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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
26
SNS Financial Group
Minnesota
$5.05M +$4.17M +98,844 +623%
KIA
27
KLR Investment Advisors
Rhode Island
$5M +$28.6K +677 +0.6%
RA
28
RFG Advisory
Alabama
$4.53M -$68.7K -1,628 -2%
SFG
29
StrategIQ Financial Group
Indiana
$3.82M +$440K +10,431 +14%
MML Investors Services
30
MML Investors Services
Massachusetts
$3.68M -$725K -17,179 -17%
JP Morgan Chase
31
JP Morgan Chase
New York
$3.56M +$121K +2,878 +4%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.53M +$2.6M +61,647 +334%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$3.25M -$207K -4,909 -6%
MLA
34
My Legacy Advisors
Oregon
$3.24M +$66.4K +1,574 +2%
AFTS
35
American Financial & Tax Strategies
New York
$3.14M +$3.01M +71,359 New
WP
36
WealthPLAN Partners
Nebraska
$3.05M -$55.7K -1,320 -2%
GSEP
37
Golden State Equity Partners
California
$2.79M +$31.4K +744 +1%
WP
38
WealthSource Partners
California
$2.73M +$2.61M +61,976 New
Jane Street
39
Jane Street
New York
$2.7M -$7.17M -170,042 -73%
FPIS
40
Financial Planning & Information Services
Wisconsin
$2.32M +$76.1K +1,804 +4%
OWA
41
Opal Wealth Advisors
New York
$2.23M +$2.14M +50,766 New
OPWM
42
Oxinas Partners Wealth Management
Indiana
$2.12M +$19K +450 +0.9%
SG
43
Sharper & Granite
California
$1.99M -$1.39K -33 -0.1%
KAS
44
Kestra Advisory Services
Texas
$1.94M +$591K +14,009 +47%
SPIA
45
Steward Partners Investment Advisory
New York
$1.93M +$1.85M +43,745 New
Corient Private Wealth
46
Corient Private Wealth
Florida
$1.9M -$216K -5,111 -11%
Stifel Financial
47
Stifel Financial
Missouri
$1.6M +$1.06M +25,226 +227%
Renaissance Technologies
48
Renaissance Technologies
New York
$1.52M +$761K +18,050 +109%
AAS
49
Avantax Advisory Services
Texas
$1.4M +$58.1K +1,378 +5%
MA
50
Mutual Advisors
Nebraska
$1.38M -$807K -19,135 -38%