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WisdomTree Yield Enhanced US Aggregate Bond Fund

174 hedge funds and large institutions have $774M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-11
Holders Change %
-5.95%
% of All Funds
2.75%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
20
Increased
64
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
1
RFG Advisory
Alabama
$92.8M +$15.7M +328,093 +20%
LPL Financial
2
LPL Financial
California
$75.5M +$9.24M +193,052 +14%
TC
3
Trilogy Capital
California
$46.4M +$44.8M +935,748 +2,723%
MMA
4
Miracle Mile Advisors
California
$34.9M +$7.44M +155,414 +27%
AWM
5
AE Wealth Management
Kansas
$34.6M -$804K -16,810 -2%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$27.5M +$4.16M +87,018 +18%
PWS
7
Private Wealth Strategies
Ohio
$26.6M -$282K -5,889 -1%
PWMG
8
Prestige Wealth Management Group
New Jersey
$23.8M -$9.19M -192,145 -28%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$21.7M -$562K -11,747 -3%
HI
10
Horizon Investments
North Carolina
$21.7M +$795K +16,652 +4%
Bank of America
11
Bank of America
North Carolina
$21.1M +$3.37M +70,390 +19%
EH
12
Equitable Holdings
New York
$17.1M +$1.48K +31 +0%
SC
13
Savant Capital
Illinois
$16.7M +$12.3M +257,363 +282%
Creative Planning
14
Creative Planning
Kansas
$15.9M -$3.59M -75,098 -18%
CFA
15
Capstone Financial Advisors
Illinois
$15.3M +$8.21M +171,568 +116%
KW
16
KWB Wealth
California
$14.6M -$69.5K -1,344 -0.5%
PI
17
PFS Investments
Georgia
$13.2M -$484K -10,114 -4%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$13.1M -$1.05M -21,858 -7%
SFA
19
Sequoia Financial Advisors
Ohio
$13.1M -$469K -9,796 -3%
IA
20
IFP Advisors
Florida
$11.5M +$6.95M +142,590 +153%
PAG
21
Private Advisor Group
New Jersey
$9.91M -$1.65M -34,458 -14%
WP
22
WealthSource Partners
California
$8.93M +$3.57M +74,514 +67%
Jane Street
23
Jane Street
New York
$8.89M +$2.72M +56,855 +44%
NWM
24
NEIRG Wealth Management
Massachusetts
$8.64M +$1.14M +23,792 +15%
CCA
25
Clearwater Capital Advisors
Illinois
$8.24M -$119K -2,480 -1%