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WisdomTree Yield Enhanced US Aggregate Bond Fund

145 hedge funds and large institutions have $656M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+5
Holders Change %
+3.57%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
29
Increased
45
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCC
126
Money Concepts Capital
Florida
$17.8K +$17.8K +417 New
CWP
127
Concord Wealth Partners
Virginia
$17K +$17K +398 New
HWMA
128
Heritage Wealth Management (Arizona)
Arizona
$15.8K +$7.89K +185 +100%
TFGT
129
TS Financial Group (TSFG)
Illinois
$15K -$29K -679 -66%
Citigroup
130
Citigroup
New York
$13.3K +$13.2K +309 +7,725%
CIAS
131
Capital Investment Advisory Services
North Carolina
$8.57K -$299 -7 -3%
AA
132
Addison Advisors
Vermont
$8.27K +$8.27K +194 New
SWM
133
Spire Wealth Management
Virginia
$8K
HI
134
Harbour Investments
Wisconsin
$7.48K -$21.3K -498 -74%
RTL
135
Red Tortoise LLC
Georgia
$6.78K +$6.78K +159 New
ACA
136
Aptus Capital Advisors
Alabama
$3.33K
GWANC
137
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.33K
RG
138
Retirement Group
California
$3K
AF
139
Affiance Financial
Minnesota
$2.39K +$2.39K +56 New
US Bancorp
140
US Bancorp
Minnesota
$2.05K
WTA
141
Washington Trust Advisors
Massachusetts
$1.45K -$74.2K -1,739 -98%
USCWA
142
U.S. Capital Wealth Advisors
Texas
$1.15K +$1.15K +27 New
LFG
143
Larson Financial Group
Missouri
$640
Fidelity Investments
144
Fidelity Investments
Massachusetts
$121
KW
145
KWB Wealth
California
-$12.7M -300,710 Closed
Ameriprise
146
Ameriprise
Minnesota
-$5.22M -123,553 Closed
CCA
147
Clearwater Capital Advisors
Illinois
-$3.74M -88,566 Closed
ACK
148
Andrew C. Karlinski
-$1.06M -25,170 Closed
WP
149
WealthSource Partners
California
-$828K -19,622 Closed
SCA
150
Stonebridge Capital Advisors
Minnesota
-$361K -8,553 Closed