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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MAG
26
Mokosak Advisory Group
Iowa
$3.96M +$238K +4,736 +7%
DWM
27
Darwin Wealth Management
Florida
$3.58M +$392K +7,819 +13%
CFA
28
Carroll Financial Associates
North Carolina
$3.29M +$975K +19,423 +43%
IDA
29
Intelligence Driven Advisers
California
$3.23M -$4.34M -86,443 -58%
PAG
30
Private Advisor Group
New Jersey
$2.92M -$5.42M -107,910 -65%
HFA
31
Huber Financial Advisors
Illinois
$2.92M +$831K +16,547 +41%
CCP
32
Cardan Capital Partners
Colorado
$2.9M +$54.3K +1,081 +2%
SW
33
SlateStone Wealth
Florida
$2.83M +$2.77M +55,211 New
DP
34
Denver PWM
Colorado
$2.65M +$238K +4,738 +10%
ACP
35
Aveo Capital Partners
Colorado
$2.62M +$519K +10,347 +25%
OIA
36
OneDigital Investment Advisors
Kansas
$2.61M +$211K +4,203 +9%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.04M -$167K -3,332 -8%
EF
38
Empirical Finance
Pennsylvania
$1.92M +$1.88M +37,448 New
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$1.86M +$338K +6,735 +23%
AWM
40
Apollon Wealth Management
South Carolina
$1.38M +$51.3K +1,021 +4%
Creative Planning
41
Creative Planning
Kansas
$1.08M +$351 +7 +0%
RIA
42
Realta Investment Advisors
Delaware
$1.04M +$232K +4,620 +29%
Wells Fargo
43
Wells Fargo
California
$845K +$302K +6,016 +57%
1IA
44
1834 Investment Advisors
Wisconsin
$767K -$11.5K -230 -2%
AW
45
ACG Wealth
Georgia
$719K -$49.3K -983 -7%
FFS
46
Founders Financial Securities
Maryland
$708K +$147K +2,921 +27%
William Blair & Company
47
William Blair & Company
Illinois
$660K +$1.05K +21 +0.2%
SFG
48
SNS Financial Group
Minnesota
$578K
BRWA
49
B. Riley Wealth Advisors
Florida
$563K +$551K +10,978 New
CI
50
CX Institutional
Indiana
$558K +$57.5K +1,145 +12%