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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

147 hedge funds and large institutions have $657M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
52
Reduced
48
Closed
12
Calls
$43K
Puts
$43K
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$24M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.3M
3
SF
3
Symphony Financial
Texas
$5.28M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.63M
5
WP
5
WealthPLAN Partners
Nebraska
$3.12M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$116M
2
LPL Financial
2
LPL Financial
California
$64.5M
3
Jane Street
3
Jane Street
New York
$16.7M
4
SC
4
Savant Capital
Illinois
$58.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
101
William Blair & Company
Illinois
$219K +$1.12K +26 +0.5%
BOSSRA
102
B.O.S.S. Retirement Advisors
Utah
$218K +$12.4K +287 +6%
IGWM
103
ICA Group Wealth Management
Colorado
$216K -$15.8K -366 -7%
FAIM
104
Financial Advocates Investment Management
Washington
$216K -$173K -4,009 -44%
AWS
105
Atria Wealth Solutions
New York
$209K +$209K +4,850 New
RIA
106
Realta Investment Advisors
Delaware
$205K -$4.31K -100 -2%
WAS
107
Winch Advisory Services
Wisconsin
$197K +$19.5K +451 +11%
CFD
108
Creative Financial Designs
Indiana
$176K +$114K +2,656 +185%
TAM
109
Townsend Asset Management
North Carolina
$176K +$517 +12 +0.3%
CFGS
110
Concourse Financial Group Securities
Alabama
$129K -$2.93K -68 -2%
AF
111
Allworth Financial
California
$105K -$148K -3,426 -58%
PB
112
Pinnacle Bancorp
Nebraska
$88.6K – – –
OLVIG
113
Oliver Lagore Vanvalin Investment Group
Michigan
$84.4K +$84.4K +1,958 New
Citigroup
114
Citigroup
New York
$80.4K +$215 +5 +0.3%
SL
115
Savior LLC
Massachusetts
$61.8K +$215 +5 +0.3%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$52.4K +$52.4K +1,215 New
SPIA
117
Steward Partners Investment Advisory
New York
$43.1K +$43.1K +1,000 New
PTC
118
Private Trust Company
Ohio
$42.5K +$21.1K +489 +98%
CAL
119
Capital Analysts LLC
Pennsylvania
$38K -$2.53K -58 -6%
TC
120
Truvestments Capital
Florida
$30K – – –
C
121
Covestor
United Kingdom
$24K -$4.8K -110 -17%
SCA
122
Stonebridge Capital Advisors
Minnesota
$19.9K +$19.9K +462 New
CWP
123
Concord Wealth Partners
Virginia
$17.2K – – –
IA
124
IFP Advisors
Florida
$16.2K – – –
SIS
125
Sound Income Strategies
Florida
$15.7K – – –
3 4
5
6 7