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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

175 hedge funds and large institutions have $747M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
3.08%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.18%
New
24
Increased
73
Reduced
57
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$20.1M
2
RA
2
RFG Advisory
Alabama
$31.6M
3
NRI
3
NFP Retirement Inc
California
$5.82M
4
Citadel Advisors
4
Citadel Advisors
Florida
$21.7M
5
PWS
5
Private Wealth Strategies
Ohio
$26.8M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
AWM
2
AE Wealth Management
Kansas
$28M
3
CCA
3
Clearwater Capital Advisors
Illinois
$10.1M
4
ACM
4
Ashford Capital Management
Delaware
$8.31M
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$6.81M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$67.2M 1,311,744 +39,487 +3%
SI
2
SimpliFi Inc
California
$49.2M 960,588 +26,507 +3%
MMA
3
Miracle Mile Advisors
California
$38.9M 760,511 +13,278 +2%
PWMG
4
Prestige Wealth Management Group
New Jersey
$33.6M 655,915 +15,151 +2%
RA
5
RFG Advisory
Alabama
$31.6M 617,557 +241,553 +64%
AWM
6
AE Wealth Management
Kansas
$28M 547,071 -325,143 -37%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$26.8M 522,631 +43,456 +9%
PWS
8
Private Wealth Strategies
Ohio
$26.8M 522,564 +96,955 +23%
Citadel Advisors
9
Citadel Advisors
Florida
$21.7M 423,427 +103,963 +33%
HI
10
Horizon Investments
North Carolina
$20.1M 392,180 +392,180 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$18.6M 355,428 – –
EH
12
Equitable Holdings
New York
$18.1M 354,287 -5,397 -2%
Bank of America
13
Bank of America
North Carolina
$15.7M 307,367 -4,937 -2%
SFA
14
Sequoia Financial Advisors
Ohio
$14.3M 278,733 +13,279 +5%
Morgan Stanley
15
Morgan Stanley
New York
$13.7M 266,866 -7,222 -3%
UBS Group
16
UBS Group
Switzerland
$13.5M 264,203 +25,796 +11%
KW
17
KWB Wealth
California
$13.1M 256,183 +8,809 +4%
HFS
18
Horizon Financial Services
North Carolina
$12.6M 246,267 +22,288 +10%
Wells Fargo
19
Wells Fargo
California
$12.6M 245,255 -119,963 -33%
PI
20
PFS Investments
Georgia
$12.1M 237,092 +22,439 +10%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$12M 234,762 +5,536 +2%
CCA
22
Clearwater Capital Advisors
Illinois
$10.1M 196,528 -221,895 -53%
PAG
23
Private Advisor Group
New Jersey
$9.25M 180,628 +9,667 +6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$8.51M 166,235 -46,028 -22%
ACM
25
Ashford Capital Management
Delaware
$8.31M 162,224 -151,706 -48%
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