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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

165 hedge funds and large institutions have $812M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
2.93%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
33
Increased
65
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$17.2M
2
AWM
AE Wealth Management
Kansas
+$15.6M
3
SI
SimpliFi Inc
California
+$13.3M
4
LPL Financial
LPL Financial
California
+$9.69M
5
PAG
Private Advisor Group
New Jersey
+$7.05M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$71.3M
2
PI
PFS Investments
Georgia
-$40.7M
3
Jane Street
Jane Street
New York
-$36.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.6M
5
LFGH
Lee Financial Group Hawaii
Hawaii
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$68.3M +$9.69M +180,555 +17%
SI
2
SimpliFi Inc
California
$50.2M +$13.3M +248,450 +36%
AWM
3
AE Wealth Management
Kansas
$46.8M +$15.6M +290,871 +50%
MMA
4
Miracle Mile Advisors
California
$40.1M +$930K +17,324 +2%
SS
5
Simplicity Solutions
Minnesota
$37.5M +$6.46M +120,353 +21%
PWMG
6
Prestige Wealth Management Group
New Jersey
$34.4M -$3.1M -57,663 -8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$25.7M +$315K +5,870 +1%
PWS
8
Private Wealth Strategies
Ohio
$22.9M +$2.09M +38,950 +10%
CCA
9
Clearwater Capital Advisors
Illinois
$22.5M +$3.49M +64,974 +18%
RA
10
RFG Advisory
Alabama
$20M +$1.35M +25,431 +7%
Wells Fargo
11
Wells Fargo
California
$19.6M -$7.25M -135,010 -27%
EH
12
Equitable Holdings
New York
$19.3M -$451K -8,394 -2%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$18.6M – – –
Citadel Advisors
14
Citadel Advisors
Florida
$17.2M +$17.2M +319,464 New
ACM
15
Ashford Capital Management
Delaware
$16.9M -$5.56M -103,592 -25%
Bank of America
16
Bank of America
North Carolina
$16.8M +$2.47M +45,987 +17%
LFPWM
17
Leicht Financial Planning & Wealth Management
New Jersey
$15.3M -$1.67M -31,157 -10%
Morgan Stanley
18
Morgan Stanley
New York
$14.7M -$147K -2,734 -1%
SFA
19
Sequoia Financial Advisors
Ohio
$14.3M +$69K +1,286 +0.5%
KW
20
KWB Wealth
California
$13.3M +$13.3M +247,374 New
UBS Group
21
UBS Group
Switzerland
$12.8M +$250K +4,651 +2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$12.3M -$26.6M -494,881 -68%
HFS
23
Horizon Financial Services
North Carolina
$12M +$885K +16,483 +8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$11.4M -$1.1M -20,429 -9%
PI
25
PFS Investments
Georgia
$11.4M -$40.7M -767,192 -78%
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