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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

185 hedge funds and large institutions have $780M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.86%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
55
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
RFG Advisory
Alabama
$83.3M
2
Creative Planning
Creative Planning
Kansas
$21.1M
3
SFA
Sequoia Financial Advisors
Ohio
$14.6M
4
CFA
Capstone Financial Advisors
Illinois
$7.67M
5
Jane Street
Jane Street
New York
$6.66M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$6.88M
2
PAG
Private Advisor Group
New Jersey
$12.5M
3
ACM
Ashford Capital Management
Delaware
$0
4
UBS Group
UBS Group
Switzerland
$8.66M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
1
RFG Advisory
Alabama
$83.3M +$32M +619,289 +62%
LPL Financial
2
LPL Financial
California
$71.5M +$485K +9,385 +0.7%
AWM
3
AE Wealth Management
Kansas
$38.2M +$4.89M +94,576 +15%
PWMG
4
Prestige Wealth Management Group
New Jersey
$35.6M +$1.51M +29,160 +4%
MMA
5
Miracle Mile Advisors
California
$29.7M -$2.88M -55,726 -9%
PWS
6
Private Wealth Strategies
Ohio
$29M -$243K -4,696 -0.8%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$25.2M +$25.2M +487,403 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$24M +$141K +2,736 +0.6%
HI
9
Horizon Investments
North Carolina
$22.6M +$1.12M +21,679 +5%
Creative Planning
10
Creative Planning
Kansas
$21.1M +$20.7M +399,900 +4,998%
Bank of America
11
Bank of America
North Carolina
$19.2M +$514K +9,945 +3%
EH
12
Equitable Holdings
New York
$18.4M -$147K -2,854 -0.8%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$15.3M -$254K -4,910 -2%
PI
14
PFS Investments
Georgia
$14.8M +$1.23M +23,864 +9%
KW
15
KWB Wealth
California
$14.6M +$445K +8,602 +3%
SFA
16
Sequoia Financial Advisors
Ohio
$14.6M +$10.3M +199,298 +238%
Wells Fargo
17
Wells Fargo
California
$14M -$412K -7,979 -3%
JFS
18
JD Financial Services
Pennsylvania
$13M -$201K -3,886 -2%
SWP
19
Stratos Wealth Partners
Ohio
$13M +$4.5M +87,166 +53%
PAG
20
Private Advisor Group
New Jersey
$12.5M -$8.94M -172,969 -42%
Morgan Stanley
21
Morgan Stanley
New York
$11.3M -$192K -3,717 -2%
AAS
22
Avantax Advisory Services
Texas
$9.18M +$481K +9,311 +6%
CCA
23
Clearwater Capital Advisors
Illinois
$9.02M -$61K -1,181 -0.7%
GSEP
24
Golden State Equity Partners
California
$8.82M +$3.58M +69,292 +68%
UBS Group
25
UBS Group
Switzerland
$8.66M -$5.25M -101,592 -38%
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