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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
Osaic Holdings
26
Osaic Holdings
Arizona
USD 5.94 M +USD 2.36 M +54,098 +65%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
USD 5.36 M +USD 156 k +3,589 +3%
Wells Fargo
28
Wells Fargo
California
USD 5.17 M +USD 128 k +2,947 +3%
NBC Securities
29
NBC Securities
Alabama
USD 4.94 M +USD 294 k +6,751 +6%
Oxinas Partners Wealth Management
30
Oxinas Partners Wealth Management
Indiana
USD 4.91 M +USD 72.7 k +1,669 +2%
JP Morgan Chase
31
JP Morgan Chase
New York
USD 4.69 M -USD 19 k -437 -0.4%
Optima Capital
32
Optima Capital
Oregon
USD 4.52 M +USD 118 k +2,708 +3%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
USD 3.57 M +USD 71.9 k +1,650 +2%
MML Investors Services
34
MML Investors Services
Massachusetts
USD 3.49 M +USD 1.14 M +26,092 +48%
Freedom Investment Management
35
Freedom Investment Management
Connecticut
USD 3.24 M +USD 28.5 k +655 +0.9%
Goldman Sachs
36
Goldman Sachs
New York
USD 3.21 M +USD 3.22 M +73,837 Nuevas
Sharper & Granite
37
Sharper & Granite
California
USD 3.1 M +USD 166 k +3,819 +6%
WealthPoint Financial
38
WealthPoint Financial
North Carolina
USD 2.95 M +USD 7.14 k +164 +0.2%
Kestra Advisory Services
39
Kestra Advisory Services
Texas
USD 2.9 M -USD 1.4 M -32,255 -33%
Mariner
40
Mariner
Kansas
USD 2.85 M -USD 2.76 M -63,398 -49%
American Financial & Tax Strategies
41
American Financial & Tax Strategies
New York
USD 2.78 M +USD 2.96 k +68 +0.1%
Main Street Financial Solutions
42
Main Street Financial Solutions
Pennsylvania
USD 2.72 M -USD 419 k -9,610 -13%
UBS AM
43
UBS AM
Illinois
USD 2.57 M – – –
Harbour Investments
44
Harbour Investments
Wisconsin
USD 2.48 M +USD 49.6 k +1,138 +2%
Sanctuary Advisors
45
Sanctuary Advisors
Indiana
USD 2.4 M +USD 930 k +21,359 +63%
CLA (CliftonLarsonAllen) Wealth Advisors
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 2.25 M +USD 12.2 k +279 +0.5%
AE Wealth Management
47
AE Wealth Management
Kansas
USD 2.2 M +USD 164 k +3,769 +8%
Heck Capital Advisors
48
Heck Capital Advisors
Wisconsin
USD 2.09 M +USD 2.1 M +48,109 Nuevas
Golden State Wealth Management
49
Golden State Wealth Management
California
USD 1.9 M +USD 96.3 k +2,211 +5%
Trilogy Capital
50
Trilogy Capital
California
USD 1.88 M +USD 50.6 k +1,162 +3%
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