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icono de AGGY

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 176 M +USD 72.5 M +1,663,758 +70%
LPL Financial
2
LPL Financial
California
USD 64.2 M -USD 1.21 M -27,767 -2%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
USD 58 M +USD 3.32 M +76,277 +6%
Savant Capital
4
Savant Capital
Illinois
USD 49.5 M +USD 24 M +550,839 +94%
Prime Capital Investment Advisors
5
Prime Capital Investment Advisors
Kansas
USD 33.9 M +USD 4.5 M +103,296 +15%
PWMG
6
Prestige Wealth Management Group
New Jersey
USD 29.3 M -USD 484 k -11,108 -2%
UBS Group
7
UBS Group
Switzerland
USD 27.4 M +USD 1.96 M +44,986 +8%
HighTower Advisors
8
HighTower Advisors
Illinois
USD 24.9 M -USD 2.41 M -55,301 -9%
WealthPlan Investment Management
9
WealthPlan Investment Management
Nebraska
USD 21.2 M -USD 869 k -19,945 -4%
Morgan Stanley
10
Morgan Stanley
New York
USD 18.1 M +USD 6.64 M +152,483 +58%
Raymond James Financial
11
Raymond James Financial
Florida
USD 16.3 M +USD 3.98 M +91,391 +32%
First Foundation Advisors
12
First Foundation Advisors
California
USD 14.3 M +USD 402 k +9,236 +3%
GWM
13
GSB Wealth Management
Connecticut
USD 12 M +USD 780 k +17,899 +7%
Citizens Financial Group
14
Citizens Financial Group
Rhode Island
USD 11.8 M +USD 191 k +4,392 +2%
Kestra Private Wealth Services
15
Kestra Private Wealth Services
Texas
USD 11.7 M +USD 438 k +10,054 +4%
Smartleaf Asset Management
16
Smartleaf Asset Management
Massachusetts
USD 11 M – – –
Ameriprise
17
Ameriprise
Minnesota
USD 10.7 M -USD 789 k -18,112 -7%
APFP
18
Action Point Financial Planning
Michigan
USD 9.8 M +USD 9.8 M +224,614 Nuevas
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
USD 9.03 M -USD 77.3 k -1,774 -0.8%
Atria Investments
20
Atria Investments
North Carolina
USD 8.7 M -USD 2.76 M -63,331 -24%
BFG
21
Broussard Financial Group
Louisiana
USD 7.82 M -USD 168 k -3,866 -2%
Vestmark Advisory Solutions
22
Vestmark Advisory Solutions
Massachusetts
USD 6.91 M – – –
RFG Advisory
23
RFG Advisory
Alabama
USD 6.7 M +USD 109 k +2,495 +2%
Private Advisor Group
24
Private Advisor Group
New Jersey
USD 6.19 M -USD 12.6 M -289,602 -67%
Stifel Financial
25
Stifel Financial
Missouri
USD 6.15 M +USD 258 k +5,926 +4%
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