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WisdomTree Yield Enhanced US Aggregate Bond Fund

185 hedge funds and large institutions have $780M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.86%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
55
Reduced
66
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
151
Newbridge Financial Services Group
Florida
$91K
C
152
Covestor
United Kingdom
$89K +$89K +1,712 New
CFA
153
Carroll Financial Associates
North Carolina
$78K +$18.6K +363 +31%
Fidelity Investments
154
Fidelity Investments
Massachusetts
$75K +$71.7K +1,400 +2,154%
PA
155
PSI Advisors
Florida
$71K -$210K -4,082 -75%
GEA
156
Glen Eagle Advisors
New Jersey
$65.5K
MAM
157
Meeder Asset Management
Ohio
$56K -$171K -3,313 -75%
GWM
158
Geneos Wealth Management
Colorado
$46K
SFM
159
Signet Financial Management
New Jersey
$37K +$37K +720 New
HI
160
Harbour Investments
Wisconsin
$35K -$32.7K -627 -48%
NFG
161
Next Financial Group
Texas
$27K -$207 -4 -0.8%
S
162
Surevest
California
$27K +$27K +520 New
TCWM
163
Total Clarity Wealth Management
Illinois
$26K
RCM
164
Raleigh Capital Management
North Carolina
$24K +$24K +312 New
CWP
165
Concord Wealth Partners
Virginia
$20K +$20K +386 New
AF
166
Allworth Financial
California
$16K -$10.6K -203 -40%
CIAS
167
Capital Investment Advisory Services
North Carolina
$16K +$16K +314 New
DWP
168
Destiny Wealth Partners
Florida
$14K -$30K -578 -68%
HFS
169
Horizon Financial Services
North Carolina
$13.7K -$593K -11,475 -98%
SWM
170
Spire Wealth Management
Virginia
$12K +$2.1K +40 +21%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$11K -$64.4K -1,229 -85%
EWM
172
EPG Wealth Management
Georgia
$6K
MA
173
MUFG Americas
New York
$6K
1IA
174
1834 Investment Advisors
Wisconsin
$6K
LPWM
175
Lake Point Wealth Management
Texas
$4K