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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$3.43M -$1.25M -28,816 -27%
RA
27
RFG Advisory
Alabama
$3.36M -$3.3M -75,906 -50%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$3.3M +$2.28M +52,353 +227%
MLA
29
My Legacy Advisors
Oregon
$2.67M +$191K +4,398 +8%
AI
30
Atria Investments
North Carolina
$2.57M +$2.56M +58,733 New
GSEP
31
Golden State Equity Partners
California
$2.49M +$2.48M +56,934 New
MMA
32
Miracle Mile Advisors
California
$2.38M -$15.1K -347 -0.6%
FPIS
33
Financial Planning & Information Services
Wisconsin
$2.18M -$283K -6,514 -12%
SG
34
Sharper & Granite
California
$1.99M +$229K +5,255 +13%
Creative Planning
35
Creative Planning
Kansas
$1.91M -$1.94M -44,483 -50%
T
36
TRUADVICE
Florida
$1.73M -$388K -8,916 -18%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$1.71M +$1.7M +39,083 New
MA
38
Mutual Advisors
Nebraska
$1.7M -$642K -14,746 -28%
Wells Fargo
39
Wells Fargo
California
$1.59M -$419K -9,632 -21%
DK
40
David Kennon
Florida
$1.58M -$2.77M -63,572 -64%
Osaic Holdings
41
Osaic Holdings
Arizona
$1.46M -$28.5K -656 -2%
PCWA
42
Pacific Capital Wealth Advisors
California
$1.4M -$39K -896 -3%
SFG
43
StrategIQ Financial Group
Indiana
$1.36M -$36.8K -846 -3%
AAS
44
Avantax Advisory Services
Texas
$1.34M -$1.83K -42 -0.1%
SFG
45
SNS Financial Group
Minnesota
$1.33M -$288K -6,620 -18%
NAM
46
NorthCrest Asset Manangement
Minnesota
$1.3M +$1.29M +29,743 New
SW
47
SVB Wealth
Massachusetts
$1.19M +$1.19M +27,251 New
CWA
48
Centennial Wealth Advisory
Michigan
$1.19M +$104K +2,393 +10%
AWS
49
AJ Wealth Strategies
New York
$1.14M -$481K -11,054 -30%
MFG
50
Merit Financial Group
Georgia
$1.13M -$16.1K -371 -1%