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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund

32 hedge funds and large institutions have $76.6M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
9
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KW
1
KWB Wealth
California
$14.5M 284,622 -2,379 -0.8%
LPL Financial
2
LPL Financial
California
$11.4M 223,818 +6,904 +3%
Bank of America
3
Bank of America
North Carolina
$10.3M 202,362 +10,760 +6%
Wells Fargo
4
Wells Fargo
California
$9.61M 188,059 +10,427 +6%
CAN
5
Cetera Advisor Networks
California
$7.63M 149,292 +149,292 New
PMG
6
ProVise Management Group
Florida
$4.85M 94,914 -1,366 -1%
Citadel Advisors
7
Citadel Advisors
Florida
$4.1M 80,202 +47,635 +146%
PCWA
8
Pacific Capital Wealth Advisors
California
$2.05M 40,064 -17,282 -30%
SC
9
Savant Capital
Illinois
$1.76M 34,510 -1,657 -5%
KAS
10
Kestra Advisory Services
Texas
$1.66M 32,419 +32,419 New
OIA
11
OneDigital Investment Advisors
Kansas
$1.63M 31,817 -2,175 -6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.5M 29,375 +4,397 +18%
PAG
13
Private Advisor Group
New Jersey
$1.04M 20,241 +20,241 New
IWC
14
Integrated Wealth Concepts
Massachusetts
$990K 19,367 +6,148 +47%
Osaic Holdings
15
Osaic Holdings
Arizona
$671K 13,153 -3,270 -20%
IA
16
Insight Advisors
Pennsylvania
$599K 11,653 -756 -6%
EWM
17
Evercore Wealth Management
New York
$454K 8,879
WB
18
Webster Bank
Connecticut
$425K 8,323 +456 +6%
NC
19
NewSquare Capital
Pennsylvania
$288K 5,635 +755 +15%
FHC
20
First Heartland Consultants
Missouri
$281K 5,491 -6,058 -52%
MFS
21
McNamara Financial Services
Massachusetts
$229K 4,487 +4,487 New
TA
22
TrueWealth Advisors
Alabama
$218K 4,262 -59 -1%
WAS
23
Winch Advisory Services
Wisconsin
$105K 2,060 +434 +27%
Morgan Stanley
24
Morgan Stanley
New York
$72K 1,416 -23 -2%
RG
25
Retirement Group
California
$70K 1,372 -2,382 -63%