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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
First Foundation Advisors
California
$3.86M +$1.63M +38,284 +73%
RIA
27
Regal Investment Advisors
Michigan
$3.8M -$211K -4,957 -5%
Creative Planning
28
Creative Planning
Kansas
$3.76M -$4.04M -95,000 -52%
QA
29
Quantitative Advantage
Minnesota
$3.65M +$3.64M +85,572 New
WIM
30
WealthPlan Investment Management
Nebraska
$3.46M -$33.1K -778 -1%
WP
31
WealthPLAN Partners
Nebraska
$3.45M +$3.38M +79,592 New
Corient Private Wealth
32
Corient Private Wealth
Florida
$3.33M +$3.32M +78,065 New
CGFA
33
Colton Groome Financial Advisors
North Carolina
$3.18M +$524K +12,344 +20%
RJA
34
Raymond James & Associates
Florida
$3.15M +$221K +5,206 +8%
WFA
35
Wade Financial Advisory
California
$2.87M -$255 -6 -0%
MLA
36
My Legacy Advisors
Oregon
$2.49M -$96K -2,259 -4%
FPIS
37
Financial Planning & Information Services
Wisconsin
$2.4M -$167K -3,940 -7%
MMA
38
Miracle Mile Advisors
California
$2.34M -$33M -776,909 -93%
MA
39
Mutual Advisors
Nebraska
$2.29M +$121K +2,856 +6%
T
40
TRUADVICE
Florida
$2.13M +$352K +8,290 +21%
GWSG
41
GPS Wealth Strategies Group
Colorado
$2.01M +$273K +6,426 +16%
Wells Fargo
42
Wells Fargo
California
$1.96M +$275K +6,478 +16%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.86M -$312K -7,338 -14%
FHA
44
Flagship Harbor Advisors
Massachusetts
$1.81M +$61.1K +1,439 +4%
SG
45
Sharper & Granite
California
$1.72M +$1.71M +40,355 New
AWS
46
AJ Wealth Strategies
New York
$1.59M -$67.5M -1,588,177 -98%
SFG
47
SNS Financial Group
Minnesota
$1.58M -$1.17M -27,587 -43%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.46M -$37.9K -893 -3%
FFWM
49
Future Financial Wealth Management
Ohio
$1.41M -$312K -7,342 -18%
PCWA
50
Pacific Capital Wealth Advisors
California
$1.4M -$330K -7,774 -19%