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WisdomTree Yield Enhanced US Aggregate Bond Fund

162 hedge funds and large institutions have $694M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 69 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
162
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
ATPW
76
Ashton Thomas Private Wealth
Arizona
$696K
PAS
77
Park Avenue Securities
New York
$682K
SW
78
Simplicity Wealth
New Jersey
$673K
SIC
79
SFE Investment Counsel
California
$658K
PFG
80
Pinnacle Financial Group
Illinois
$611K
GRP
81
Global Retirement Partners
California
$603K
GWP
82
Gateway Wealth Partners
Wisconsin
$600K
IFWM
83
Institute for Wealth Management
Colorado
$582K
CFA
84
Capstone Financial Advisors
Illinois
$566K
MFS
85
McNamara Financial Services
Massachusetts
$557K
OIA
86
OneDigital Investment Advisors
Kansas
$548K
AWS
87
Atria Wealth Solutions
New York
$546K
WWM
88
Western Wealth Management
Colorado
$534K
SAS
89
SMI Advisory Services
Indiana
$521K
NC
90
NewSquare Capital
Pennsylvania
$510K
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$508K
LG
92
Leuthold Group
Minnesota
$477K
Creative Planning
93
Creative Planning
Kansas
$452K
LFG
94
Larson Financial Group
Missouri
$445K
JIR
95
James Investment Research
Ohio
$427K
OP
96
ORG Partners
Indiana
$426K
AWM
97
Alterna Wealth Management
Texas
$398K
Bank of New York Mellon
98
Bank of New York Mellon
New York
$389K
FFA
99
Farther Finance Advisors
California
$388K
RFG
100
REAP Financial Group
Texas
$379K