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WisdomTree Yield Enhanced US Aggregate Bond Fund

141 hedge funds and large institutions have $926M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+2
Holders Change %
+1.44%
% of All Funds
2.9%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
31
Increased
61
Reduced
40
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
1
Horizon Investments
North Carolina
$121M +$79.6M +1,480,944 +192%
PI
2
PFS Investments
Georgia
$46.7M +$29.1M +540,947 +165%
LPL Financial
3
LPL Financial
California
$38.3M +$12.4M +231,129 +48%
PWMG
4
Prestige Wealth Management Group
New Jersey
$36.8M +$151K +2,808 +0.4%
MMA
5
Miracle Mile Advisors
California
$36.1M +$5.25M +97,560 +17%
SI
6
SimpliFi Inc
California
$35.7M +$6.52M +121,054 +22%
3AM
7
3D Asset Management
Connecticut
$33.7M -$3.46M -64,364 -9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$32.8M +$14.1M +261,180 +75%
Qube Research & Technologies (QRT)
9
Qube Research & Technologies (QRT)
United Kingdom
$28.6M +$20.4M +379,915 +250%
AWM
10
AE Wealth Management
Kansas
$28.6M +$15M +279,006 +111%
SS
11
Simplicity Solutions
Minnesota
$28.1M +$14.8M +274,346 +111%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$25.6M +$2.53M +47,075 +11%
ACM
13
Ashford Capital Management
Delaware
$25.4M +$2.18M +40,517 +9%
Wells Fargo
14
Wells Fargo
California
$23.7M +$3.18M +59,150 +15%
EH
15
Equitable Holdings
New York
$21.2M -$3.16M -58,745 -13%
LFPWM
16
Leicht Financial Planning & Wealth Management
New Jersey
$18.8M +$18.8M +349,954 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$18.6M
CCA
18
Clearwater Capital Advisors
Illinois
$17.9M +$7.13M +132,443 +66%
RA
19
RFG Advisory
Alabama
$17.8M +$864K +16,059 +5%
PWS
20
Private Wealth Strategies
Ohio
$17.7M -$1.88M -34,841 -10%
Morgan Stanley
21
Morgan Stanley
New York
$16.1M +$3.22M +59,895 +25%
LFGH
22
Lee Financial Group Hawaii
Hawaii
$14.6M +$263K +4,891 +2%
Jane Street
23
Jane Street
New York
$14.5M -$32.7M -608,451 -69%
SFA
24
Sequoia Financial Advisors
Ohio
$14M +$826K +15,356 +6%
Bank of America
25
Bank of America
North Carolina
$13.4M +$2.5M +46,435 +23%