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WisdomTree Yield Enhanced US Aggregate Bond Fund

140 hedge funds and large institutions have $658M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-21
Holders Change %
-13.04%
% of All Funds
2.42%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
8
Increased
55
Reduced
56
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
101
United Capital Financial Advisors
Texas
$203K +$203K +4,816 New
VRM
102
Vectors Research Management
New York
$201K
HC
103
HNP Capital
New York
$201K
CFGS
104
Concourse Financial Group Securities
Alabama
$143K -$1.82K -43 -1%
WAS
105
Winch Advisory Services
Wisconsin
$138K +$18.9K +449 +16%
TC
106
Truvestments Capital
Florida
$125K -$2.84K -67 -2%
CAL
107
Capital Analysts LLC
Pennsylvania
$103K +$760 +18 +0.7%
PFA
108
Professional Financial Advisors
Nebraska
$90K +$631 +15 +0.7%
PB
109
Pinnacle Bancorp
Nebraska
$87K
WTA
110
Washington Trust Advisors
Massachusetts
$75K -$5.96K -141 -7%
NFSG
111
Newbridge Financial Services Group
Florida
$65K
CFO
112
CVA Family Office
Colorado
$57K +$377 +9 +0.7%
TFGT
113
TS Financial Group (TSFG)
Illinois
$43K -$69.6K -1,668 -62%
MA
114
MUFG Americas
New York
$43K
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$42K +$42K +984 New
TFA
116
Transamerica Financial Advisors
Florida
$38K -$346 -8 -0.9%
GWM
117
Geneos Wealth Management
Colorado
$32K +$9.05K +217 +39%
C
118
Covestor
United Kingdom
$30K -$11.7K -282 -28%
HI
119
Harbour Investments
Wisconsin
$30K
S
120
Surevest
California
$22K
RCM
121
Raleigh Capital Management
North Carolina
$20K -$1.07K -25 -5%
GAG
122
Goodman Advisory Group
Massachusetts
$15K -$1.53K -36 -9%
GEA
123
Glen Eagle Advisors
New Jersey
$14.1K -$10.4K -247 -42%
PTC
124
Private Trust Company
Ohio
$14K +$6.6K +158 +89%
CIAS
125
Capital Investment Advisory Services
North Carolina
$9K -$4.59K -106 -34%