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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$7.15M -$24.8K -545 -0.3%
LFPWM
27
Leicht Financial Planning & Wealth Management
New Jersey
$6.94M -$79.6K -1,751 -1%
3LCM
28
3D/L Capital Management
Connecticut
$5.56M +$21.8K +480 +0.4%
MWM
29
Meridian Wealth Management
Kentucky
$4.48M +$4.56M +100,151 New
RIA
30
Regal Investment Advisors
Michigan
$4.01M +$215K +4,736 +6%
MML Investors Services
31
MML Investors Services
Massachusetts
$3.74M -$182 -4 -0%
CGFA
32
Colton Groome Financial Advisors
North Carolina
$3.56M -$2.77M -60,841 -43%
RIG
33
Roosevelt Investment Group
New York
$3.3M +$102K +2,237 +3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.24M +$598K +13,140 +22%
FPIS
35
Financial Planning & Information Services
Wisconsin
$2.85M -$508K -11,161 -15%
WFA
36
Wade Financial Advisory
California
$2.79M +$347K +7,622 +14%
RJA
37
Raymond James & Associates
Florida
$2.63M +$132K +2,906 +5%
AAS
38
Avantax Advisory Services
Texas
$2.44M -$37.4K -823 -1%
MLA
39
My Legacy Advisors
Oregon
$2.38M +$1.55M +34,181 +180%
Wells Fargo
40
Wells Fargo
California
$2.27M -$1.59M -34,970 -41%
SFG
41
SNS Financial Group
Minnesota
$2.24M -$229K -5,037 -9%
MA
42
Mutual Advisors
Nebraska
$2.12M +$104K +2,276 +5%
FFWM
43
Future Financial Wealth Management
Ohio
$2.04M
T
44
TRUADVICE
Florida
$1.95M +$45.8K +1,006 +2%
CAN
45
Cetera Advisor Networks
California
$1.92M -$1.56M -34,197 -44%
PCWA
46
Pacific Capital Wealth Advisors
California
$1.86M -$9.28K -204 -0.5%
ACK
47
Andrew C. Karlinski
$1.84M +$760K +16,714 +68%
FHA
48
Flagship Harbor Advisors
Massachusetts
$1.78M -$6.91K -152 -0.4%
SFG
49
StrategIQ Financial Group
Indiana
$1.71M -$280K -6,145 -14%
FFA
50
First Foundation Advisors
California
$1.53M +$26K +571 +2%