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WisdomTree Yield Enhanced US Aggregate Bond Fund

162 hedge funds and large institutions have $694M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 69 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
162
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
PTC
151
Private Trust Company
Ohio
$11.4K
TAM
152
Townsend Asset Management
North Carolina
$9.13K
CIAS
153
Capital Investment Advisory Services
North Carolina
$8.77K
AF
154
Advisornet Financial
Minnesota
$8.77K
FHA
155
First Horizon Advisors
Tennessee
$8.73K
EWA
156
EverSource Wealth Advisors
Alabama
$8.68K
CAM
157
Costello Asset Management
Pennsylvania
$5.83K
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$3.62K
PA
159
Parallel Advisors
California
$2.13K
Fidelity Investments
160
Fidelity Investments
Massachusetts
$1.26K
SAS
161
Spurstone Advisory Services
Connecticut
$436
IWP
162
Invenio Wealth Partners
Florida
Mariner
163
Mariner
Kansas
WA
164
Win Advisors
Florida
FTS
165
Fifth Third Securities
Ohio
Wealth Enhancement Advisory Services
166
Wealth Enhancement Advisory Services
Minnesota
OMC
167
Old Mission Capital
Illinois
PA
168
Perennial Advisors
New York
BWP
169
Baldwin Wealth Partners
Massachusetts
NA
170
NewEdge Advisors
Louisiana
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
WF
172
Wayfinding Financial
Washington
PA
173
PSI Advisors
Florida
WSFS
174
Wilmington Savings Fund Society
Delaware
TC
175
Truvestments Capital
Florida