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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
26
Freedom Investment Management
Connecticut
$5.16M -$188K -4,385 -4%
WA
27
Waverly Advisors
Alabama
$4.77M +$663K +15,486 +16%
JP Morgan Chase
28
JP Morgan Chase
New York
$4.52M -$540K -12,619 -11%
SFG
29
SNS Financial Group
Minnesota
$4.41M -$256K -5,985 -6%
MML Investors Services
30
MML Investors Services
Massachusetts
$3.6M +$180K +4,205 +5%
OPWM
31
Oxinas Partners Wealth Management
Indiana
$3.52M +$1.09M +25,461 +45%
KPWS
32
Kestra Private Wealth Services
Texas
$3.23M +$1.05M +24,542 +49%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$3.13M +$184K +4,301 +6%
AFTS
34
American Financial & Tax Strategies
New York
$3.04M -$7.37K -172 -0.2%
WP
35
WealthPLAN Partners
Nebraska
$3.01M +$17K +397 +0.6%
Jane Street
36
Jane Street
New York
$2.65M -$7.07M -165,008 -73%
GSEP
37
Golden State Equity Partners
California
$2.5M +$2.48M +58,007 New
FPIS
38
Financial Planning & Information Services
Wisconsin
$2.46M -$68.9K -1,609 -3%
MLA
39
My Legacy Advisors
Oregon
$2.33M -$518K -12,095 -18%
Wells Fargo
40
Wells Fargo
California
$2.25M +$725K +16,919 +48%
BFG
41
Beacon Financial Group
Texas
$2.19M +$649K +15,155 +42%
OWA
42
Opal Wealth Advisors
New York
$2.16M -$20.1K -470 -0.9%
SG
43
Sharper & Granite
California
$2.13M -$43.9K -1,025 -2%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$2.07M -$47.4K -1,106 -2%
NS
45
NBC Securities
Alabama
$2.05M +$232K +5,422 +13%
Corient Private Wealth
46
Corient Private Wealth
Florida
$2M +$47.4K +1,107 +2%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$1.84M +$33.3K +777 +2%
NA
48
NewEdge Advisors
Louisiana
$1.76M +$1.76M +41,018 New
GFG
49
Goldstone Financial Group
Illinois
$1.58M +$346K +8,086 +28%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.56M +$27.9K +652 +2%