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WisdomTree Yield Enhanced US Aggregate Bond Fund

145 hedge funds and large institutions have $656M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 22 closing their positions.

Holders
145
Holders Change
+5
Holders Change %
+3.57%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
29
Increased
45
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$110M 2,575,249 +1,702,781 +195%
SC
2
Savant Capital
Illinois
$79.6M 1,867,465 +859,958 +85%
LPL Financial
3
LPL Financial
California
$76.8M 1,799,927 +186,033 +12%
SI
4
SimpliFi Inc
California
$41M 961,902 +961,902 New
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$38.5M 902,180 +88,900 +11%
AWM
6
AE Wealth Management
Kansas
$30M 702,730 +19,565 +3%
TC
7
Trilogy Capital
California
$28.1M 658,170 -310,553 -32%
PWMG
8
Prestige Wealth Management Group
New Jersey
$21M 493,095 -5,639 -1%
EH
9
Equitable Holdings
New York
$17.7M 414,237 -69,975 -14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.8M 300,161 -8,739 -3%
IA
11
IFP Advisors
Florida
$11.1M 226,919 -12,794 -5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$11M 258,553 +39,956 +18%
Citadel Advisors
13
Citadel Advisors
Florida
$10.8M 252,099 +180,816 +254%
Jane Street
14
Jane Street
New York
$8.88M 208,253 +95,857 +85%
SFA
15
Sequoia Financial Advisors
Ohio
$8.87M 207,875 -16,880 -8%
Morgan Stanley
16
Morgan Stanley
New York
$7.07M 165,867 +8,551 +5%
UBS Group
17
UBS Group
Switzerland
$7M 164,069 -731 -0.4%
RA
18
RFG Advisory
Alabama
$6.74M 152,811 -1,186,411 -89%
LFPWM
19
Leicht Financial Planning & Wealth Management
New Jersey
$6.64M 155,775 +1,072 +0.7%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$6.47M 151,784 -28,422 -16%
PAG
21
Private Advisor Group
New Jersey
$5.55M 333,185 +102,641 +45%
KIA
22
KLR Investment Advisors
Rhode Island
$4.62M 108,280 +108,280 New
MML Investors Services
23
MML Investors Services
Massachusetts
$4.58M 107,355 +12,504 +13%
DK
24
David Kennon
Florida
$4.26M 99,798 +2,531 +3%
3LCM
25
3D/L Capital Management
Connecticut
$4.01M 94,090 -28,808 -23%