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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

133 hedge funds and large institutions have $738M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-12
Holders Change %
-8.28%
% of All Funds
2.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
47
Reduced
55
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$186M
2
Jane Street
Jane Street
New York
$27.2M
3
OMC
Old Mission Capital
Illinois
$8.28M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$45.8M
5
UBS Group
UBS Group
Switzerland
$10.9M

Top Sellers

1
SC
Savant Capital
Illinois
$64.8M
2
IA
IFP Advisors
Florida
$18.2K
3
SI
SimpliFi Inc
California
$35M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
RIA
Regal Investment Advisors
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$186M +$73.6M +1,684,546 +65%
LPL Financial
2
LPL Financial
California
$79.5M +$816K +18,686 +1%
SC
3
Savant Capital
Illinois
$64.8M -$16.8M -384,120 -21%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$45.8M +$6.34M +145,048 +16%
SI
5
SimpliFi Inc
California
$35M -$6.98M -159,765 -17%
AWM
6
AE Wealth Management
Kansas
$30M -$719K -16,463 -2%
TC
7
Trilogy Capital
California
$28.2M -$544K -12,455 -2%
Jane Street
8
Jane Street
New York
$27.2M +$18.1M +413,471 +199%
PWMG
9
Prestige Wealth Management Group
New Jersey
$22.7M +$1.2M +27,501 +6%
EH
10
Equitable Holdings
New York
$21.5M +$3.45M +78,925 +19%
PAG
11
Private Advisor Group
New Jersey
$17M +$2.49M +56,934 +17%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15M +$1.91M +43,747 +15%
UBS Group
13
UBS Group
Switzerland
$10.9M +$3.74M +85,511 +52%
Citadel Advisors
14
Citadel Advisors
Florida
$10.1M -$885K -20,250 -8%
Morgan Stanley
15
Morgan Stanley
New York
$8.72M +$1.47M +33,700 +20%
SFA
16
Sequoia Financial Advisors
Ohio
$8.65M -$428K -9,807 -5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$8.39M -$2.91M -66,522 -26%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$8.36M +$1.73M +39,631 +26%
OMC
19
Old Mission Capital
Illinois
$8.28M +$7.53M +172,412 +1,004%
3LCM
20
3D/L Capital Management
Connecticut
$6.71M +$2.6M +59,567 +63%
FFA
21
First Foundation Advisors
California
$5.19M +$1.23M +28,246 +31%
KIA
22
KLR Investment Advisors
Rhode Island
$4.98M +$246K +5,620 +5%
QA
23
Quantitative Advantage
Minnesota
$3.77M +$30.6K +700 +0.8%
Corient Private Wealth
24
Corient Private Wealth
Florida
$3.62M +$205K +4,682 +6%
RJA
25
Raymond James & Associates
Florida
$3.56M +$334K +7,644 +10%
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