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WisdomTree Yield Enhanced US Aggregate Bond Fund

161 hedge funds and large institutions have $739M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 87 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
161
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$29.8M
2 +$11.8M
3 +$3M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.84M
5
UBS AM
UBS AM
Illinois
+$2.61M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
76
Diversify Wealth Management
Utah
$793K
EV
77
EJMK Ventures
Illinois
$778K
TWM
78
Trinity Wealth Management
Pennsylvania
$775K
PAS
79
Park Avenue Securities
New York
$744K
Creative Planning
80
Creative Planning
Kansas
$744K
SF
81
Summit Financial
New Jersey
$705K
ATPW
82
Ashton Thomas Private Wealth
Arizona
$659K
AC
83
Avestar Capital
New York
$649K
BFG
84
Beacon Financial Group
Texas
$646K
PFG
85
Pinnacle Financial Group
Illinois
$610K
MFS
86
McNamara Financial Services
Massachusetts
$572K
PA
87
PSI Advisors
Florida
$557K
CFA
88
Capstone Financial Advisors
Illinois
$555K
NC
89
NewSquare Capital
Pennsylvania
$554K
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$544K
BFA
91
Beacon Financial Advisory
Ohio
$537K
WAM
92
Worth Asset Management
Texas
$530K
SF
93
Sun Financial
Utah
$494K
IWC
94
Integrated Wealth Concepts
Massachusetts
$482K
LWM
95
Lionshead Wealth Management
New York
$471K
AWA
96
Arkadios Wealth Advisors
Georgia
$462K
GFA
97
Gallagher Fiduciary Advisors
Illinois
$446K
FFA
98
Farther Finance Advisors
California
$431K
LFG
99
Larson Financial Group
Missouri
$429K
OIA
100
OneDigital Investment Advisors
Kansas
$398K