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WisdomTree Yield Enhanced US Aggregate Bond Fund

158 hedge funds and large institutions have $838M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+6
Holders Change %
+3.95%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
27
Increased
58
Reduced
52
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
126
Allworth Financial
California
$85.7K
VWM
127
Venturi Wealth Management
Texas
$70.4K +$20.8K +472 +42%
Citigroup
128
Citigroup
New York
$68.4K -$9.77K -222 -13%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$53.5K
HGERS
130
Householder Group Estate & Retirement Specialist
Arizona
$42K -$10.9K -247 -21%
PTC
131
Private Trust Company
Ohio
$37.9K -$1.5K -34 -4%
LFA
132
LGT Financial Advisors
Texas
$32.8K
SIS
133
Sound Income Strategies
Florida
$32.2K +$16.2K +367 +101%
TAM
134
Tucker Asset Management
Colorado
$29.1K +$24.4K +555 +524%
T
135
Tidemark
California
$27.2K +$27.2K +619 New
CPA
136
Clear Point Advisors
New York
$23K +$23K +522 New
C
137
Covestor
United Kingdom
$22K -$1.95K -44 -8%
OLVIG
138
Oliver Lagore Vanvalin Investment Group
Michigan
$18.2K -$31.4K -713 -63%
CWP
139
Concord Wealth Partners
Virginia
$17.5K
CAL
140
Capital Analysts LLC
Pennsylvania
$15K -$4.28K -95 -22%
TC
141
Truvestments Capital
Florida
$13.8K
IA
142
IFP Advisors
Florida
$12.1K -$4.45K -101 -27%
TFGT
143
TS Financial Group (TSFG)
Illinois
$10K
FFA
144
Farther Finance Advisors
California
$9.2K +$9.2K +209 New
CIAS
145
Capital Investment Advisory Services
North Carolina
$8.85K
SWM
146
Spire Wealth Management
Virginia
$8.22K
GWM
147
Geneos Wealth Management
Colorado
$6.6K
US Bancorp
148
US Bancorp
Minnesota
$6.47K +$6.47K +147 New
KFI
149
Key Financial Inc
Pennsylvania
$6.03K
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$3.79K +$3.57K +81 +1,620%