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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 %
Truist Financial
76
Truist Financial
North Carolina
$755K -$17.3K -333 -2%
BA
77
Bridge Advisory
California
$754K +$128K +2,459 +20%
DAS
78
Dynamic Advisor Solutions
Arizona
$743K -$1.19K -23 -0.2%
TFA
79
Tranquilli Financial Advisor
New Jersey
$727K -$9.04K -174 -1%
AWS
80
AJ Wealth Strategies
New York
$726K -$56.2K -1,083 -7%
IWN
81
Independent Wealth Network
Iowa
$723K +$723K +13,936 New
William Blair & Company
82
William Blair & Company
Illinois
$662K +$675 +13 +0.1%
WAS
83
Winch Advisory Services
Wisconsin
$642K +$1.3K +25 +0.2%
HFS
84
Horizon Financial Services
North Carolina
$610K -$3.8M -73,184 -86%
IWP
85
IAG Wealth Partners
Wisconsin
$610K -$98.5K -1,896 -14%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$603K +$40.4K +778 +7%
SFS
87
Sowell Financial Services
Arkansas
$578K – – –
AA
88
Advisory Alpha
Michigan
$517K -$2.14M -41,268 -81%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$507K +$52K +1,002 +11%
FTUS
90
Flow Traders U.S.
New York
$494K +$494K +9,508 New
RG
91
Retirement Group
California
$489K -$9.71K -187 -2%
5L
92
55I LLC
Massachusetts
$466K -$17.5K -337 -4%
RIA
93
Realta Investment Advisors
Delaware
$463K +$21K +405 +5%
MFS
94
McNamara Financial Services
Massachusetts
$446K +$571 +11 +0.1%
LFGH
95
Lee Financial Group Hawaii
Hawaii
$442K +$1.77K +34 +0.4%
Creative Planning
96
Creative Planning
Kansas
$415K +$415K +8,001 New
GAG
97
GM Advisory Group
New York
$394K +$100K +1,937 +34%
SPC
98
Sigma Planning Corp
Michigan
$335K +$33.2K +639 +11%
OMC
99
Old Mission Capital
Illinois
$325K -$8.2M -157,831 -96%
GSWM
100
Golden State Wealth Management
California
$319K +$48.4K +933 +18%
2 3
4
5 6