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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

174 hedge funds and large institutions have $774M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-11
Holders Change %
-5.95%
% of All Funds
2.75%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
20
Increased
64
Reduced
77
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
$46.4M
2
RA
RFG Advisory
Alabama
$92.8M
3
SC
Savant Capital
Illinois
$16.7M
4
LPL Financial
LPL Financial
California
$75.5M
5
CFA
Capstone Financial Advisors
Illinois
$15.3M

Top Sellers

1
PWMG
Prestige Wealth Management Group
New Jersey
$23.8M
2
Wells Fargo
Wells Fargo
California
$4.11M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
AAS
Avantax Advisory Services
Texas
$2.66M
5
GSEP
Golden State Equity Partners
California
$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
76
Betterment LLC
New York
$741K +$291K +6,080 +65%
IWM
77
IHT Wealth Management
Illinois
$693K +$16K +335 +2%
ACP
78
Aveo Capital Partners
Colorado
$669K -$4.4K -92 -0.7%
CA
79
CoreCap Advisors
Michigan
$642K -$26.7K -558 -4%
BA
80
Bridge Advisory
California
$625K -$965K -20,168 -61%
TFA
81
Tranquilli Financial Advisor
New Jersey
$619K -$56.6K -1,182 -8%
FWP
82
Firethorn Wealth Partners
Georgia
$613K +$23.7K +495 +4%
DWM
83
Darwin Wealth Management
Florida
$579K -$160K -3,343 -22%
LA
84
LexAurum Advisors
Kansas
$557K -$20.2K -422 -3%
MWM
85
Maripau Wealth Management
Indiana
$557K +$70.5K +1,550 +14%
CA
86
Cetera Advisors
Colorado
$535K -$174K -3,645 -25%
IWA
87
Inspirion Wealth Advisors
Illinois
$503K -$2.15M -44,931 -81%
DAS
88
Dynamic Advisor Solutions
Arizona
$500K -$164K -3,422 -25%
GLA
89
Good Life Advisors
Pennsylvania
$496K +$297K +6,216 +150%
FFG
90
Ford Financial Group
California
$496K +$491K +10,271 +10,589%
WAS
91
Winch Advisory Services
Wisconsin
$490K -$8.57K -179 -2%
FAG
92
Fortitude Advisory Group
Washington
$424K +$14.3K +298 +3%
MFS
93
McNamara Financial Services
Massachusetts
$418K +$8.48K +177 +2%
RIA
94
Realta Investment Advisors
Delaware
$411K -$10K -210 -2%
CWM
95
Congress Wealth Management
Massachusetts
$410K -$47.6K -994 -10%
Renaissance Technologies
96
Renaissance Technologies
New York
$392K +$392K +8,200 New
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$381K -$157K -3,285 -29%
WWM
98
Western Wealth Management
Colorado
$364K +$84.2K +1,756 +30%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$363K -$107K -2,242 -23%
GAG
100
GM Advisory Group
New York
$358K +$1.53K +32 +0.4%
2 3
4
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