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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Name Holding Trade Value Shares
Change 		Change in
Stake
LPWM
26
Lake Point Wealth Management
Texas
$1.68M +$1.66M +34,861 New
CF
27
Centaurus Financial
California
$1.63M -$525K -11,000 -24%
OIA
28
OneDigital Investment Advisors
Kansas
$1.54M +$1.53M +32,040 New
IA
29
IFP Advisors
Florida
$1.44M -$140K -2,943 -9%
Creative Planning
30
Creative Planning
Kansas
$1.42M +$450K +9,433 +47%
CFA
31
Capstone Financial Advisors
Illinois
$1.34M +$1.33M +27,842 New
OA
32
Opes Advisors
California
$1.18M -$6.18M -129,581 -84%
RCA
33
Rowland Carmichael Advisors
Arizona
$1.12M +$1.11M +23,209 New
CA
34
Continuum Advisory
Idaho
$1.05M +$1.04M +21,716 New
RIA
35
Regal Investment Advisors
Michigan
$890K +$341K +7,141 +63%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$855K +$768K +16,093 +982%
PWPS
37
Pinnacle Wealth Planning Services
Ohio
$844K +$835K +17,498 New
AW
38
ACG Wealth
Georgia
$821K -$122K -2,562 -13%
1IA
39
1834 Investment Advisors
Wisconsin
$720K -$23.1K -485 -3%
AI
40
Atria Investments
North Carolina
$647K -$791K -16,573 -55%
William Blair & Company
41
William Blair & Company
Illinois
$620K +$613K +12,850 New
SFG
42
SNS Financial Group
Minnesota
$603K +$597K +12,508 New
IWS
43
Insight Wealth Strategies
California
$581K +$575K +12,049 New
MA
44
Mutual Advisors
Nebraska
$555K +$550K +11,518 New
WIA
45
Westbourne Investment Advisors
Maryland
$508K +$502K +10,526 New
LPL Financial
46
LPL Financial
California
$460K +$62.1K +1,302 +16%
CI
47
CX Institutional
Indiana
$418K +$31.5K +660 +8%
CAN
48
Claraphi Advisory Network
United States
$387K -$6.78K -142 -2%
5L
49
55I LLC
Massachusetts
$321K +$318K +6,661 New
Wells Fargo
50
Wells Fargo
California
$320K +$71.7K +1,503 +29%
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