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WisdomTree Yield Enhanced US Aggregate Bond Fund

174 hedge funds and large institutions have $774M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-11
Holders Change %
-5.95%
% of All Funds
2.75%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
20
Increased
64
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SB
126
Strategic Blueprint
Georgia
$225K +$1.29K +27 +0.6%
RG
127
Retirement Group
California
$219K -$76.4K -1,595 -26%
CFGS
128
Concourse Financial Group Securities
Alabama
$211K +$7.1K +148 +3%
TC
129
Truvestments Capital
Florida
$209K +$239 +5 +0.1%
BPA
130
Beacon Pointe Advisors
California
$200K +$200K +4,184 New
TFGT
131
TS Financial Group (TSFG)
Illinois
$195K -$10.4K -217 -5%
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$177K +$96 +2 +0.1%
BA
133
Bivin & Associates
Oklahoma
$175K +$5.42K +113 +3%
CAL
134
Capital Analysts LLC
Pennsylvania
$115K +$526 +11 +0.5%
CFO
135
CVA Family Office
Colorado
$107K +$526 +11 +0.5%
PFA
136
Professional Financial Advisors
Nebraska
$101K -$14.6K -306 -13%
PB
137
Pinnacle Bancorp
Nebraska
$98K
COCM
138
Charter Oak Capital Management
New Hampshire
$97K +$95 +2 +0.1%
LAS
139
Lloyd Advisory Services
Georgia
$94K -$6.92K -144 -7%
APA
140
American Portfolios Advisors
New York
$93.5K
WTA
141
Washington Trust Advisors
Massachusetts
$92K +$2.36K +49 +3%
NFSG
142
Newbridge Financial Services Group
Florida
$74K -$10.8K -225 -13%
C
143
Covestor
United Kingdom
$64K -$18.5K -384 -22%
GEA
144
Glen Eagle Advisors
New Jersey
$60.6K
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$60K -$736K -15,349 -92%
WAM
146
Worth Asset Management
Texas
$49K +$49K +1,066 New
GWM
147
Geneos Wealth Management
Colorado
$43K
MCC
148
Money Concepts Capital
Florida
$34K +$34K +718 New
CWP
149
Concord Wealth Partners
Virginia
$30K +$11.5K +239 +62%
S
150
Surevest
California
$25K