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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JSL
51
JT Stratford LLC
Georgia
$1.86M +$206K +4,724 +12%
Betterment LLC
52
Betterment LLC
New York
$1.55M +$80.9K +1,858 +5%
CIA
53
Concurrent Investment Advisors
Florida
$1.55M -$524K -12,021 -25%
WHCI
54
W.H. Cornerstone Investments
Massachusetts
$1.35M +$1.35M +31,017 New
WP
55
WealthPLAN Partners
Nebraska
$1.35M +$551K +12,648 +69%
Corient Private Wealth
56
Corient Private Wealth
Florida
$1.3M +$1.3M +29,965 New
WA
57
Waverly Advisors
Alabama
$1.28M +$418K +9,589 +48%
IA
58
Integrity Alliance
Iowa
$1.25M +$150K +3,448 +14%
JIR
59
James Investment Research
Ohio
$1.23M +$219K +5,028 +22%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$1.23M +$407K +9,356 +50%
SBH
61
Segall Bryant & Hamill
Illinois
$1.2M -$46.5K -1,067 -4%
EAM
62
Empirical Asset Management
Massachusetts
$1.16M +$64.6K +1,484 +6%
AA
63
Armis Advisers
Georgia
$1.11M -$109K -2,512 -9%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$1.09M +$118K +2,704 +12%
DK
65
David Kennon
Florida
$1.06M -$51.7K -1,187 -5%
WA
66
Win Advisors
Florida
$1.04M +$26K +598 +3%
WAS
67
Winch Advisory Services
Wisconsin
$980K +$104K +2,380 +12%
SF
68
Symphony Financial
Texas
$942K -$202K -4,640 -18%
GWP
69
Gateway Wealth Partners
Wisconsin
$916K -$981K -22,516 -52%
WB
70
Webster Bank
Connecticut
$897K
GFG
71
Goldstone Financial Group
Illinois
$865K +$12.1K +278 +1%
HBS
72
Howard Bailey Securities
Indiana
$852K -$161K -3,693 -16%
PAS
73
Park Avenue Securities
New York
$806K +$61.1K +1,402 +8%
DWM
74
Diversify Wealth Management
Utah
$786K +$2.4K +55 +0.3%
DAS
75
Diversify Advisory Services
Utah
$786K +$798K +18,326 New