We are live on ! Find out more
AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GLA
26
Great Lakes Advisors
Illinois
$1.1M +$101K +2,071 +10%
Creative Planning
27
Creative Planning
Kansas
$994K +$54.1K +1,112 +6%
VF
28
Virtu Financial
New York
$866K -$686K -14,090 -44%
1IA
29
1834 Investment Advisors
Wisconsin
$809K -$56.3K -1,156 -6%
EWF
30
Epstein & White Financial
California
$768K -$6.71M -137,982 -90%
CAN
31
Claraphi Advisory Network
United States
$395K -$65.8K -1,352 -14%
LPL Financial
32
LPL Financial
California
$382K +$73.3K +1,507 +24%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$239K -$1.07M -21,917 -82%
CI
34
CX Institutional
Indiana
$227K +$228K +4,686 New
LNC
35
Lincoln National Corp
Pennsylvania
$214K +$214K +4,407 New
MGIA
36
Moneta Group Investment Advisors
Missouri
$203K +$204K +4,188 New
CCA
37
Catalyst Capital Advisors
New York
$90K
PA
38
Perennial Advisors
New York
$74K +$74.2K +1,525 New
AG
39
Advisor Group
Arizona
$53K
BWM
40
BerganKDV Wealth Management
Minnesota
$53K +$52.9K +1,087 New
CWA
41
Clarus Wealth Advisors
Arizona
$36K +$35.8K +735 New
SEI Investments
42
SEI Investments
Pennsylvania
$32K -$4.14K -85 -12%
AF
43
Advisornet Financial
Minnesota
$21K +$21.5K +441 New
Citigroup
44
Citigroup
New York
$14K
CFD
45
Creative Financial Designs
Indiana
$12K +$12.2K +250 New
SFM
46
Signet Financial Management
New Jersey
$10K +$10.2K +209 New
WP
47
WealthShield Partners
North Carolina
$2K
NR
48
Newfound Research
Massachusetts
$1K +$49 +1 +4%
FA
49
FDx Advisors
Illinois
-$446K -9,046 Closed
AWMG
50
Alliance Wealth Management Group
New Jersey
-$281K -5,700 Closed