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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$176M +$72.5M +1,663,758 +70%
LPL Financial
2
LPL Financial
California
$64.2M -$1.21M -27,767 -2%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$58M +$3.32M +76,277 +6%
SC
4
Savant Capital
Illinois
$49.5M +$24M +550,839 +94%
PCIA
5
Prime Capital Investment Advisors
Kansas
$33.9M +$4.5M +103,296 +15%
PWMG
6
Prestige Wealth Management Group
New Jersey
$29.3M -$484K -11,108 -2%
UBS Group
7
UBS Group
Switzerland
$27.4M +$1.96M +44,986 +8%
HighTower Advisors
8
HighTower Advisors
Illinois
$24.9M -$2.41M -55,301 -9%
WIM
9
WealthPlan Investment Management
Nebraska
$21.2M -$869K -19,945 -4%
Morgan Stanley
10
Morgan Stanley
New York
$18.1M +$6.64M +152,483 +58%
Raymond James Financial
11
Raymond James Financial
Florida
$16.3M +$3.98M +91,391 +32%
FFA
12
First Foundation Advisors
California
$14.3M +$402K +9,236 +3%
GWM
13
GSB Wealth Management
Connecticut
$12M +$780K +17,899 +7%
CFG
14
Citizens Financial Group
Rhode Island
$11.8M +$191K +4,392 +2%
KPWS
15
Kestra Private Wealth Services
Texas
$11.7M +$438K +10,054 +4%
SAM
16
Smartleaf Asset Management
Massachusetts
$11M – – –
Ameriprise
17
Ameriprise
Minnesota
$10.7M -$789K -18,112 -7%
APFP
18
Action Point Financial Planning
Michigan
$9.77M +$9.78M +224,614 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$9.03M -$77.3K -1,774 -0.8%
AI
20
Atria Investments
North Carolina
$8.7M -$2.76M -63,331 -24%
BFG
21
Broussard Financial Group
Louisiana
$7.82M -$168K -3,866 -2%
VAS
22
Vestmark Advisory Solutions
Massachusetts
$6.91M – – –
RA
23
RFG Advisory
Alabama
$6.7M +$109K +2,495 +2%
PAG
24
Private Advisor Group
New Jersey
$6.19M -$12.6M -289,602 -67%
Stifel Financial
25
Stifel Financial
Missouri
$6.15M +$258K +5,926 +4%
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