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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund

40 hedge funds and large institutions have $85M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
13
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$202K -$114K -2,448 -36%
Morgan Stanley
27
Morgan Stanley
New York
$198K +$5.5K +118 +3%
AWM
28
Avior Wealth Management
Nebraska
$98.9K -$2.94K -63 -3%
FFA
29
Farther Finance Advisors
California
$47.1K -$23.2K -497 -33%
Citigroup
30
Citigroup
New York
$34.3K +$3.5K +75 +11%
WP
31
WealthPLAN Partners
Nebraska
$20K +$20K +428 New
GEA
32
Glen Eagle Advisors
New Jersey
$18.5K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$13K
Franklin Resources
34
Franklin Resources
California
$9.33K
HI
35
Harbour Investments
Wisconsin
$7.63K +$93 +2 +1%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +54 New
CFD
37
Creative Financial Designs
Indiana
$2.89K -$1.91K -41 -40%
NA
38
NewEdge Advisors
Louisiana
$1.96K
Fidelity Investments
39
Fidelity Investments
Massachusetts
$1.49K +$1.45K +31 +3,100%
EWM
40
EPG Wealth Management
Georgia
$466 -$2.05K -44 -81%
MA
41
Mutual Advisors
Nebraska
-$861K -18,258 Closed
SFA
42
Sequoia Financial Advisors
Ohio
-$293K -6,222 Closed
ASN
43
Advisory Services Network
Georgia
-$78.8K -1,670 Closed
GAG
44
Goodman Advisory Group
Massachusetts
-$59.3K -1,257 Closed
UBS Group
45
UBS Group
Switzerland
-$35K -742 Closed
PTC
46
Private Trust Company
Ohio
-$33.3K -707 Closed