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WisdomTree Yield Enhanced US Aggregate Bond Fund

162 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, 87 increasing their positions, 41 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
162
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
FHC
151
First Horizon Corporation
Tennessee
$8.69K
ASN
152
Advisory Services Network
Georgia
$8.26K
TWM
153
TopTier Wealth Management
Wisconsin
$7.47K
CIAS
154
Capital Investment Advisory Services
North Carolina
$7.39K
ECA
155
Elevated Capital Advisors
Utah
$7.34K
CAM
156
Costello Asset Management
Pennsylvania
$5.97K
NB
157
NBT Bank
New York
$4.34K
VAI
158
Vanguard Advisers Inc
Pennsylvania
$652
SAS
159
Spurstone Advisory Services
Connecticut
$435
EWA
160
EverSource Wealth Advisors
Alabama
$130
GT
161
Glenmede Trust
Pennsylvania
$43
Corient Private Wealth
162
Corient Private Wealth
Florida
NAM
163
NorthCrest Asset Manangement
Minnesota
IWN
164
Independent Wealth Network
Iowa
DAS
165
Diversify Advisory Services
Utah
WWM
166
Westwood Wealth Management
California
OWA
167
Opal Wealth Advisors
New York
SIC
168
SFE Investment Counsel
California
RL
169
Retireful LLC
Michigan
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
VPF
172
Vantage Point Financial
Illinois
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania