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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

174 hedge funds and large institutions have $774M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-11
Holders Change %
-5.95%
% of All Funds
2.75%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
20
Increased
64
Reduced
77
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
$46.4M
2
RA
RFG Advisory
Alabama
$92.8M
3
SC
Savant Capital
Illinois
$16.7M
4
LPL Financial
LPL Financial
California
$75.5M
5
CFA
Capstone Financial Advisors
Illinois
$15.3M

Top Sellers

1
PWMG
Prestige Wealth Management Group
New Jersey
$23.8M
2
Wells Fargo
Wells Fargo
California
$4.11M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
AAS
Avantax Advisory Services
Texas
$2.66M
5
GSEP
Golden State Equity Partners
California
$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
176
Mariner Independent Advisor Network
Kansas
– -$2.59M -50,465 Closed
CWM
177
Cornerstone Wealth Management
Missouri
– -$1.58M -30,473 Closed
OMC
178
Old Mission Capital
Illinois
– -$1.52M -29,489 Closed
MHR
179
Matthew Hamilton Rosenberg
– -$600K -11,606 Closed
SFS
180
Sowell Financial Services
Arkansas
– -$575K -11,135 Closed
ARC
181
Advisor Resource Council
Texas
– -$564K -10,932 Closed
FPAS
182
Focus Partners Advisor Solutions
Missouri
– -$377K -7,288 Closed
AWE
183
Avidian Wealth Enterprises
Texas
– -$248K -4,796 Closed
RWB
184
RMR Wealth Builders
New Jersey
– -$230K -4,454 Closed
AWM
185
Axxcess Wealth Management
California
– -$216K -4,184 Closed
Truist Financial
186
Truist Financial
North Carolina
– -$215K -4,154 Closed
AWMG
187
Alliance Wealth Management Group
New Jersey
– -$209K -4,050 Closed
TCM
188
Towercrest Capital Management
Pennsylvania
– -$209K -4,050 Closed
BAM
189
Belpointe Asset Management
Nevada
– -$106K -2,033 Closed
MAM
190
Meeder Asset Management
Ohio
– -$56K -1,087 Closed
SFM
191
Signet Financial Management
New Jersey
– -$37K -720 Closed
TCWM
192
Total Clarity Wealth Management
Illinois
– -$26K -500 Closed
HFS
193
Horizon Financial Services
North Carolina
– -$13.7K -265 Closed
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
– -$11K -210 Closed
EWM
195
EPG Wealth Management
Georgia
– -$6K -111 Closed
MA
196
MUFG Americas
New York
– -$6K -108 Closed
FHA
197
First Horizon Advisors
Tennessee
– -$3K -72 Closed
EVM
198
Eaton Vance Management
Massachusetts
– -$1K -15 Closed
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -14 Closed
4 5 6 7
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