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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

45 hedge funds and large institutions have $162M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
8
Increased
22
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFGH
Lee Financial Group Hawaii
Hawaii
+$7.74M
2
UBS Group
UBS Group
Switzerland
+$6.91M
3
RA
RFG Advisory
Alabama
+$6.74M
4
ACM
Ashford Capital Management
Delaware
+$5.48M
5
BCI
Brinker Capital Investments
Pennsylvania
+$3.57M

Top Sellers

1
Jane Street
Jane Street
New York
-$5.08M
2
Morgan Stanley
Morgan Stanley
New York
-$2.5M
3
EWF
Epstein & White Financial
California
-$2.06M
4
BFG
Barber Financial Group
Kansas
-$1.23M
5
Citadel Advisors
Citadel Advisors
Florida
-$314K
Name Holding Trade Value Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$38M +$1.31M +26,684 +4%
UBS Group
2
UBS Group
Switzerland
$15.3M +$6.91M +140,210 +82%
Morgan Stanley
3
Morgan Stanley
New York
$11.7M -$2.5M -50,706 -18%
Bank of America
4
Bank of America
North Carolina
$8.81M +$227K +4,602 +3%
RA
5
RFG Advisory
Alabama
$8.74M +$6.74M +136,621 +335%
LFGH
6
Lee Financial Group Hawaii
Hawaii
$7.74M +$7.74M +157,043 New
EWF
7
Epstein & White Financial
California
$7.57M -$2.06M -41,850 -21%
AI
8
Atria Investments
North Carolina
$7.54M +$133K +2,692 +2%
OA
9
Opes Advisors
California
$6.71M +$1.18M +23,962 +21%
BCI
10
Brinker Capital Investments
Pennsylvania
$6.18M +$3.57M +72,383 +137%
BFG
11
Barber Financial Group
Kansas
$6.01M -$1.23M -24,937 -17%
SFG
12
StrategIQ Financial Group
Indiana
$5.66M +$471K +9,546 +9%
ACM
13
Ashford Capital Management
Delaware
$5.48M +$5.48M +111,149 New
WP
14
WealthPLAN Partners
Nebraska
$4.99M +$1.03M +20,798 +26%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$3.45M +$1.36M +27,619 +65%
SFA
16
Sequoia Financial Advisors
Ohio
$2.89M +$1.06M +21,524 +58%
CFA
17
Carroll Financial Associates
North Carolina
$1.76M +$409K +8,301 +30%
VF
18
Virtu Financial
New York
$1.58M +$1.58M +31,961 New
CF
19
Centaurus Financial
California
$1.56M +$1.56M +31,572 New
Jane Street
20
Jane Street
New York
$1.33M -$5.08M -103,065 -79%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.32M +$823K +16,707 +165%
IA
22
IFP Advisors
Florida
$1.22M – – –
GLA
23
Great Lakes Advisors
Illinois
$1.02M +$233K +4,730 +30%
Creative Planning
24
Creative Planning
Kansas
$957K +$90.9K +1,844 +10%
1IA
25
1834 Investment Advisors
Wisconsin
$880K +$225K +4,559 +34%
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