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WisdomTree Yield Enhanced US Aggregate Bond Fund

168 hedge funds and large institutions have $692M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.78M
2 +$7.83M
3 +$6.71M
4
MFG
Merit Financial Group
Georgia
+$5.86M
5
Mariner
Mariner
Kansas
+$5.78M

Top Sellers

1 -$9.63M
2 -$7.29M
3 -$6.82M
4
HighTower Advisors
HighTower Advisors
Illinois
-$4.7M
5
Jane Street
Jane Street
New York
-$3.54M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthPLAN Partners
Nebraska
$669K
SF
77
Sun Financial
Utah
$658K
BFG
78
Beacon Financial Group
Texas
$645K
PFG
79
Pinnacle Financial Group
Illinois
$636K
GRP
80
Global Retirement Partners
California
$609K
BFA
81
Beacon Financial Advisory
Ohio
$605K
CFA
82
Capstone Financial Advisors
Illinois
$572K
MFS
83
McNamara Financial Services
Massachusetts
$561K
Bank of New York Mellon
84
Bank of New York Mellon
New York
$554K
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$547K
NC
86
NewSquare Capital
Pennsylvania
$536K
WAM
87
Worth Asset Management
Texas
$528K
OIA
88
OneDigital Investment Advisors
Kansas
$507K
WA
89
Waverly Advisors
Alabama
$473K
AWA
90
Arkadios Wealth Advisors
Georgia
$463K
LFG
91
Larson Financial Group
Missouri
$440K
LWM
92
Lionshead Wealth Management
New York
$429K
WWM
93
Westwood Wealth Management
California
$429K
FFA
94
Farther Finance Advisors
California
$407K
GFA
95
Gallagher Fiduciary Advisors
Illinois
$400K
RFG
96
REAP Financial Group
Texas
$398K
OWA
97
Opal Wealth Advisors
New York
$392K
SIC
98
SFE Investment Counsel
California
$385K
AWM
99
Alterna Wealth Management
Texas
$372K
RFA
100
Reyes Financial Architecture
California
$357K