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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

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