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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

139 hedge funds and large institutions have $707M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
3.07%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
36
Increased
51
Reduced
44
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$45.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$39.7M
3
PWMG
Prestige Wealth Management Group
New Jersey
+$35.2M
4
SI
SimpliFi Inc
California
+$28M
5
HI
Horizon Investments
North Carolina
+$17.8M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$66.9M
2
PI
PFS Investments
Georgia
-$33.1M
3
AWS
AJ Wealth Strategies
New York
-$15.6M
4
SL
Systelligence LLC
Minnesota
-$15.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$45.3M +$45.3M +877,455 New
HI
2
Horizon Investments
North Carolina
$39.7M +$17.8M +345,519 +81%
Citadel Advisors
3
Citadel Advisors
Florida
$39.7M +$39.7M +768,781 New
3AM
4
3D Asset Management
Connecticut
$35.7M -$4.28M -82,772 -11%
PWMG
5
Prestige Wealth Management Group
New Jersey
$35.2M +$35.2M +681,578 New
MMA
6
Miracle Mile Advisors
California
$29.6M -$7.75M -150,142 -21%
SI
7
SimpliFi Inc
California
$28M +$28M +541,797 New
LPL Financial
8
LPL Financial
California
$24.8M +$7.2M +139,421 +41%
EH
9
Equitable Holdings
New York
$23.4M +$1.36M +26,414 +6%
ACM
10
Ashford Capital Management
Delaware
$22.3M -$2.78M -53,896 -11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$22.1M -$66.9M -1,294,995 -75%
Wells Fargo
12
Wells Fargo
California
$19.7M +$7.11M +137,582 +56%
PWS
13
Private Wealth Strategies
Ohio
$18.8M -$240K -4,655 -1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$18.6M – – –
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$18M -$14M -271,868 -44%
PI
16
PFS Investments
Georgia
$16.9M -$33.1M -641,216 -66%
RA
17
RFG Advisory
Alabama
$16.2M +$178K +3,447 +1%
LFGH
18
Lee Financial Group Hawaii
Hawaii
$13.7M +$125K +2,420 +0.9%
AWM
19
AE Wealth Management
Kansas
$13M +$6.33M +122,510 +95%
SS
20
Simplicity Solutions
Minnesota
$12.8M +$6.42M +124,264 +101%
SFA
21
Sequoia Financial Advisors
Ohio
$12.7M -$888K -17,194 -7%
Morgan Stanley
22
Morgan Stanley
New York
$12.3M +$961K +18,603 +8%
Osaic Holdings
23
Osaic Holdings
Arizona
$12.1M +$12.1M +234,286 New
Bank of America
24
Bank of America
North Carolina
$10.4M +$2.14M +41,481 +26%
CCA
25
Clearwater Capital Advisors
Illinois
$10.3M +$1.5M +29,024 +17%
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