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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

152 hedge funds and large institutions have $887M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
21
Increased
73
Reduced
42
Closed
18
Calls
$107K
Puts
–
Net Calls
+$107K
Net Calls Change
+$107K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.7M
2
BFG
Beacon Financial Group
Texas
$8.03M
3
Ameriprise
Ameriprise
Minnesota
$6.33M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$44.5M
5
TC
Trilogy Capital
California
$38.9M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$1.71M
2
WP
WealthPLAN Partners
Nebraska
$0
3
GSEP
Golden State Equity Partners
California
$0
4
LPL Financial
LPL Financial
California
$52M
5
NA
NewEdge Advisors
Louisiana
$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
151
Peterson Financial Group
Iowa
$514 +$514 +11 New
WP
152
WealthPLAN Partners
Nebraska
– -$3.01M -70,083 Closed
GSEP
153
Golden State Equity Partners
California
– -$2.5M -58,007 Closed
CWA
154
Centennial Wealth Advisory
Michigan
– -$1.26M -29,231 Closed
IF
155
Intrua Financial
Texas
– -$471K -10,970 Closed
MWM
156
Maripau Wealth Management
Indiana
– -$297K -6,911 Closed
MFG
157
Merit Financial Group
Georgia
– -$249K -5,798 Closed
GI
158
Gradient Investments
Minnesota
– -$246K -5,716 Closed
OLA
159
Oliver Luxxe Assets
New Jersey
– -$217K -5,061 Closed
GAG
160
GM Advisory Group
New York
– -$214K -4,983 Closed
RIA
161
Realta Investment Advisors
Delaware
– -$142K -3,305 Closed
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
– -$39.9K -928 Closed
LFA
163
LGT Financial Advisors
Texas
– -$32K -746 Closed
IAIM
164
International Assets Investment Management
Florida
– -$14.5K -338 Closed
US Bancorp
165
US Bancorp
Minnesota
– -$3.14K -73 Closed
CAM
166
Creekmur Asset Management
Illinois
– -$1.38K -32 Closed
WTA
167
Washington Trust Advisors
Massachusetts
– -$989 -23 Closed
TWP
168
Triad Wealth Partners
Kansas
– -$430 -10 Closed
BNP Paribas Financial Markets
169
BNP Paribas Financial Markets
France
– -$129 -3 Closed
EWM
170
EPG Wealth Management
Georgia
– -$687 – –
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