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/ | 02/17/2026 | 2.33 M | $102.58 M | 4.76% | 11.73% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.48 M | $65.07 M | 17.57% | 7.40% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 1.31 M | $57.80 M | 13.06% | 6.61% |
| CWM, LLC | 01/26/2026 | 1.24 M | $54.50 M | 1.72% | 6.23% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 709.75 K | $31.26 M | -13.00% | 3.53% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 02/11/2026 | 634.66 K | $27.96 M | 0.01% | 3.18% |
| SAVANT CAPITAL, LLC | 02/10/2026 | 597.29 K | $26.31 M | -2.62% | 2.99% |
| UBS GROUP AG | 01/29/2026 | 540.51 K | $23.81 M | 6.40% | 2.72% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 413.20 K | $18.20 M | 4.42% | 2.08% |
| FIRST FOUNDATION ADVISORS | 02/04/2026 | 310.14 K | $13.66 M | -6.97% | 1.66% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 284.13 K | $12.52 M | 2.22% | 1.43% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 261.77 K | $11.53 M | -4.85% | 1.40% |
| GSB WEALTH MANAGEMENT, LLC | 02/05/2026 | 258.39 K | $11.38 M | 14.02% | 1.39% |
| CITIZENS FINANCIAL GROUP INC/RI | 01/30/2026 | 244.64 K | $10.78 M | 2.46% | 1.31% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 256.92 K | $11.32 M | 8.19% | 1.29% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 234.56 K | $10.33 M | 15.06% | 1.26% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 241.82 K | $10.68 M | 6.96% | 1.22% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 02/05/2026 | 240.32 K | $10.59 M | 277.48% | 1.21% |
| MORGAN STANLEY | 02/13/2026 | 240.18 K | $10.58 M | 1.82% | 1.21% |
| INSIGHT ADVISORS, LLC/ PA | 02/11/2026 | 204.84 K | $9.02 M | 2.94% | 1.03% |
| 02/02/2026 | 171.12 K | $7.54 M | 100.00% | 0.86% | |
| RFG ADVISORY, LLC | 02/03/2026 | 146.59 K | $6.46 M | 7.07% | 0.79% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 151.53 K | $6.67 M | 49.83% | 0.76% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 148.46 K | $6.54 M | 5.65% | 0.74% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 132.24 K | $5.83 M | 100.00% | 0.71% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 136.65 K | $6.02 M | 5.36% | 0.69% |
| MARINER, LLC | 02/13/2026 | 130.35 K | $5.74 M | 100.00% | 0.66% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 125.42 K | $5.52 M | 17.35% | 0.63% |
| OXINAS PARTNERS WEALTH MANAGEMENT LLC | 01/26/2026 | 106.02 K | $4.67 M | 3.53% | 0.57% |
| JPMORGAN CHASE & CO | 02/11/2026 | 106.38 K | $4.69 M | -6.07% | 0.53% |
| OPTIMA CAPITAL LLC | 01/23/2026 | 97.74 K | $4.31 M | 100.00% | 0.52% |
| NBC SECURITIES, INC. | 01/29/2026 | 95.32 K | $4.20 M | 12.61% | 0.48% |
| TRILOGY CAPITAL INC. | 01/22/2026 | 80.00 K | $3.52 M | 18.64% | 0.43% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 79.42 K | $3.50 M | 4.75% | 0.40% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 79.13 K | $3.49 M | 1.70% | 0.40% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 73.90 K | $3.26 M | 8.44% | 0.37% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 01/30/2026 | 64.18 K | $2.83 M | 1.96% | 0.34% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 64.50 K | $2.84 M | 7.79% | 0.33% |
| EQIS CAPITAL MANAGEMENT, INC. | 02/06/2026 | 64.29 K | $2.83 M | -13.43% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 62.58 K | $2.76 M | -12.30% | 0.32% |
| 02/19/2026 | 61.23 K | $2.70 M | 100.00% | 0.31% | |
| NORTHCREST ASSET MANANGEMENT, LLC | 01/08/2026 | 53.35 K | $2.35 M | 7.22% | 0.29% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 02/13/2026 | 53.75 K | $2.37 M | 0.07% | 0.27% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 01/22/2026 | 50.36 K | $2.22 M | 0.00% | 0.27% |
| SHARPER & GRANITE LLC | 01/27/2026 | 47.38 K | $2.09 M | -2.71% | 0.25% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 45.39 K | $2.00 M | 13.61% | 0.23% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 40.10 K | $1.77 M | -8.34% | 0.22% |
| GOLDEN STATE EQUITY PARTNERS | 01/29/2026 | 39.85 K | $1.76 M | -43.80% | 0.21% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 41.73 K | $1.84 M | 10.06% | 0.21% |
| BETTERMENT LLC | 02/12/2026 | 38.25 K | $1.69 M | 10.04% | 0.19% |
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WisdomTree Yield Enhanced U.S. Aggregate Bond Fund institutional Ownership - FAQ's
During the previous two years, 239 institutional investors and hedge funds held shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund. The most heavily invested institutionals were:
HighTower Advisors, LLC: 627,024
Savant Capital, LLC: 587,789
UBS Group AG: 584,935
WealthPlan Investment Management, LLC: 507,625
Private Advisor Group, LLC: 431,859
FIRST FOUNDATION ADVISORS: 320,599
84.07% of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 20.43 M shares in the last 24 months. This purchase volume represents approximately $902.03 M in transactions.