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WisdomTree Yield Enhanced US Aggregate Bond Fund

171 hedge funds and large institutions have $719M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-4
Holders Change %
-2.29%
% of All Funds
2.99%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
16
Increased
69
Reduced
61
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
151
Royal Bank of Canada
Ontario, Canada
$11K -$8.12K -155 -42%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$11K
SWM
153
Spire Wealth Management
Virginia
$10K -$294K -5,555 -97%
HWMA
154
Heritage Wealth Management (Arizona)
Arizona
$10K +$10K +185 New
CI
155
CX Institutional
Indiana
$9K -$155K -2,988 -95%
1IA
156
1834 Investment Advisors
Wisconsin
$8K -$562K -10,191 -99%
ASN
157
Advisory Services Network
Georgia
$8K +$8K +146 New
MA
158
MUFG Americas
New York
$6K
SCA
159
Stonebridge Capital Advisors
Minnesota
$5K
FFG
160
Ford Financial Group
California
$5K +$5K +97 New
US Bancorp
161
US Bancorp
Minnesota
$4K +$1.3K +23 +48%
LPWM
162
Lake Point Wealth Management
Texas
$4K +$4K +73 New
SWG
163
Summit Wealth Group
Vermont
$4K +$4K +83 New
SL
164
Savior LLC
Massachusetts
$3K
FHA
165
First Horizon Advisors
Tennessee
$3K +$42 +1 +1%
DAC
166
Dividend Assets Capital
South Carolina
$2K -$17K -247 -89%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$2K -$240 -6 -11%
SPIA
168
Steward Partners Investment Advisory
New York
$2K
EVM
169
Eaton Vance Management
Massachusetts
$1K -$48.5K -727 -98%
BlackRock
170
BlackRock
New York
$1K
LFG
171
Larson Financial Group
Missouri
$1K
SI
172
SimpliFi Inc
California
-$49.2M -960,588 Closed
Citadel Advisors
173
Citadel Advisors
Florida
-$21.7M -423,427 Closed
UR
174
USCA RIA
Texas
-$5.61M -109,636 Closed
IWC
175
Integrated Wealth Concepts
Massachusetts
-$3.25M -63,499 Closed