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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
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Overview Fund Activity

42 hedge funds and large institutions have $67M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
11
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.01M
2
PAG
2
Private Advisor Group
New Jersey
$4.67M
3
GAG
3
Goodman Advisory Group
Massachusetts
$720K
4
CAN
4
Cetera Advisor Networks
California
$7.97M
5
SC
5
Savant Capital
Illinois
$1.8M

Top Sellers

1
TF
1
Theory Financial
Colorado
$349K
2
KW
2
KWB Wealth
California
$0
3
SFA
3
Sequoia Financial Advisors
Ohio
$5.44M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.38M
5
Bank of America
5
Bank of America
North Carolina
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$102K -$5.58K -117 -5%
Osaic Holdings
27
Osaic Holdings
Arizona
$43K -$14.3K -304 -25%
PTC
28
Private Trust Company
Ohio
$34K +$34K +707 New
GEA
29
Glen Eagle Advisors
New Jersey
$24.3K – – –
IWP
30
IAG Wealth Partners
Wisconsin
$24K – – –
RG
31
Retirement Group
California
$24K +$93 +2 +0.4%
YAL
32
Your Advocates Ltd
Texas
$20K – – –
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$17K +$17K +350 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$14K -$11.6K -237 -45%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$12K +$12K +258 New
HI
36
Harbour Investments
Wisconsin
$8K +$8K +160 New
CFD
37
Creative Financial Designs
Indiana
$7K -$8.8K -186 -56%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
HWMA
39
Heritage Wealth Management (Arizona)
Arizona
$6.38K – – –
AW
40
ACG Wealth
Georgia
$2K +$2K +44 New
CA
41
CoreCap Advisors
Michigan
$1K +$1K +11 New
FPOC
42
Financial Planners of Cleveland
Ohio
– -$6.51M -134,198 Closed
KW
43
KWB Wealth
California
– -$4.19M -82,988 Closed
MFG
44
Merit Financial Group
Georgia
– -$790K -16,305 Closed
KAS
45
Kestra Advisory Services
Texas
– -$541K -11,166 Closed
SPA
46
Shore Point Advisors
New Jersey
– -$443K -9,139 Closed
TA
47
TrueWealth Advisors
Alabama
– -$201K -3,977 Closed
GWM
48
Geneos Wealth Management
Colorado
– -$12K -250 Closed
EWM
49
EPG Wealth Management
Georgia
– -$5K -107 Closed
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
– -$1.17K -24 Closed
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