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
UBS Group
26
UBS Group
Switzerland
$12.6M +$993K +18,343 +9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$12.5M +$272K +5,029 +2%
AAS
28
Avantax Advisory Services
Texas
$11.6M +$6.57M +121,353 +128%
HFS
29
Horizon Financial Services
North Carolina
$11.2M +$11.2M +207,496 New
CGFA
30
Colton Groome Financial Advisors
North Carolina
$11.2M +$638K +11,789 +6%
SWP
31
Stratos Wealth Partners
Ohio
$10.8M +$1.02M +18,767 +10%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$8.04M -$20.7M -382,196 -72%
CFA
33
Carroll Financial Associates
North Carolina
$6.74M +$651K +12,014 +11%
IA
34
IFP Advisors
Florida
$5.88M +$1.56M +28,798 +36%
NEIRG
35
New England Investment & Retirement Group
Massachusetts
$5.58M +$317K +5,853 +6%
SC
36
Savant Capital
Illinois
$5.34M -$557K -10,279 -9%
UR
37
USCA RIA
Texas
$4.8M +$4.83M +89,141 New
BCM
38
Bluefin Capital Management
New York
$4.77M
SFG
39
StrategIQ Financial Group
Indiana
$4.67M -$503K -9,285 -10%
KAS
40
Kestra Advisory Services
Texas
$4.52M +$4.55M +83,950 New
WP
41
WealthPLAN Partners
Nebraska
$4.15M -$382K -7,058 -8%
T
42
TRUADVICE
Florida
$3.95M +$3.99M +73,612 New
MML Investors Services
43
MML Investors Services
Massachusetts
$3.87M +$2.81M +51,911 +260%
DP
44
Denver PWM
Colorado
$3.61M +$119K +2,192 +3%
BZWA
45
Blue Zone Wealth Advisors
California
$3.57M -$2.02M -37,236 -36%
DWM
46
Darwin Wealth Management
Florida
$3.08M -$8.5M -156,928 -73%
WFA
47
Wade Financial Advisory
California
$2.94M +$365K +6,746 +14%
KFP
48
KMG Fiduciary Partners
Ohio
$2.93M +$428K +7,903 +17%
OIA
49
OneDigital Investment Advisors
Kansas
$2.84M -$186K -3,441 -6%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$2.75M +$393K +7,248 +17%