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WisdomTree Yield Enhanced US Aggregate Bond Fund

163 hedge funds and large institutions have $739M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 88 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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 +$29.8M
2 +$11.8M
3 +$3M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.84M
5
UBS AM
UBS AM
Illinois
+$2.61M
Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
126
Acorn Financial Advisory Services
Virginia
$201K
KFG
127
Kingdom Financial Group
Arizona
$195K
LAS
128
Lloyd Advisory Services
Georgia
$195K
Citigroup
129
Citigroup
New York
$167K
EWM
130
Evolution Wealth Management
Florida
$163K
FFA
131
Frazier Financial Advisors
Ohio
$158K
BIM
132
Breakwater Investment Management
Washington
$142K
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$128K
ACA
134
Aptus Capital Advisors
Alabama
$128K
SS
135
SBI Securities
Japan
$124K
C
136
Covestor
United Kingdom
$91K
PB
137
Pinnacle Bancorp
Nebraska
$89.4K
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$80.3K
RFA
139
Reyes Financial Architecture
California
$54.5K
DWM
140
Darwin Wealth Management
Florida
$49.2K
SPIA
141
Steward Partners Investment Advisory
New York
$32.5K
SWM
142
SHP Wealth Management
Massachusetts
$29.9K
KFI
143
Key Financial Inc
Pennsylvania
$24.9K
T
144
Tidemark
California
$21.7K
IA
145
IFP Advisors
Florida
$21.3K
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$20.8K
AF
147
Allworth Financial
California
$14.4K
Fidelity Investments
148
Fidelity Investments
Massachusetts
$14.3K
CT
149
Caldwell Trust
Florida
$13K
TAM
150
Townsend Asset Management
North Carolina
$9.4K