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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$9.73M +$1.54M +29,467 +19%
UBS Group
27
UBS Group
Switzerland
$9.32M +$848K +16,196 +10%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$7.84M +$7.95M +151,757 New
BZWA
29
Blue Zone Wealth Advisors
California
$6.58M +$1.45M +27,609 +28%
SFG
30
StrategIQ Financial Group
Indiana
$6M -$751K -14,332 -11%
CFA
31
Carroll Financial Associates
North Carolina
$5.81M +$916K +17,493 +18%
HFA
32
Huber Financial Advisors
Illinois
$5.72M +$9.74K +186 +0.2%
SC
33
Savant Capital
Illinois
$5.72M +$5.8M +110,698 New
CGFA
34
Colton Groome Financial Advisors
North Carolina
$5.36M -$3.82M -72,946 -41%
NEIRG
35
New England Investment & Retirement Group
Massachusetts
$5.24M +$1.68M +32,157 +46%
DWM
36
Darwin Wealth Management
Florida
$4.99M +$446K +8,518 +10%
WP
37
WealthPLAN Partners
Nebraska
$4.42M -$517K -9,867 -11%
IA
38
IFP Advisors
Florida
$4.09M -$1.95M -37,216 -32%
AAS
39
Avantax Advisory Services
Texas
$3.77M +$1.98M +37,731 +107%
BCI
40
Brinker Capital Investments
Pennsylvania
$3.42M -$711K -13,570 -17%
DP
41
Denver PWM
Colorado
$3.29M +$409K +7,801 +14%
BAAM
42
Baker Avenue Asset Management
California
$3.05M
SW
43
SlateStone Wealth
Florida
$2.98M -$82.1K -1,567 -3%
OIA
44
OneDigital Investment Advisors
Kansas
$2.97M -$37.4K -714 -1%
VWM
45
Vigilare Wealth Management
Arizona
$2.54M +$648K +12,378 +34%
TC
46
Trilogy Capital
California
$2.53M +$2.51M +47,838 New
22CM
47
20/20 Capital Management
California
$2.22M -$145K -2,761 -6%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$2.07M +$51.8K +988 +3%
PCWA
49
Pacific Capital Wealth Advisors
California
$2.03M -$204K -3,895 -9%
Truist Financial
50
Truist Financial
North Carolina
$1.99M -$27.8K -531 -1%