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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund

33 hedge funds and large institutions have $24.1M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$6.44M +$300K +6,299 +5%
Bank of America
2
Bank of America
North Carolina
$2.94M -$236K -4,955 -7%
Jane Street
3
Jane Street
New York
$2.92M +$1.87M +39,229 +178%
PAG
4
Private Advisor Group
New Jersey
$2.81M +$289K +6,067 +11%
Citadel Advisors
5
Citadel Advisors
Florida
$1.81M +$1.24M +25,963 +217%
KAS
6
Kestra Advisory Services
Texas
$1.2M -$6.19K -130 -0.5%
HAG
7
HF Advisory Group
Maryland
$998K +$47.3K +993 +5%
PCIA
8
Prime Capital Investment Advisors
Kansas
$888K +$22.5K +473 +3%
IA
9
Insight Advisors
Pennsylvania
$773K +$180K +3,778 +30%
WB
10
Webster Bank
Connecticut
$510K +$8.9K +187 +2%
Morgan Stanley
11
Morgan Stanley
New York
$482K +$28.8K +604 +6%
WAS
12
Winch Advisory Services
Wisconsin
$456K -$9.85K -207 -2%
HA
13
Herold Advisors
New York
$344K -$47.3K -993 -12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$308K +$333 +7 +0.1%
FTUS
15
Flow Traders U.S.
New York
$298K +$298K +6,251 New
TC
16
Trilogy Capital
California
$230K -$55.6K -1,168 -19%
NS
17
NBC Securities
Alabama
$178K +$178K +3,739 +41,544%
Wells Fargo
18
Wells Fargo
California
$167K +$56.5K +1,187 +51%
Osaic Holdings
19
Osaic Holdings
Arizona
$102K +$69.5K +1,461 +213%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$74K -$86K -1,806 -54%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$45K
SAM
22
Smartleaf Asset Management
Massachusetts
$42K +$11.1K +234 +36%
UBS Group
23
UBS Group
Switzerland
$18.4K +$18.4K +387 New
T
24
Tidemark
California
$9.85K
Franklin Resources
25
Franklin Resources
California
$9.52K