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WisdomTree Yield Enhanced US Aggregate Bond Fund

162 hedge funds and large institutions have $717M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-9
Holders Change %
-5.26%
% of All Funds
2.85%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
16
Increased
65
Reduced
54
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
126
OneDigital Investment Advisors
Kansas
$205K -$62.6K -1,205 -23%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$178K +$167K +3,218 +1,532%
CAL
128
Capital Analysts LLC
Pennsylvania
$134K -$35.5K -685 -21%
COCM
129
Charter Oak Capital Management
New Hampshire
$121K +$52 +1 +0%
APA
130
American Portfolios Advisors
New York
$119K +$104 +2 +0.1%
CFO
131
CVA Family Office
Colorado
$116K -$2.53K -47 -2%
PB
132
Pinnacle Bancorp
Nebraska
$107K
LAS
133
Lloyd Advisory Services
Georgia
$96K +$50.7K +979 +112%
NFSG
134
Newbridge Financial Services Group
Florida
$92K +$71.6K +1,375 +351%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$75K +$64.1K +1,229 +585%
HI
136
Harbour Investments
Wisconsin
$67K -$4.18K -81 -6%
GEA
137
Glen Eagle Advisors
New Jersey
$65.8K
BMD
138
Better Money Decisions
New Mexico
$65K
CFA
139
Carroll Financial Associates
North Carolina
$60K +$207 +4 +0.3%
GWM
140
Geneos Wealth Management
Colorado
$46K
DWP
141
Destiny Wealth Partners
Florida
$44K +$44K +848 New
NFG
142
Next Financial Group
Texas
$27K
TCWM
143
Total Clarity Wealth Management
Illinois
$26K +$26K +500 New
AF
144
Allworth Financial
California
$26K +$26K +508 New
CFD
145
Creative Financial Designs
Indiana
$18K -$5.14K -100 -22%
SWM
146
Spire Wealth Management
Virginia
$10K
HWMA
147
Heritage Wealth Management (Arizona)
Arizona
$10K
RTL
148
Red Tortoise LLC
Georgia
$7K +$7K +158 New
1IA
149
1834 Investment Advisors
Wisconsin
$6K -$1.25K -25 -17%
MA
150
MUFG Americas
New York
$6K