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WisdomTree Yield Enhanced US Aggregate Bond Fund

164 hedge funds and large institutions have $695M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$598K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$36.2M
2 -$29M
3 -$12.2M
4
IWP
Invenio Wealth Partners
Florida
-$11.1M
5
Morgan Stanley
Morgan Stanley
New York
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
76
Winch Advisory Services
Wisconsin
$706K
ATPW
77
Ashton Thomas Private Wealth
Arizona
$696K
PAS
78
Park Avenue Securities
New York
$682K
SW
79
Simplicity Wealth
New Jersey
$673K
SIC
80
SFE Investment Counsel
California
$658K
PFG
81
Pinnacle Financial Group
Illinois
$611K
GRP
82
Global Retirement Partners
California
$603K
GWP
83
Gateway Wealth Partners
Wisconsin
$600K
IFWM
84
Institute for Wealth Management
Colorado
$582K
CFA
85
Capstone Financial Advisors
Illinois
$566K
MFS
86
McNamara Financial Services
Massachusetts
$557K
OIA
87
OneDigital Investment Advisors
Kansas
$548K
AWS
88
Atria Wealth Solutions
New York
$546K
WWM
89
Western Wealth Management
Colorado
$534K
SAS
90
SMI Advisory Services
Indiana
$521K
NC
91
NewSquare Capital
Pennsylvania
$510K
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$508K
LG
93
Leuthold Group
Minnesota
$477K
Creative Planning
94
Creative Planning
Kansas
$452K
LFG
95
Larson Financial Group
Missouri
$445K
JIR
96
James Investment Research
Ohio
$427K
OP
97
ORG Partners
Indiana
$426K
AWM
98
Alterna Wealth Management
Texas
$398K
Bank of New York Mellon
99
Bank of New York Mellon
New York
$389K
FFA
100
Farther Finance Advisors
California
$388K