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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

40 hedge funds and large institutions have $135M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
40
Holders Change
+14
Holders Change %
+53.85%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
17
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Barber Financial Group
Kansas
$7.45M
2
SFG
2
StrategIQ Financial Group
Indiana
$5.34M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.6M
4
WP
4
WealthPLAN Partners
Nebraska
$4.08M
5
UBS Group
5
UBS Group
Switzerland
$8.66M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$314K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$37.8M 745,130 +2,419 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$14.6M 288,116 +104,122 +57%
EWF
3
Epstein & White Financial
California
$9.87M 195,682 +195,682 New
Bank of America
4
Bank of America
North Carolina
$8.83M 174,060 +31,740 +22%
UBS Group
5
UBS Group
Switzerland
$8.66M 170,662 +69,804 +69%
AI
6
Atria Investments
North Carolina
$7.62M 150,156 +11,997 +9%
BFG
7
Barber Financial Group
Kansas
$7.45M 146,923 +146,923 New
Jane Street
8
Jane Street
New York
$6.59M 129,944 +3,840 +3%
OA
9
Opes Advisors
California
$5.69M 112,205 +11,807 +12%
SFG
10
StrategIQ Financial Group
Indiana
$5.34M 105,326 +105,326 New
WP
11
WealthPLAN Partners
Nebraska
$4.08M 80,397 +80,397 New
BCI
12
Brinker Capital Investments
Pennsylvania
$2.68M 52,870 +52,870 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.15M 42,456 +1,589 +4%
RA
14
RFG Advisory
Alabama
$2.07M 40,750 +40,750 New
SFA
15
Sequoia Financial Advisors
Ohio
$1.88M 37,067 +1,997 +6%
CFA
16
Carroll Financial Associates
North Carolina
$1.39M 27,366 +27,366 New
IA
17
IFP Advisors
Florida
$1.22M 23,975 +8,339 +53%
Creative Planning
18
Creative Planning
Kansas
$891K 17,562 +7,820 +80%
GLA
19
Great Lakes Advisors
Illinois
$807K 15,908 +6,446 +68%
1IA
20
1834 Investment Advisors
Wisconsin
$674K 13,292 +5,112 +62%
CAN
21
Claraphi Advisory Network
United States
$514K 10,133 +10,133 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$514K 10,134 +10,134 New
DP
23
Denver PWM
Colorado
$491K 10,009 +10,009 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$487K 9,605 +1,248 +15%
FA
25
FDx Advisors
Illinois
$450K 8,877 +406 +5%
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