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WisdomTree Yield Enhanced US Aggregate Bond Fund

79 hedge funds and large institutions have $436M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
14
Increased
39
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
1
Horizon Investments
North Carolina
$56.6M +$6.8M +132,715 +14%
3AM
2
3D Asset Management
Connecticut
$42.2M -$1.21M -23,543 -3%
PI
3
PFS Investments
Georgia
$40.8M +$7.65M +149,183 +23%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$40.6M +$31.9M +621,812 +363%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.8M +$4.78M +93,300 +23%
ACM
6
Ashford Capital Management
Delaware
$23.5M +$715K +13,961 +3%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$18.6M
LPL Financial
8
LPL Financial
California
$15.2M +$14.4M +280,681 +1,717%
SFA
9
Sequoia Financial Advisors
Ohio
$10.6M +$2.48M +48,468 +31%
LFGH
10
Lee Financial Group Hawaii
Hawaii
$10M -$4.13M -80,605 -29%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$9.95M -$281K -5,492 -3%
RA
12
RFG Advisory
Alabama
$9.52M +$335K +6,547 +4%
SFG
13
StrategIQ Financial Group
Indiana
$8.35M +$506K +9,878 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$7.81M +$1.56M +30,403 +25%
Morgan Stanley
15
Morgan Stanley
New York
$7.53M +$1.8M +35,201 +32%
UBS Group
16
UBS Group
Switzerland
$6.65M +$4.79M +93,422 +257%
Citadel Advisors
17
Citadel Advisors
Florida
$5.73M +$5.06M +98,702 +753%
Bank of America
18
Bank of America
North Carolina
$5.66M +$437K +8,534 +8%
CCA
19
Clearwater Capital Advisors
Illinois
$5.64M +$1.15M +22,385 +26%
S
20
Surevest
California
$5.35M +$636K +12,412 +13%
CGFA
21
Colton Groome Financial Advisors
North Carolina
$5.2M +$5.2M +101,533 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$5.14M +$938K +18,311 +22%
WP
23
WealthPLAN Partners
Nebraska
$5M -$308K -5,886 -6%
BCI
24
Brinker Capital Investments
Pennsylvania
$4.95M -$355K -6,930 -7%
AG
25
Advisor Group
Arizona
$4.86M +$1.88M +36,666 +63%