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WisdomTree Yield Enhanced US Aggregate Bond Fund

158 hedge funds and large institutions have $838M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+6
Holders Change %
+3.95%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
27
Increased
58
Reduced
52
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
101
Merit Financial Group
Georgia
$325K -$1.89K -43 -0.6%
HI
102
Harbour Investments
Wisconsin
$320K +$314K +7,139 +5,492%
MF
103
Meridian Financial
Massachusetts
$311K +$6.12K +139 +2%
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$33.7K +766 +13%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$291K -$136K -3,082 -32%
IWM
106
IHT Wealth Management
Illinois
$290K -$42K -955 -13%
CFD
107
Creative Financial Designs
Indiana
$282K +$25.4K +578 +10%
SAS
108
SMI Advisory Services
Indiana
$273K +$273K +6,233 New
NC
109
NewSquare Capital
Pennsylvania
$270K +$12.5K +285 +5%
BFG
110
Beacon Financial Group
Texas
$270K +$270K +6,135 New
PCA
111
Prosperity Capital Advisors
Ohio
$268K -$6.74K -153 -2%
PA
112
Perennial Advisors
New York
$264K
FFA
113
Frazier Financial Advisors
Ohio
$257K +$257K +5,827 New
CA
114
CoreCap Advisors
Michigan
$254K -$2.47K -56 -1%
FAIM
115
Financial Advocates Investment Management
Washington
$251K -$19.9K -451 -7%
MW
116
Maia Wealth
Colorado
$229K +$229K +5,201 New
VCA
117
Verdence Capital Advisors
Maryland
$220K -$12.5K -283 -5%
AFAS
118
Acorn Financial Advisory Services
Virginia
$212K +$212K +4,826 New
UCFA
119
United Capital Financial Advisors
Texas
$208K -$9.68K -220 -4%
RIM
120
Redwood Investment Management
Arizona
$205K -$64.1K -1,458 -24%
IGWM
121
ICA Group Wealth Management
Colorado
$146K -$69.5K -1,580 -32%
Comerica Bank
122
Comerica Bank
Texas
$130K
CFGS
123
Concourse Financial Group Securities
Alabama
$124K +$396 +9 +0.3%
TAM
124
Townsend Asset Management
North Carolina
$123K -$8.01K -182 -6%
PB
125
Pinnacle Bancorp
Nebraska
$90.5K