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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund

21 hedge funds and large institutions have $21M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
11
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
1
Citadel Advisors
Florida
$5.66M +$5.11M +101,546 +920%
IDA
2
Intelligence Driven Advisers
California
$4.65M -$6.55M -130,390 -58%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.59M +$3.59M +71,336 New
Goldman Sachs
4
Goldman Sachs
New York
$1.6M +$1.6M +31,749 New
OIA
5
OneDigital Investment Advisors
Kansas
$1.35M +$231K +4,588 +21%
PMG
6
ProVise Management Group
Florida
$1.21M +$1.21M +24,028 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$946K -$255K -5,073 -21%
IFWM
8
Institute for Wealth Management
Colorado
$318K +$20.1K +400 +7%
Wells Fargo
9
Wells Fargo
California
$305K +$269K +5,348 +752%
EFS
10
Econ Financial Services
Pennsylvania
$292K +$17K +339 +6%
OCM
11
One Capital Management
California
$258K +$554 +11 +0.2%
Bank of America
12
Bank of America
North Carolina
$220K +$74.3K +1,473 +51%
AW
13
ACG Wealth
Georgia
$217K -$13.6K -270 -6%
PFGIA
14
Patriot Financial Group Insurance Agency
Massachusetts
$166K +$30.9K +614 +23%
WAS
15
Winch Advisory Services
Wisconsin
$62K +$451 +9 +0.7%
WB
16
Webster Bank
Connecticut
$46K +$46K +921 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$38K +$17.6K +351 +86%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$25K +$347 +7 +1%
FANJ
19
Financial Architects (New Jersey)
New Jersey
$19K +$19K +370 New
RFM
20
Royal Fund Management
Florida
$13K +$13K +265 New
RCAG
21
Rehmann Capital Advisory Group
Michigan
$6.54K +$6.54K +130 New
Jane Street
22
Jane Street
New York
-$6.61M -132,968 Closed
AWM
23
AE Wealth Management
Kansas
-$575K -11,572 Closed
SS
24
Simplicity Solutions
Minnesota
-$357K -7,192 Closed
Morgan Stanley
25
Morgan Stanley
New York
-$43K -866 Closed