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/ | 08/14/2026 | 4.04 M | $175.86 M | 69.88% | 18.08% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.48 M | $64.15 M | -1.85% | 6.60% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 1.33 M | $58.04 M | 6.06% | 5.97% |
| SAVANT CAPITAL, LLC | 08/10/2026 | 1.14 M | $49.49 M | 93.71% | 5.09% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 08/05/2026 | 779.21 K | $33.88 M | 15.28% | 3.48% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 08/14/2026 | 674.99 K | $29.35 M | -1.62% | 3.02% |
| UBS GROUP AG | 08/13/2026 | 629.92 K | $27.39 M | 7.69% | 2.82% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 571.72 K | $24.86 M | -8.82% | 2.56% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 07/28/2026 | 487.68 K | $21.20 M | -3.93% | 2.18% |
| MORGAN STANLEY | 08/13/2026 | 416.81 K | $18.12 M | 57.69% | 1.86% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 374.73 K | $16.29 M | 32.26% | 1.68% |
| FIRST FOUNDATION ADVISORS | 08/14/2026 | 329.84 K | $14.34 M | 2.88% | 1.47% |
| GSB WEALTH MANAGEMENT, LLC | 07/27/2026 | 282.75 K | $12.05 M | 6.76% | 1.26% |
| CITIZENS FINANCIAL GROUP INC/RI | 08/07/2026 | 271.81 K | $11.82 M | 1.64% | 1.22% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 268.10 K | $11.66 M | 3.90% | 1.20% |
| SMARTLEAF ASSET MANAGEMENT LLC | 08/12/2026 | 251.30 K | $10.98 M | 0.00% | 1.12% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 246.68 K | $10.73 M | -6.84% | 1.10% |
| FIDUCIARY FINANCIAL ADVISORS | 08/14/2026 | 224.61 K | $9.77 M | 100.00% | 1.00% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 207.62 K | $9.03 M | -0.85% | 0.93% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 200.16 K | $8.70 M | -24.04% | 0.89% |
| BROUSSARD FINANCIAL GROUP LLC | 07/27/2026 | 179.77 K | $7.82 M | -2.11% | 0.80% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 158.99 K | $6.91 M | 0.00% | 0.71% |
| RFG ADVISORY, LLC | 07/15/2026 | 154.21 K | $6.70 M | 1.64% | 0.69% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 142.26 K | $6.19 M | -67.06% | 0.64% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 141.48 K | $6.15 M | 4.37% | 0.63% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 136.72 K | $5.94 M | 65.48% | 0.61% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 123.31 K | $5.36 M | 3.00% | 0.55% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 118.99 K | $5.17 M | 2.54% | 0.53% |
| NBC SECURITIES, INC. | 07/21/2026 | 113.54 K | $4.94 M | 6.32% | 0.51% |
| OXINAS PARTNERS WEALTH MANAGEMENT LLC | 07/14/2026 | 112.86 K | $4.91 M | 1.50% | 0.50% |
| JPMORGAN CHASE & CO | 08/12/2026 | 107.33 K | $4.69 M | -0.41% | 0.48% |
| OPTIMA CAPITAL LLC | 07/24/2026 | 104.00 K | $4.52 M | 2.67% | 0.46% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 82.22 K | $3.57 M | 2.05% | 0.37% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 80.30 K | $3.49 M | 48.13% | 0.36% |
| EQIS CAPITAL MANAGEMENT, INC. | 08/10/2026 | 74.50 K | $3.24 M | 0.89% | 0.33% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 73.84 K | $3.21 M | 100.00% | 0.33% |
| SHARPER & GRANITE LLC | 07/16/2026 | 71.39 K | $3.10 M | 5.65% | 0.32% |
| WEALTHPOINT FINANCIAL, LLC | 08/06/2026 | 67.81 K | $2.95 M | 0.24% | 0.30% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 66.74 K | $2.90 M | -32.58% | 0.30% |
| MARINER, LLC | 08/13/2026 | 65.63 K | $2.85 M | -49.14% | 0.29% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 08/07/2026 | 63.93 K | $2.78 M | 0.11% | 0.29% |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 08/07/2026 | 62.60 K | $2.72 M | -13.31% | 0.28% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 59.22 K | $2.57 M | 0.00% | 0.26% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 57.00 K | $2.48 M | 2.04% | 0.25% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 55.16 K | $2.40 M | 63.19% | 0.25% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 07/15/2026 | 51.72 K | $2.25 M | 0.54% | 0.23% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 50.70 K | $2.20 M | 8.03% | 0.23% |
| HECK CAPITAL ADVISORS, LLC | 07/10/2026 | 48.11 K | $2.09 M | 100.00% | 0.22% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 07/22/2026 | 43.79 K | $1.90 M | 5.32% | 0.20% |
| TRILOGY CAPITAL INC. | 07/06/2026 | 43.23 K | $1.88 M | 2.76% | 0.19% |
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WisdomTree Yield Enhanced U.S. Aggregate Bond Fund institutional Ownership - FAQ's
During the previous two years, 249 institutional investors and hedge funds held shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 4.04 M
LPL Financial LLC: 1.48 M
MERCER GLOBAL ADVISORS INC /ADV: 1.33 M
Savant Capital, LLC: 1.14 M
Prime Capital Investment Advisors, LLC: 779,212
Prestige Wealth Management Group LLC: 674,986
81.28% of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 22.76 M shares in the last 24 months. This purchase volume represents approximately $1.00 B in transactions.