AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund

158 hedge funds and large institutions have $838M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+6
Holders Change %
+3.95%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
27
Increased
58
Reduced
52
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
76
Institute for Wealth Management
Colorado
$573K -$12.1K -275 -2%
IF
77
Intrua Financial
Texas
$558K -$62.9K -1,428 -10%
CA
78
Claro Advisors
Massachusetts
$551K -$7.13K -162 -1%
CFA
79
Capstone Financial Advisors
Illinois
$540K +$540K +12,267 New
GWP
80
Gateway Wealth Partners
Wisconsin
$487K +$17K +386 +4%
OIA
81
OneDigital Investment Advisors
Kansas
$478K +$478K +10,850 New
PAS
82
Park Avenue Securities
New York
$456K -$26.1K -592 -5%
WCFA
83
Walkner Condon Financial Advisors
Wisconsin
$455K -$36.5K -830 -7%
GRP
84
Global Retirement Partners
California
$444K +$3.54K +81 +0.8%
MWM
85
Meridian Wealth Management
Kentucky
$440K -$27.6K -629 -6%
SAW
86
Signal Advisors Wealth
Michigan
$435K +$435K +9,886 New
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$435K -$138K -3,138 -24%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$414K +$85.1K +1,934 +26%
CFO
89
CVA Family Office
Colorado
$410K +$704 +16 +0.2%
RFG
90
REAP Financial Group
Texas
$410K +$410K +9,316 New
KPWS
91
Kestra Private Wealth Services
Texas
$401K +$401K +9,102 New
MFS
92
McNamara Financial Services
Massachusetts
$384K +$572 +13 +0.1%
QWM
93
Quadcap Wealth Management
Texas
$384K +$384K +8,716 New
MWM
94
Maripau Wealth Management
Indiana
$375K -$114K -2,599 -23%
CWM
95
Collaborative Wealth Management
Florida
$365K -$74.2K -1,686 -17%
Envestnet Portfolio Solutions
96
Envestnet Portfolio Solutions
Illinois
$350K +$20.2K +460 +6%
BZWA
97
Blue Zone Wealth Advisors
California
$350K
TFG
98
Team Financial Group
California
$346K -$7.53K -171 -2%
OPPS
99
Obsidian Personal Planning Solutions
Maryland
$335K
WAS
100
Winch Advisory Services
Wisconsin
$331K +$87.9K +1,996 +36%