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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthPLAN Partners
Nebraska
$4.9M -$67.2K -1,293 -1%
AWM
27
AE Wealth Management
Kansas
$4.63M +$4.32M +83,182 +1,518%
SS
28
Simplicity Solutions
Minnesota
$4.53M +$4.51M +86,724 New
CFA
29
Carroll Financial Associates
North Carolina
$4.36M +$995K +19,146 +30%
BCI
30
Brinker Capital Investments
Pennsylvania
$4.31M -$735K -14,136 -15%
DWM
31
Darwin Wealth Management
Florida
$4.2M +$551K +10,605 +15%
MAG
32
Mokosak Advisory Group
Iowa
$3.95M -$94.2K -1,813 -2%
HFA
33
Huber Financial Advisors
Illinois
$3.91M +$928K +17,857 +31%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$3.63M -$1.6M -30,874 -31%
MFG
35
Merit Financial Group
Georgia
$3.57M +$3.55M +68,250 New
ACP
36
Aveo Capital Partners
Colorado
$3.3M +$631K +12,148 +24%
SW
37
SlateStone Wealth
Florida
$3.14M +$253K +4,863 +9%
CCP
38
Cardan Capital Partners
Colorado
$2.98M +$18.8K +361 +0.6%
OIA
39
OneDigital Investment Advisors
Kansas
$2.81M +$146K +2,816 +6%
DP
40
Denver PWM
Colorado
$2.79M +$156K +3,005 +6%
BAM
41
Belpointe Asset Management
Nevada
$2.47M +$2.46M +47,250 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$2.43M +$527K +10,135 +28%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.96M -$121K -2,325 -6%
Wells Fargo
44
Wells Fargo
California
$1.51M +$644K +12,392 +75%
AWM
45
Apollon Wealth Management
South Carolina
$1.48M +$74.6K +1,435 +5%
EF
46
Empirical Finance
Pennsylvania
$1.24M -$715K -13,752 -37%
RIA
47
Realta Investment Advisors
Delaware
$1.18M +$120K +2,307 +11%
FFS
48
Founders Financial Securities
Maryland
$1.17M +$447K +8,606 +62%
Creative Planning
49
Creative Planning
Kansas
$1.04M -$68K -1,309 -6%
AF
50
Advisornet Financial
Minnesota
$930K +$493K +9,483 +114%