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WisdomTree Yield Enhanced US Aggregate Bond Fund

165 hedge funds and large institutions have $812M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
2.93%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
33
Increased
65
Reduced
51
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1IA
101
1834 Investment Advisors
Wisconsin
$572K -$69K -1,285 -11%
RG
102
Retirement Group
California
$538K +$105K +1,953 +24%
DAS
103
Dynamic Advisor Solutions
Arizona
$535K +$27.6K +514 +5%
CA
104
Cetera Advisors
Colorado
$532K +$59.5K +1,109 +13%
VRM
105
Vectors Research Management
New York
$508K -$761K -14,186 -60%
HC
106
HNP Capital
New York
$508K -$457K -8,521 -47%
RIA
107
Realta Investment Advisors
Delaware
$454K -$15.7K -292 -3%
OPS
108
Orion Portfolio Solutions
Nebraska
$453K +$129K +2,411 +40%
SFG
109
SNS Financial Group
Minnesota
$430K
TC
110
Truvestments Capital
Florida
$409K -$2.31K -43 -0.6%
FFG
111
Frisch Financial Group
New York
$397K +$4.24K +79 +1%
FFS
112
Founders Financial Securities
Maryland
$374K -$1.35M -25,109 -78%
AWS
113
AJ Wealth Strategies
New York
$348K -$287K -5,345 -45%
TAM
114
Townsend Asset Management
North Carolina
$332K -$30.6K -570 -8%
CAN
115
Cetera Advisor Networks
California
$330K +$88.5K +1,646 +37%
FWP
116
Firethorn Wealth Partners
Georgia
$272K +$272K +5,070 New
CFGS
117
Concourse Financial Group Securities
Alabama
$265K -$32.9K -612 -11%
AFAS
118
Acorn Financial Advisory Services
Virginia
$255K
CCA
119
Catalyst Capital Advisors
New York
$252K
TCM
120
Teza Capital Management
Illinois
$249K
MNBTD
121
Moody National Bank Trust Division
Texas
$238K +$10.6K +197 +5%
5L
122
55I LLC
Massachusetts
$234K -$6.08K -113 -3%
MFS
123
McNamara Financial Services
Massachusetts
$233K
CA
124
Calton & Associates
Florida
$232K +$232K +4,321 New
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$225K +$2.9K +54 +1%