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
AWM
26
AE Wealth Management
Kansas
$6.76M +$2.12M +40,641 +46%
SS
27
Simplicity Solutions
Minnesota
$6.44M +$1.91M +36,545 +42%
IA
28
IFP Advisors
Florida
$6.16M +$360K +6,903 +6%
HFA
29
Huber Financial Advisors
Illinois
$5.77M +$1.86M +35,713 +48%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$5.53M +$1.96M +37,471 +54%
BSAM
31
Blue Sky Asset Management
Colorado
$5.24M +$5.24M +100,346 New
BZWA
32
Blue Zone Wealth Advisors
California
$5.21M +$5.21M +99,694 New
CFA
33
Carroll Financial Associates
North Carolina
$4.96M +$604K +11,563 +14%
WP
34
WealthPLAN Partners
Nebraska
$4.96M -$63.6K -1,218 -1%
S
35
Surevest
California
$4.67M -$613K -11,740 -12%
DWM
36
Darwin Wealth Management
Florida
$4.61M +$404K +7,738 +10%
BCI
37
Brinker Capital Investments
Pennsylvania
$4.17M -$138K -2,634 -3%
MAG
38
Mokosak Advisory Group
Iowa
$3.87M -$71.3K -1,365 -2%
BAM
39
Belpointe Asset Management
Nevada
$3.8M +$1.33M +25,522 +54%
NEIRG
40
New England Investment & Retirement Group
Massachusetts
$3.62M +$3.05M +58,318 +533%
ACP
41
Aveo Capital Partners
Colorado
$3.2M -$99.9K -1,914 -3%
SW
42
SlateStone Wealth
Florida
$3.09M -$47.1K -902 -2%
BAAM
43
Baker Avenue Asset Management
California
$3.08M +$3.08M +59,000 New
OIA
44
OneDigital Investment Advisors
Kansas
$3.04M +$232K +4,437 +8%
CCP
45
Cardan Capital Partners
Colorado
$3M +$22.4K +429 +0.8%
DP
46
Denver PWM
Colorado
$2.92M +$128K +2,452 +5%
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$2.59M +$169K +3,228 +7%
22CM
48
20/20 Capital Management
California
$2.38M +$2.34M +44,786 New
PCWA
49
Pacific Capital Wealth Advisors
California
$2.26M +$2.26M +43,208 New
Truist Financial
50
Truist Financial
North Carolina
$2.04M +$2.04M +39,123 New