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WisdomTree Yield Enhanced US Aggregate Bond Fund

163 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, 88 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 42

7% more capital invested

Capital invested by funds: $692M → $739M (+$46.8M)

1.15% less ownership

Funds ownership: 84.96%83.81% (-1.2%)

4% less funds holding

Funds holding: 169163 (-6)

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
163
Holders Change
-6
Holders Change %
-3.55%
% of All Funds
2.01%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
15
Increased
88
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Alterna Wealth Management
Texas
$346K -$20.8K -473 -6%
CFO
102
CVA Family Office
Colorado
$343K
RFG
103
REAP Financial Group
Texas
$336K -$57.3K -1,300 -14%
SW
104
Simplicity Wealth
New Jersey
$321K -$1.45K -33 -0.4%
SFG
105
SNS Financial Group
Minnesota
$317K
CA
106
CoreCap Advisors
Michigan
$308K -$15.3K -348 -5%
TFG
107
Team Financial Group
California
$307K +$3.13K +71 +1%
FWA
108
FORM Wealth Advisors
Wisconsin
$296K +$3.26K +74 +1%
UAG
109
United Advisor Group
Ohio
$292K +$1.85K +42 +0.6%
TC
110
Town Capital
Maryland
$288K -$61.8K -1,403 -17%
SL
111
SWMG LLC
Texas
$284K +$440 +10 +0.2%
CFD
112
Creative Financial Designs
Indiana
$272K +$9.29K +211 +3%
WWM
113
Western Wealth Management
Colorado
$270K +$176 +4 +0.1%
MF
114
Meridian Financial
Massachusetts
$256K +$2.38K +54 +0.9%
HAG
115
HF Advisory Group
Maryland
$242K +$10K +228 +4%
DAS
116
Dynamic Advisor Solutions
Arizona
$234K +$1.19K +27 +0.5%
O3W
117
Omni 360 Wealth
New Jersey
$233K -$1.15K -26 -0.5%
FPAS
118
Focus Partners Advisor Solutions
Missouri
$233K +$236K +5,364 New
CF
119
Centaurus Financial
California
$233K +$1.67K +38 +0.7%
IWM
120
IHT Wealth Management
Illinois
$226K +$44 +1 +0%
IFWM
121
Institute for Wealth Management
Colorado
$226K -$18.8K -427 -8%
VCA
122
Verdence Capital Advisors
Maryland
$219K +$2.42K +55 +1%
QWM
123
Quadcap Wealth Management
Texas
$213K
VFG
124
Victory Financial Group
Texas
$211K +$6.08K +138 +3%
VT
125
Vise Technologies
New York
$207K