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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
Merit Financial Group
Georgia
$5.83M +$5.86M +132,237 New
Mariner
27
Mariner
Kansas
$5.74M +$5.78M +130,350 New
Wells Fargo
28
Wells Fargo
California
$5.52M +$822K +18,544 +17%
JP Morgan Chase
29
JP Morgan Chase
New York
$4.69M -$304K -6,871 -6%
OPWM
30
Oxinas Partners Wealth Management
Indiana
$4.67M +$160K +3,610 +4%
OC
31
Optima Capital
Oregon
$4.31M +$4.33M +97,744 New
NS
32
NBC Securities
Alabama
$4.2M +$473K +10,673 +13%
TC
33
Trilogy Capital
California
$3.52M +$557K +12,567 +19%
Osaic Holdings
34
Osaic Holdings
Arizona
$3.5M +$159K +3,599 +5%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$3.49M +$58.6K +1,322 +2%
MML Investors Services
36
MML Investors Services
Massachusetts
$3.26M +$255K +5,753 +8%
KAS
37
Kestra Advisory Services
Texas
$2.84M +$207K +4,664 +8%
FIM
38
Freedom Investment Management
Connecticut
$2.83M -$442K -9,974 -13%
AFTS
39
American Financial & Tax Strategies
New York
$2.83M +$54.6K +1,232 +2%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$2.76M -$389K -8,780 -12%
WF
41
WealthPoint Financial
North Carolina
$2.7M +$2.71M +61,227 New
GSWM
42
Golden State Wealth Management
California
$2.37M +$1.73K +39 +0.1%
NAM
43
NorthCrest Asset Manangement
Minnesota
$2.35M +$159K +3,592 +7%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.22M
SG
45
Sharper & Granite
California
$2.09M -$58.5K -1,320 -3%
HI
46
Harbour Investments
Wisconsin
$2M +$241K +5,436 +14%
AWM
47
AE Wealth Management
Kansas
$1.84M +$169K +3,815 +10%
CIA
48
Concurrent Investment Advisors
Florida
$1.77M -$162K -3,648 -8%
GSEP
49
Golden State Equity Partners
California
$1.76M -$1.38M -31,058 -44%
Betterment LLC
50
Betterment LLC
New York
$1.69M +$155K +3,490 +10%