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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund

37 hedge funds and large institutions have $71.4M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+9
Holders Change %
+32.14%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
15
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KW
1
KWB Wealth
California
$13.5M +$13.5M +262,974 New
Bank of America
2
Bank of America
North Carolina
$11.1M +$4.77M +92,696 +76%
LPL Financial
3
LPL Financial
California
$9.76M +$2.93M +56,903 +43%
Wells Fargo
4
Wells Fargo
California
$6.52M +$5.59M +108,573 +600%
KAS
5
Kestra Advisory Services
Texas
$5.12M +$4.52M +87,925 +757%
PMG
6
ProVise Management Group
Florida
$4.96M +$570K +11,076 +13%
PCWA
7
Pacific Capital Wealth Advisors
California
$3.05M +$443K +8,600 +17%
Citadel Advisors
8
Citadel Advisors
Florida
$2.9M +$2.9M +56,371 New
Jane Street
9
Jane Street
New York
$2.66M +$2.14M +41,621 +417%
SC
10
Savant Capital
Illinois
$1.91M -$597K -11,604 -24%
OIA
11
OneDigital Investment Advisors
Kansas
$1.87M -$225K -4,367 -11%
Osaic Holdings
12
Osaic Holdings
Arizona
$901K -$485K -9,424 -35%
T
13
TRUADVICE
Florida
$897K +$142K +2,767 +19%
MCC
14
Money Concepts Capital
Florida
$792K +$792K +15,391 New
IA
15
Insight Advisors
Pennsylvania
$579K +$579K +11,258 New
PAG
16
Pinnacle Advisory Group
Maryland
$563K +$299K +5,809 +113%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$522K +$522K +10,145 New
EWM
18
Evercore Wealth Management
New York
$457K +$457K +8,879 New
AIP
19
Ahrens Investment Partners
Louisiana
$412K +$412K +8,000 New
IWC
20
Integrated Wealth Concepts
Massachusetts
$356K +$26.4K +514 +8%
WB
21
Webster Bank
Connecticut
$334K -$12.8K -249 -4%
PAG
22
Private Advisor Group
New Jersey
$302K +$302K +5,868 New
SWA
23
SFMG Wealth Advisors
Texas
$257K +$51.4K +1,000 +25%
DAS
24
Dynamic Advisor Solutions
Arizona
$253K -$135K -2,625 -35%
Creative Planning
25
Creative Planning
Kansas
$248K