WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 2.38 M | $103.44 M | 2.23% | 10.77% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.50 M | $65.31 M | 1.76% | 6.80% |
| CWM, LLC | 05/14/2026 | 1.29 M | $55.88 M | 3.94% | 5.82% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 1.26 M | $54.68 M | -4.09% | 5.69% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 05/13/2026 | 686.09 K | $29.81 M | 8.10% | 3.10% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 05/08/2026 | 675.92 K | $29.37 M | 100.00% | 3.06% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 627.02 K | $27.24 M | -11.66% | 2.84% |
| SAVANT CAPITAL, LLC | 05/04/2026 | 587.79 K | $25.54 M | -1.59% | 2.66% |
| UBS GROUP AG | 05/05/2026 | 584.94 K | $25.42 M | 8.22% | 2.65% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 04/29/2026 | 507.63 K | $22.06 M | 111.23% | 2.30% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 431.86 K | $18.76 M | 4.52% | 1.95% |
| FIRST FOUNDATION ADVISORS | 05/04/2026 | 320.60 K | $13.93 M | 3.37% | 1.45% |
| AMERIPRISE FINANCIAL INC | 07/17/2026 | 264.79 K | $11.51 M | -6.81% | 1.31% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 283.34 K | $12.31 M | 10.28% | 1.28% |
| CITIZENS FINANCIAL GROUP INC/RI | 05/01/2026 | 267.41 K | $11.62 M | 9.31% | 1.21% |
| GSB WEALTH MANAGEMENT, LLC | 04/21/2026 | 264.85 K | $11.51 M | 2.50% | 1.20% |
| MORGAN STANLEY | 05/15/2026 | 264.33 K | $11.49 M | 10.06% | 1.20% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 263.49 K | $11.45 M | 0.66% | 1.19% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 258.04 K | $11.21 M | 10.01% | 1.17% |
| SMARTLEAF ASSET MANAGEMENT LLC | 05/15/2026 | 251.30 K | $10.88 M | 3.92% | 1.14% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 209.40 K | $9.10 M | 38.19% | 0.95% |
| 04/29/2026 | 183.63 K | $7.98 M | 7.31% | 0.83% | |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 158.99 K | $6.91 M | 7.09% | 0.72% |
| RFG ADVISORY, LLC | 04/20/2026 | 151.71 K | $6.59 M | 3.49% | 0.69% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 135.55 K | $5.89 M | -0.81% | 0.61% |
| MARINER, LLC | 05/13/2026 | 129.03 K | $5.61 M | -1.01% | 0.58% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 119.72 K | $5.20 M | 91.32% | 0.54% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 116.04 K | $5.04 M | -7.48% | 0.52% |
| OXINAS PARTNERS WEALTH MANAGEMENT LLC | 04/10/2026 | 111.19 K | $4.83 M | 4.88% | 0.50% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 108.03 K | $4.69 M | -18.30% | 0.49% |
| JPMORGAN CHASE & CO | 05/13/2026 | 107.76 K | $4.67 M | 1.30% | 0.49% |
| NBC SECURITIES, INC. | 04/14/2026 | 106.79 K | $4.64 M | 12.03% | 0.48% |
| OPTIMA CAPITAL LLC | 05/05/2026 | 101.29 K | $4.40 M | 3.63% | 0.46% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 99.00 K | $4.30 M | 53.49% | 0.45% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 82.62 K | $3.59 M | 4.03% | 0.37% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 80.57 K | $3.50 M | 1.81% | 0.36% |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 07/29/2026 | 72.21 K | $3.14 M | 100.00% | 0.36% |
| EQIS CAPITAL MANAGEMENT, INC. | 04/22/2026 | 73.84 K | $3.21 M | 14.85% | 0.33% |
| CITADEL ADVISORS LLC | 05/15/2026 | 69.87 K | $3.04 M | 1,220.60% | 0.32% |
| JANE STREET GROUP, LLC | 05/12/2026 | 68.19 K | $2.96 M | 100.00% | 0.31% |
| 06/26/2026 | 67.64 K | $2.94 M | 10.48% | 0.31% | |
| SHARPER & GRANITE LLC | 04/08/2026 | 67.57 K | $2.94 M | 42.63% | 0.31% |
| GOLDEN STATE EQUITY PARTNERS | 04/28/2026 | 67.06 K | $2.92 M | 68.28% | 0.30% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 05/06/2026 | 63.86 K | $2.77 M | -0.51% | 0.29% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 59.22 K | $2.57 M | 100.00% | 0.27% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 55.86 K | $2.43 M | 23.09% | 0.25% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 54.21 K | $2.36 M | -26.64% | 0.25% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 04/09/2026 | 51.44 K | $2.24 M | 2.14% | 0.23% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 47.70 K | $2.07 M | 18.95% | 0.22% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 46.93 K | $2.04 M | 12.47% | 0.21% |
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WisdomTree Yield Enhanced U.S. Aggregate Bond Fund institutional Ownership - FAQ's
During the previous two years, 236 institutional investors and hedge funds held shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund. The most heavily invested institutionals were:
Prime Capital Investment Advisors, LLC: 779,212
HighTower Advisors, LLC: 571,723
WealthPlan Investment Management, LLC: 487,680
GSB Wealth Management, LLC: 282,749
KESTRA PRIVATE WEALTH SERVICES, LLC: 268,095
Atria Investments, Inc: 200,155
84.25% of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 19.70 M shares in the last 24 months. This purchase volume represents approximately $869.60 M in transactions.