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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
VPF
126
Vantage Point Financial
Illinois
$202K
EWM
127
Evolution Wealth Management
Florida
$170K
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$165K
FFA
129
Frazier Financial Advisors
Ohio
$160K
Citigroup
130
Citigroup
New York
$158K
BIM
131
Breakwater Investment Management
Washington
$144K
ACA
132
Aptus Capital Advisors
Alabama
$130K
SS
133
SBI Securities
Japan
$104K
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$99K
PB
135
Pinnacle Bancorp
Nebraska
$90.6K
Comerica Bank
136
Comerica Bank
Texas
$81.4K
C
137
Covestor
United Kingdom
$74K
DWM
138
Darwin Wealth Management
Florida
$49.4K
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$46.8K
SPIA
140
Steward Partners Investment Advisory
New York
$23.3K
T
141
Tidemark
California
$22K
TAM
142
Tucker Asset Management
Colorado
$20.5K
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$19K
GWSG
144
GPS Wealth Strategies Group
Colorado
$17.9K
KFI
145
Key Financial Inc
Pennsylvania
$15.5K
AF
146
Allworth Financial
California
$14.6K
GT
147
Glenmede Trust
Pennsylvania
$14.1K
CT
148
Caldwell Trust
Florida
$13.2K
CAL
149
Capital Analysts LLC
Pennsylvania
$13K
PTC
150
Private Trust Company
Ohio
$10.2K