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

39 hedge funds and large institutions have $85.9M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
10
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$3.72M
2
TC
Trilogy Capital
California
$56.4M
3
RJA
Raymond James & Associates
Florida
$731K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$191K
5
LPL Financial
LPL Financial
California
$4.28M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$484K
2
Wells Fargo
Wells Fargo
California
$606K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$658K
4
PCIA
Prime Capital Investment Advisors
Kansas
$1.23M
5
MCC
Money Concepts Capital
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$135K -$66.5K -1,436 -33%
AWM
27
Avior Wealth Management
Nebraska
$97K -$1.11K -24 -1%
NS
28
NBC Securities
Alabama
$90K +$90K +1,948 New
TFG
29
Team Financial Group
California
$86.1K +$86.1K +1,861 New
AAG
30
Armstrong Advisory Group
Massachusetts
$51.1K +$51.1K +1,104 New
FFA
31
Farther Finance Advisors
California
$46.7K – – –
Citigroup
32
Citigroup
New York
$34.1K – – –
GEA
33
Glen Eagle Advisors
New Jersey
$18.4K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$13K – – –
UBS Group
35
UBS Group
Switzerland
$12.8K +$12.8K +277 New
Franklin Resources
36
Franklin Resources
California
$9.26K – – –
HI
37
Harbour Investments
Wisconsin
$7.64K +$46 +1 +0.6%
CFD
38
Creative Financial Designs
Indiana
$2.87K – – –
EWM
39
EPG Wealth Management
Georgia
$231 -$231 -5 -50%
MCC
40
Money Concepts Capital
Florida
– -$493K -10,574 Closed
OMC
41
Old Mission Capital
Illinois
– -$286K -6,132 Closed
AC
42
Apella Capital
Connecticut
– -$247K -5,301 Closed
WP
43
WealthPLAN Partners
Nebraska
– -$20K -428 Closed
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
– -$3K -54 Closed
NA
45
NewEdge Advisors
Louisiana
– -$1.96K -42 Closed
Fidelity Investments
46
Fidelity Investments
Massachusetts
– -$1.49K -32 Closed
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