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WisdomTree Yield Enhanced US Aggregate Bond Fund

145 hedge funds and large institutions have $656M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+5
Holders Change %
+3.57%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
29
Increased
45
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$434K -$36.1K -847 -8%
IWM
77
IHT Wealth Management
Illinois
$402K -$25.8K -606 -6%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$395K +$121K +2,844 +44%
FAG
79
Fortitude Advisory Group
Washington
$371K -$3.8K -89 -1%
AF
80
Allworth Financial
California
$365K -$42.5K -997 -10%
KAS
81
Kestra Advisory Services
Texas
$347K -$57.4K -1,346 -14%
MFS
82
McNamara Financial Services
Massachusetts
$336K +$10.2K +240 +3%
BOSSRA
83
B.O.S.S. Retirement Advisors
Utah
$333K +$333K +7,802 New
CA
84
Claro Advisors
Massachusetts
$331K +$331K +7,758 New
GRP
85
Global Retirement Partners
California
$322K +$19.4K +456 +6%
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$310K -$74.4K -1,744 -19%
FWP
87
Firethorn Wealth Partners
Georgia
$281K -$810 -19 -0.3%
MF
88
Meridian Financial
Massachusetts
$267K -$10.9K -256 -4%
WF
89
Wayfinding Financial
Washington
$255K +$255K +5,078 New
CA
90
CoreCap Advisors
Michigan
$253K -$116K -2,711 -31%
GAG
91
GM Advisory Group
New York
$249K -$121K -2,847 -33%
BA
92
Bridge Advisory
California
$245K -$32.9K -772 -12%
PAS
93
Park Avenue Securities
New York
$245K -$33.5K -785 -12%
LSA
94
Lion Street Advisors
Texas
$244K +$244K +4,710 New
SCFS
95
S.C. Financial Services
Arizona
$243K +$16.5K +386 +7%
RIA
96
Realta Investment Advisors
Delaware
$238K -$34.1K -800 -13%
DAS
97
Dynamic Advisor Solutions
Arizona
$230K -$165K -3,877 -42%
NC
98
NewSquare Capital
Pennsylvania
$226K +$8.53K +200 +4%
TAM
99
Townsend Asset Management
North Carolina
$221K -$34.8K -817 -14%
IWA
100
Inspirion Wealth Advisors
Illinois
$218K -$48.8K -1,144 -18%