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WisdomTree Yield Enhanced US Aggregate Bond Fund

164 hedge funds and large institutions have $695M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$598K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$36.2M
2 -$29M
3 -$12.2M
4
IWP
Invenio Wealth Partners
Florida
-$11.1M
5
Morgan Stanley
Morgan Stanley
New York
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
151
Capital A Wealth Management
Pennsylvania
$12.6K
CAL
152
Capital Analysts LLC
Pennsylvania
$12K
PTC
153
Private Trust Company
Ohio
$11.4K
TAM
154
Townsend Asset Management
North Carolina
$9.13K
CIAS
155
Capital Investment Advisory Services
North Carolina
$8.77K
AF
156
Advisornet Financial
Minnesota
$8.77K
FHA
157
First Horizon Advisors
Tennessee
$8.73K
EWA
158
EverSource Wealth Advisors
Alabama
$8.68K
CAM
159
Costello Asset Management
Pennsylvania
$5.83K
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$3.62K
PA
161
Parallel Advisors
California
$2.13K
Fidelity Investments
162
Fidelity Investments
Massachusetts
$1.26K
SAS
163
Spurstone Advisory Services
Connecticut
$436
IWP
164
Invenio Wealth Partners
Florida
Mariner
165
Mariner
Kansas
WA
166
Win Advisors
Florida
FTS
167
Fifth Third Securities
Ohio
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
OMC
169
Old Mission Capital
Illinois
PA
170
Perennial Advisors
New York
BWP
171
Baldwin Wealth Partners
Massachusetts
NA
172
NewEdge Advisors
Louisiana
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
WF
174
Wayfinding Financial
Washington
PA
175
PSI Advisors
Florida