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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

160 hedge funds and large institutions have $695M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-8
Holders Change %
-4.76%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
10
Increased
59
Reduced
69
Closed
18
Calls
$598K
Puts
–
Net Calls
+$598K
Net Calls Change
+$72K

Top Buyers

1
CFG
1
Citizens Financial Group
Rhode Island
$10.2M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$10M
3
UBS Group
3
UBS Group
Switzerland
$20.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.9M
5
Jane Street
5
Jane Street
New York
$4.91M

Top Sellers

1
TC
1
Trilogy Capital
California
$4.92M
2
Bank of America
2
Bank of America
North Carolina
$95.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.14M
4
IWP
4
Invenio Wealth Partners
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$9.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Advisornet Financial
Minnesota
$8.77K – – –
CIAS
152
Capital Investment Advisory Services
North Carolina
$8.77K – – –
FHA
153
First Horizon Advisors
Tennessee
$8.73K – – –
EWA
154
EverSource Wealth Advisors
Alabama
$8.68K – – –
CAM
155
Costello Asset Management
Pennsylvania
$5.83K -$696 -16 -11%
Qube Research & Technologies (QRT)
156
Qube Research & Technologies (QRT)
United Kingdom
$3.62K +$3.62K +83 New
PA
157
Parallel Advisors
California
$2.13K +$2.13K +49 New
Fidelity Investments
158
Fidelity Investments
Massachusetts
$1.26K -$56.6K -1,300 -98%
SAS
159
Spurstone Advisory Services
Connecticut
$436 – – –
IWP
160
Invenio Wealth Partners
Florida
– -$11.1M -255,249 Closed
Mariner
161
Mariner
Kansas
– -$1.93M -44,528 Closed
WA
162
Win Advisors
Florida
– -$888K -20,438 Closed
FTS
163
Fifth Third Securities
Ohio
– -$473K -10,887 Closed
Wealth Enhancement Advisory Services
164
Wealth Enhancement Advisory Services
Minnesota
– -$388K -8,929 Closed
OMC
165
Old Mission Capital
Illinois
– -$289K -6,645 Closed
PA
166
Perennial Advisors
New York
– -$283K -6,505 Closed
BWP
167
Baldwin Wealth Partners
Massachusetts
– -$239K -5,499 Closed
NA
168
NewEdge Advisors
Louisiana
– -$235K -5,408 Closed
Envestnet Portfolio Solutions
169
Envestnet Portfolio Solutions
Illinois
– -$213K -4,906 Closed
WF
170
Wayfinding Financial
Washington
– -$129K -2,990 Closed
PA
171
PSI Advisors
Florida
– -$111K -2,558 Closed
WSFS
172
Wilmington Savings Fund Society
Delaware
– -$13.9K -320 Closed
TC
173
Truvestments Capital
Florida
– -$13.6K -313 Closed
EWP
174
Elevation Wealth Partners
California
– -$11.1K -256 Closed
SIS
175
Sound Income Strategies
Florida
– -$5.86K -135 Closed
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7
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