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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

162 hedge funds and large institutions have $853M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
27
Increased
76
Reduced
44
Closed
13
Calls
$39K
Puts
$399K
Net Calls
-$360K
Net Calls Change
-$467K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$56.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$17.1M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$46.8M
4
IAA
4
Independent Advisor Alliance
North Carolina
$3.38M
5
GSEP
5
Golden State Equity Partners
California
$3.13M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$123M
2
BFG
2
Beacon Financial Group
Texas
$4.15M
3
BWP
3
Baldwin Wealth Partners
Massachusetts
$504K
4
Jane Street
4
Jane Street
New York
$961K
5
NS
5
NBC Securities
Alabama
$2.45K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
151
Private Trust Company
Ohio
$12.1K -$1.12K -26 -8%
CAL
152
Capital Analysts LLC
Pennsylvania
$12K +$132 +3 +1%
EWP
153
Elevation Wealth Partners
California
$11K +$11K +256 New
CIAS
154
Capital Investment Advisory Services
North Carolina
$8.63K – – –
KFI
155
Key Financial Inc
Pennsylvania
$5.88K – – –
SIS
156
Sound Income Strategies
Florida
$5.79K – – –
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$3.31K – – –
PMFA
158
Plante Moran Financial Advisors
Michigan
$3.13K – – –
NS
159
NBC Securities
Alabama
$2.45K -$2.31M -53,725 -100%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$1.24K -$256 -6 -17%
CA
161
Continuum Advisory
Idaho
$858 – – –
CWM
162
Collaborative Wealth Management
Florida
– -$240K -5,360 Closed
SW
163
Simplicity Wealth
New Jersey
– -$235K -5,265 Closed
BZWA
164
Blue Zone Wealth Advisors
California
– -$208K -4,649 Closed
IWC
165
Integrated Wealth Concepts
Massachusetts
– -$206K -4,618 Closed
AWS
166
Atria Wealth Solutions
New York
– -$203K -4,541 Closed
SFA
167
Sequoia Financial Advisors
Ohio
– -$202K -4,527 Closed
HGERS
168
Householder Group Estate & Retirement Specialist
Arizona
– -$34K -762 Closed
CPA
169
Clear Point Advisors
New York
– -$33.8K -756 Closed
GWANC
170
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$14.9K -334 Closed
ACA
171
Aptus Capital Advisors
Alabama
– -$14.9K -334 Closed
WWP
172
WR Wealth Planners
Missouri
– -$9.75K -218 Closed
ACM
173
Anfield Capital Management
California
– -$6.98K -156 Closed
PS
174
Principal Securities
Iowa
– -$1.43K -32 Closed
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