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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

133 hedge funds and large institutions have $738M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-12
Holders Change %
-8.28%
% of All Funds
2.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
47
Reduced
55
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$186M
2
Jane Street
Jane Street
New York
$27.2M
3
OMC
Old Mission Capital
Illinois
$8.28M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$45.8M
5
UBS Group
UBS Group
Switzerland
$10.9M

Top Sellers

1
SC
Savant Capital
Illinois
$64.8M
2
IA
IFP Advisors
Florida
$18.2K
3
SI
SimpliFi Inc
California
$35M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
RIA
Regal Investment Advisors
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
151
Darwin Wealth Management
Florida
– -$212K -4,810 Closed
LSA
152
Lion Street Advisors
Texas
– -$244K -4,710 Closed
VRM
153
Vectors Research Management
New York
– -$171K -4,006 Closed
EE
154
EWG Elevate
California
– -$63.5K -1,488 Closed
TFA
155
Transamerica Financial Advisors
Florida
– -$38K -870 Closed
PA
156
Parallel Advisors
California
– -$35.4K -830 Closed
FMII
157
Farmers & Merchants Investments Inc
Nebraska
– -$26.2K -615 Closed
MCC
158
Money Concepts Capital
Florida
– -$17.8K -417 Closed
AA
159
Addison Advisors
Vermont
– -$8.27K -194 Closed
AF
160
Affiance Financial
Minnesota
– -$2.39K -56 Closed
USCWA
161
U.S. Capital Wealth Advisors
Texas
– -$1.15K -27 Closed
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