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WisdomTree Yield Enhanced US Aggregate Bond Fund

161 hedge funds and large institutions have $739M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 87 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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 +$29.8M
2 +$11.8M
3 +$3M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.84M
5
UBS AM
UBS AM
Illinois
+$2.61M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Alterna Wealth Management
Texas
$346K
CFO
102
CVA Family Office
Colorado
$343K
RFG
103
REAP Financial Group
Texas
$336K
SW
104
Simplicity Wealth
New Jersey
$321K
SFG
105
SNS Financial Group
Minnesota
$317K
CA
106
CoreCap Advisors
Michigan
$308K
TFG
107
Team Financial Group
California
$307K
FWA
108
FORM Wealth Advisors
Wisconsin
$296K
UAG
109
United Advisor Group
Ohio
$292K
SL
110
SWMG LLC
Texas
$284K
CFD
111
Creative Financial Designs
Indiana
$272K
WWM
112
Western Wealth Management
Colorado
$270K
MF
113
Meridian Financial
Massachusetts
$256K
HAG
114
HF Advisory Group
Maryland
$242K
DAS
115
Dynamic Advisor Solutions
Arizona
$234K
O3W
116
Omni 360 Wealth
New Jersey
$233K
FPAS
117
Focus Partners Advisor Solutions
Missouri
$233K
CF
118
Centaurus Financial
California
$233K
IWM
119
IHT Wealth Management
Illinois
$226K
IFWM
120
Institute for Wealth Management
Colorado
$226K
VCA
121
Verdence Capital Advisors
Maryland
$219K
QWM
122
Quadcap Wealth Management
Texas
$213K
VFG
123
Victory Financial Group
Texas
$211K
VT
124
Vise Technologies
New York
$207K
AFAS
125
Acorn Financial Advisory Services
Virginia
$201K