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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

171 hedge funds and large institutions have $719M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 19 closing their positions.

Holders
171
Holders Change
-4
Holders Change %
-2.29%
% of All Funds
2.99%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
16
Increased
69
Reduced
61
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$30.2M
2
RA
2
RFG Advisory
Alabama
$42.1M
3
JFS
3
JD Financial Services
Pennsylvania
$12.5M
4
AWM
4
AE Wealth Management
Kansas
$35.6M
5
Barclays
5
Barclays
United Kingdom
$5.24M

Top Sellers

1
SI
1
SimpliFi Inc
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HFS
3
Horizon Financial Services
North Carolina
$4.43M
4
MMA
4
Miracle Mile Advisors
California
$32.1M
5
NRI
5
NFP Retirement Inc
California
$222K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$67.3M 1,288,473 -23,271 -2%
RA
2
RFG Advisory
Alabama
$42.1M 806,885 +189,328 +31%
AWM
3
AE Wealth Management
Kansas
$35.6M 682,929 +135,858 +25%
PWMG
4
Prestige Wealth Management Group
New Jersey
$34.3M 657,067 +1,152 +0.2%
MMA
5
Miracle Mile Advisors
California
$32.1M 614,932 -145,579 -19%
CCP
6
Cardan Capital Partners
Colorado
$30.2M 577,764 +577,764 New
PWS
7
Private Wealth Strategies
Ohio
$28.4M 544,983 +22,419 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$26.2M 501,596 -21,035 -4%
HI
9
Horizon Investments
North Carolina
$22.1M 424,678 +32,498 +8%
EH
10
Equitable Holdings
New York
$18.7M 358,934 +4,647 +1%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$18.6M 355,428 – –
Bank of America
12
Bank of America
North Carolina
$17M 326,493 +19,126 +6%
SFA
13
Sequoia Financial Advisors
Ohio
$15M 288,054 +9,321 +3%
UBS Group
14
UBS Group
Switzerland
$14.7M 281,649 +17,446 +7%
Wells Fargo
15
Wells Fargo
California
$14.4M 275,020 +29,765 +12%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$13.2M 252,698 +17,936 +8%
PI
17
PFS Investments
Georgia
$13.1M 248,707 +11,615 +5%
KW
18
KWB Wealth
California
$13M 254,181 -2,002 -0.8%
JFS
19
JD Financial Services
Pennsylvania
$12.5M 240,324 +165,754 +222%
PAG
20
Private Advisor Group
New Jersey
$12.1M 231,179 +50,551 +28%
Morgan Stanley
21
Morgan Stanley
New York
$11.5M 219,729 -47,137 -18%
CCA
22
Clearwater Capital Advisors
Illinois
$9.21M 176,439 -20,089 -10%
OMC
23
Old Mission Capital
Illinois
$8.57M 164,083 +48,952 +43%
LFPWM
24
Leicht Financial Planning & Wealth Management
New Jersey
$8.19M 155,444 +22,471 +17%
SWP
25
Stratos Wealth Partners
Ohio
$8.19M 156,799 +22,493 +17%
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