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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund

33 hedge funds and large institutions have $68.3M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
11
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KW
1
KWB Wealth
California
$14.6M 287,001 +24,027 +9%
LPL Financial
2
LPL Financial
California
$11.1M 216,914 +27,148 +14%
Bank of America
3
Bank of America
North Carolina
$9.77M 191,602 -23,291 -11%
Wells Fargo
4
Wells Fargo
California
$9.06M 177,632 +50,963 +40%
PMG
5
ProVise Management Group
Florida
$4.91M 96,280 -93 -0.1%
PCWA
6
Pacific Capital Wealth Advisors
California
$2.92M 57,346 -1,948 -3%
Jane Street
7
Jane Street
New York
$2.76M 54,092 +2,480 +5%
SC
8
Savant Capital
Illinois
$1.84M 36,167 -947 -3%
OIA
9
OneDigital Investment Advisors
Kansas
$1.73M 33,992 -2,316 -6%
Citadel Advisors
10
Citadel Advisors
Florida
$1.66M 32,567 -23,804 -42%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.27M 24,978 +14,833 +146%
PAG
12
Pinnacle Advisory Group
Maryland
$964K 18,912 +7,974 +73%
Osaic Holdings
13
Osaic Holdings
Arizona
$836K 16,423 -1,075 -6%
MCC
14
Money Concepts Capital
Florida
$712K 13,969 -1,422 -9%
IWC
15
Integrated Wealth Concepts
Massachusetts
$674K 13,219 +6,290 +91%
IA
16
Insight Advisors
Pennsylvania
$634K 12,409 +1,151 +10%
FHC
17
First Heartland Consultants
Missouri
$589K 11,549 +11,549 New
EWM
18
Evercore Wealth Management
New York
$453K 8,879
WB
19
Webster Bank
Connecticut
$401K 7,867 +1,375 +21%
NC
20
NewSquare Capital
Pennsylvania
$249K 4,880 +790 +19%
Creative Planning
21
Creative Planning
Kansas
$246K 4,820
TA
22
TrueWealth Advisors
Alabama
$221K 4,321
SWA
23
SFMG Wealth Advisors
Texas
$204K 4,000 -1,000 -20%
RG
24
Retirement Group
California
$191K 3,754 -648 -15%
WAS
25
Winch Advisory Services
Wisconsin
$83K 1,626 +1,374 +545%