96
Winch Advisory Services
Wisconsin
$623K +$5.64K +105 +0.9%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$620K +$620K +11,540 New
Creative Planning
98
Creative Planning
Kansas
$610K -$142K -2,650 -19%
IWS
99
Insight Wealth Strategies
California
$589K -$11.1K -207 -2%
CI
100
CX Institutional
Indiana
$582K -$94.7K -1,762 -14%