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WisdomTree Yield Enhanced US Aggregate Bond Fund

163 hedge funds and large institutions have $739M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 88 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
163
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$29.8M
2 +$11.8M
3 +$3M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.84M
5
UBS AM
UBS AM
Illinois
+$2.61M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Private Trust Company
Ohio
$9.08K
FHC
152
First Horizon Corporation
Tennessee
$8.69K
ASN
153
Advisory Services Network
Georgia
$8.26K
TWM
154
TopTier Wealth Management
Wisconsin
$7.47K
CIAS
155
Capital Investment Advisory Services
North Carolina
$7.39K
ECA
156
Elevated Capital Advisors
Utah
$7.34K
CAM
157
Costello Asset Management
Pennsylvania
$5.97K
NB
158
NBT Bank
New York
$4.34K
VAI
159
Vanguard Advisers Inc
Pennsylvania
$652
SAS
160
Spurstone Advisory Services
Connecticut
$435
EWA
161
EverSource Wealth Advisors
Alabama
$130
GT
162
Glenmede Trust
Pennsylvania
$43
Corient Private Wealth
163
Corient Private Wealth
Florida
NAM
164
NorthCrest Asset Manangement
Minnesota
IWN
165
Independent Wealth Network
Iowa
DAS
166
Diversify Advisory Services
Utah
WWM
167
Westwood Wealth Management
California
OWA
168
Opal Wealth Advisors
New York
SIC
169
SFE Investment Counsel
California
RL
170
Retireful LLC
Michigan
Commonwealth Equity Services
171
Commonwealth Equity Services
Massachusetts
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
VPF
173
Vantage Point Financial
Illinois
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
Rockefeller Capital Management
175
Rockefeller Capital Management
New York