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WisdomTree Yield Enhanced US Aggregate Bond Fund

185 hedge funds and large institutions have $780M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.86%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
55
Reduced
66
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
5L
101
55I LLC
Massachusetts
$523K +$59K +1,142 +13%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$508K +$3.67K +71 +0.7%
CWM
103
Congress Wealth Management
Massachusetts
$494K +$494K +9,562 New
Betterment LLC
104
Betterment LLC
New York
$486K +$486K +9,397 New
IWP
105
IAG Wealth Partners
Wisconsin
$485K -$121K -2,347 -20%
RIA
106
Realta Investment Advisors
Delaware
$455K -$5.68K -110 -1%
MFS
107
McNamara Financial Services
Massachusetts
$442K -$2.17K -42 -0.5%
FAG
108
Fortitude Advisory Group
Washington
$442K +$442K +8,553 New
GAG
109
GM Advisory Group
New York
$384K -$8.16K -158 -2%
FPAS
110
Focus Partners Advisor Solutions
Missouri
$377K +$377K +7,288 New
MF
111
Meridian Financial
Massachusetts
$357K +$357K +6,908 New
SPC
112
Sigma Planning Corp
Michigan
$325K -$8.33K -161 -2%
NC
113
NewSquare Capital
Pennsylvania
$320K +$59.2K +1,145 +23%
RG
114
Retirement Group
California
$319K -$168K -3,252 -35%
TAM
115
Townsend Asset Management
North Carolina
$307K +$671 +13 +0.2%
LFGH
116
Lee Financial Group Hawaii
Hawaii
$305K -$134K -2,598 -31%
MNBTD
117
Moody National Bank Trust Division
Texas
$304K +$24.5K +475 +9%
WWM
118
Western Wealth Management
Colorado
$301K +$301K +5,834 New
FFS
119
Founders Financial Securities
Maryland
$264K +$2.59K +50 +1%
WF
120
Wayfinding Financial
Washington
$255K +$255K +5,078 New
VRM
121
Vectors Research Management
New York
$250K -$7.23K -140 -3%
HC
122
HNP Capital
New York
$250K -$7.23K -140 -3%
DP
123
Denver PWM
Colorado
$249K +$21.4K +416 +9%
AWE
124
Avidian Wealth Enterprises
Texas
$248K +$248K +4,796 New
AFAS
125
Acorn Financial Advisory Services
Virginia
$246K