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WisdomTree Yield Enhanced US Aggregate Bond Fund

161 hedge funds and large institutions have $767M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 67 reducing their positions, and 32 closing their positions.

Holders
161
Holders Change
-13
Holders Change %
-7.47%
% of All Funds
2.72%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
24
Increased
46
Reduced
67
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWS
1
AJ Wealth Strategies
New York
$83.9M 1,877,112 +1,787,253 +1,989%
RA
2
RFG Advisory
Alabama
$83.6M 1,835,146 -104,012 -5%
LPL Financial
3
LPL Financial
California
$69.4M 1,553,263 -23,692 -2%
SC
4
Savant Capital
Illinois
$49.9M 1,115,876 +767,204 +220%
TC
5
Trilogy Capital
California
$44M 984,169 +14,055 +1%
MMA
6
Miracle Mile Advisors
California
$36.8M 822,018 +91,687 +13%
Bank of America
7
Bank of America
North Carolina
$32.7M 730,433 +288,750 +65%
AWM
8
AE Wealth Management
Kansas
$32M 715,536 -6,766 -0.9%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$29.9M 669,413 +94,992 +17%
PWS
10
Private Wealth Strategies
Ohio
$23.2M 519,642 -35,565 -6%
PWMG
11
Prestige Wealth Management Group
New Jersey
$22.1M 493,402 -4,140 -0.8%
EH
12
Equitable Holdings
New York
$15.5M 346,958 -9,557 -3%
WP
13
WealthSource Partners
California
$14.3M 319,963 +133,446 +72%
OMC
14
Old Mission Capital
Illinois
$13.4M 299,842 +299,842 New
KW
15
KWB Wealth
California
$13M 289,900 +7,792 +3%
IA
16
IFP Advisors
Florida
$11.5M 236,087
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$11.3M 253,634 -199,712 -44%
SFA
18
Sequoia Financial Advisors
Ohio
$11.3M 253,446 -19,759 -7%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$10.8M 242,045 -32,064 -12%
PAG
20
Private Advisor Group
New Jersey
$10.4M 231,608 +24,560 +12%
Creative Planning
21
Creative Planning
Kansas
$10.2M 228,437 -104,366 -31%
CCA
22
Clearwater Capital Advisors
Illinois
$7.39M 165,189 -6,925 -4%
Jane Street
23
Jane Street
New York
$7.29M 162,941 -22,791 -12%
Morgan Stanley
24
Morgan Stanley
New York
$7.25M 162,060 +4,259 +3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$7.2M 161,140 +18,268 +13%