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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DK
26
David Kennon
Florida
$4.11M +$4.34M +97,267 New
MML Investors Services
27
MML Investors Services
Massachusetts
$4M +$496K +11,107 +13%
RIA
28
Regal Investment Advisors
Michigan
$3.97M +$194K +4,342 +5%
CCA
29
Clearwater Capital Advisors
Illinois
$3.74M -$3.42M -76,623 -46%
WIM
30
WealthPlan Investment Management
Nebraska
$3.53M +$3.59M +80,370 New
RIG
31
Roosevelt Investment Group
New York
$3.25M +$142K +3,171 +4%
Citadel Advisors
32
Citadel Advisors
Florida
$3.01M +$2.94M +65,806 +1,201%
RJA
33
Raymond James & Associates
Florida
$2.9M +$445K +9,964 +17%
WFA
34
Wade Financial Advisory
California
$2.84M +$221K +4,960 +8%
SFG
35
SNS Financial Group
Minnesota
$2.73M +$650K +14,562 +29%
CGFA
36
Colton Groome Financial Advisors
North Carolina
$2.63M -$780K -17,463 -22%
FPIS
37
Financial Planning & Information Services
Wisconsin
$2.54M -$161K -3,613 -6%
MLA
38
My Legacy Advisors
Oregon
$2.44M +$249K +5,567 +10%
FFA
39
First Foundation Advisors
California
$2.21M +$805K +18,027 +53%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.15M -$954K -21,365 -30%
MA
41
Mutual Advisors
Nebraska
$2.14M +$154K +3,441 +7%
FFWM
42
Future Financial Wealth Management
Ohio
$1.81M -$95.6K -2,141 -5%
FHA
43
Flagship Harbor Advisors
Massachusetts
$1.74M +$57.1K +1,280 +3%
PCWA
44
Pacific Capital Wealth Advisors
California
$1.72M -$42.3K -947 -2%
GWSG
45
GPS Wealth Strategies Group
Colorado
$1.72M +$621K +13,922 +52%
T
46
TRUADVICE
Florida
$1.67M -$101K -2,261 -5%
Wells Fargo
47
Wells Fargo
California
$1.67M -$509K -11,403 -22%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.48M +$240K +5,383 +18%
SFG
49
StrategIQ Financial Group
Indiana
$1.47M -$160K -3,594 -9%
FFG
50
Ford Financial Group
California
$1.32M +$140K +3,127 +11%