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WisdomTree Yield Enhanced US Aggregate Bond Fund

162 hedge funds and large institutions have $717M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-9
Holders Change %
-5.26%
% of All Funds
2.85%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
16
Increased
65
Reduced
54
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
151
EPG Wealth Management
Georgia
$6K +$6K +111 New
HA
152
Herold Advisors
New York
$6K +$6K +125 New
LPWM
153
Lake Point Wealth Management
Texas
$4K
SL
154
Savior LLC
Massachusetts
$3K
FHA
155
First Horizon Advisors
Tennessee
$3K
US Bancorp
156
US Bancorp
Minnesota
$3K
Fidelity Investments
157
Fidelity Investments
Massachusetts
$3K +$692 +15 +30%
CI
158
CX Institutional
Indiana
$2K -$7.11K -135 -78%
DAC
159
Dividend Assets Capital
South Carolina
$2K
LFG
160
Larson Financial Group
Missouri
$1K
BlackRock
161
BlackRock
New York
$1K
EVM
162
Eaton Vance Management
Massachusetts
$1K
Jane Street
163
Jane Street
New York
-$6.31M -120,797 Closed
CRI
164
Colonial River Investments
Virginia
-$1.58M -30,165 Closed
VWM
165
Vigilare Wealth Management
Arizona
-$1.47M -28,114 Closed
NA
166
NewEdge Advisors
Louisiana
-$1.26M -24,122 Closed
AI
167
Atria Investments
North Carolina
-$1.11M -21,245 Closed
BAAM
168
Baker Avenue Asset Management
California
-$731K -14,005 Closed
ARC
169
Advisor Resource Council
Texas
-$663K -12,700 Closed
Renaissance Technologies
170
Renaissance Technologies
New York
-$308K -5,900 Closed
OPS
171
Orion Portfolio Solutions
Nebraska
-$233K -4,472 Closed
SW
172
SlateStone Wealth
Florida
-$202K -3,870 Closed
PA
173
Perennial Advisors
New York
-$199K -3,812 Closed
Deutsche Bank
174
Deutsche Bank
Germany
-$86K -1,648 Closed
PO
175
Private Ocean
California
-$55K -1,044 Closed