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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

133 hedge funds and large institutions have $738M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-12
Holders Change %
-8.28%
% of All Funds
2.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
47
Reduced
55
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$186M
2
Jane Street
Jane Street
New York
$27.2M
3
OMC
Old Mission Capital
Illinois
$8.28M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$45.8M
5
UBS Group
UBS Group
Switzerland
$10.9M

Top Sellers

1
SC
Savant Capital
Illinois
$64.8M
2
IA
IFP Advisors
Florida
$18.2K
3
SI
SimpliFi Inc
California
$35M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
RIA
Regal Investment Advisors
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$81.3K +$67.6K +1,547 +494%
CFD
102
Creative Financial Designs
Indiana
$62.9K +$1.35K +31 +2%
SL
103
Savior LLC
Massachusetts
$62.4K -$1.22K -28 -2%
CFO
104
CVA Family Office
Colorado
$60.5K +$524 +12 +0.9%
HGERS
105
Householder Group Estate & Retirement Specialist
Arizona
$53K +$53K +1,209 New
VWM
106
Venturi Wealth Management
Texas
$49.2K +$49.2K +1,127 New
CAL
107
Capital Analysts LLC
Pennsylvania
$41K -$1.76K -40 -4%
TC
108
Truvestments Capital
Florida
$30.5K -$95.2K -2,180 -76%
C
109
Covestor
United Kingdom
$29K -$3.47K -79 -11%
BAM
110
Belpointe Asset Management
Nevada
$25.8K +$1.75K +40 +7%
PTC
111
Private Trust Company
Ohio
$21.7K – – –
IA
112
IFP Advisors
Florida
$18.2K -$11M -226,544 -100%
CWP
113
Concord Wealth Partners
Virginia
$17.4K – – –
Fidelity Investments
114
Fidelity Investments
Massachusetts
$17.3K +$17.2K +394 +13,133%
NFSG
115
Newbridge Financial Services Group
Florida
$17.3K -$50.2K -1,147 -74%
SIS
116
Sound Income Strategies
Florida
$15.9K +$15.9K +365 New
AAS
117
Ameritas Advisory Services
Nebraska
$13K +$13K +298 New
TFGT
118
TS Financial Group (TSFG)
Illinois
$10K -$4.87K -115 -33%
WWP
119
WR Wealth Planners
Missouri
$9.52K +$9.52K +218 New
CIAS
120
Capital Investment Advisory Services
North Carolina
$8.78K – – –
SWM
121
Spire Wealth Management
Virginia
$8.26K – – –
RTL
122
Red Tortoise LLC
Georgia
$7.01K +$44 +1 +0.6%
GWM
123
Geneos Wealth Management
Colorado
$6.55K -$17.5K -400 -73%
HI
124
Harbour Investments
Wisconsin
$5.62K -$2.01K -46 -26%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$5.51K +$5.51K +126 New
3 4
5
6 7