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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$3.63M +$3.66M +84,230 New
RA
27
RFG Advisory
Alabama
$3.42M +$104K +2,395 +3%
Corient Private Wealth
28
Corient Private Wealth
Florida
$3.29M -$275K -6,333 -8%
WP
29
WealthPLAN Partners
Nebraska
$3.12M +$3.15M +72,483 New
MLA
30
My Legacy Advisors
Oregon
$2.9M +$261K +5,995 +10%
AI
31
Atria Investments
North Carolina
$2.86M +$337K +7,748 +13%
SFG
32
StrategIQ Financial Group
Indiana
$2.52M +$1.2M +27,516 +89%
FPIS
33
Financial Planning & Information Services
Wisconsin
$2.25M +$106K +2,444 +5%
MA
34
Mutual Advisors
Nebraska
$2.18M +$507K +11,660 +30%
SG
35
Sharper & Granite
California
$1.94M -$25.9K -595 -1%
OPWM
36
Oxinas Partners Wealth Management
Indiana
$1.84M +$1.86M +42,773 New
T
37
TRUADVICE
Florida
$1.66M -$22K -506 -1%
DK
38
David Kennon
Florida
$1.42M -$139K -3,190 -9%
Creative Planning
39
Creative Planning
Kansas
$1.42M -$463K -10,652 -24%
Wells Fargo
40
Wells Fargo
California
$1.39M -$174K -4,002 -11%
NAM
41
NorthCrest Asset Manangement
Minnesota
$1.28M -$5.21K -120 -0.4%
AAS
42
Avantax Advisory Services
Texas
$1.27M -$57.2K -1,317 -4%
Osaic Holdings
43
Osaic Holdings
Arizona
$1.25M -$196K -4,506 -13%
CWA
44
Centennial Wealth Advisory
Michigan
$1.16M -$14.5K -333 -1%
AWS
45
AJ Wealth Strategies
New York
$1.03M -$94.9K -2,183 -8%
SFG
46
SNS Financial Group
Minnesota
$1.02M -$295K -6,780 -22%
IA
47
Insight Advisors
Pennsylvania
$981K -$4.04K -93 -0.4%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$946K +$25.4K +585 +3%
IFWM
49
Institute for Wealth Management
Colorado
$898K +$64K +1,473 +8%
IWN
50
Independent Wealth Network
Iowa
$846K +$47.9K +1,103 +6%