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WisdomTree Yield Enhanced US Aggregate Bond Fund

164 hedge funds and large institutions have $688M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.78M
2 +$7.83M
3 +$6.71M
4
MFG
Merit Financial Group
Georgia
+$5.86M
5
Mariner
Mariner
Kansas
+$5.78M

Top Sellers

1 -$9.63M
2 -$7.29M
3 -$6.82M
4
HighTower Advisors
HighTower Advisors
Illinois
-$4.7M
5
Jane Street
Jane Street
New York
-$3.54M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
101
Simplicity Wealth
New Jersey
$327K
SFG
102
SNS Financial Group
Minnesota
$321K
KFG
103
Kingdom Financial Group
Arizona
$310K
TFG
104
Team Financial Group
California
$308K
FWA
105
FORM Wealth Advisors
Wisconsin
$297K
UAG
106
United Advisor Group
Ohio
$294K
SL
107
SWMG LLC
Texas
$288K
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$280K
WWM
109
Western Wealth Management
Colorado
$274K
CFD
110
Creative Financial Designs
Indiana
$267K
MF
111
Meridian Financial
Massachusetts
$257K
IFWM
112
Institute for Wealth Management
Colorado
$247K
IA
113
IFP Advisors
Florida
$240K
O3W
114
Omni 360 Wealth
New Jersey
$239K
DAS
115
Dynamic Advisor Solutions
Arizona
$236K
HAG
116
HF Advisory Group
Maryland
$236K
CF
117
Centaurus Financial
California
$235K
Citadel Advisors
118
Citadel Advisors
Florida
$233K
IWM
119
IHT Wealth Management
Illinois
$229K
VCA
120
Verdence Capital Advisors
Maryland
$220K
QWM
121
Quadcap Wealth Management
Texas
$216K
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$212K
VFG
123
Victory Financial Group
Texas
$207K
VT
124
Vise Technologies
New York
$207K
AFAS
125
Acorn Financial Advisory Services
Virginia
$204K