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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FFS
51
Founders Financial Securities
Maryland
$543K +$533K +10,891 New
WIA
52
Westbourne Investment Advisors
Maryland
$525K
Wells Fargo
53
Wells Fargo
California
$522K +$188K +3,847 +58%
CI
54
CX Institutional
Indiana
$486K +$53.5K +1,094 +13%
CAN
55
Claraphi Advisory Network
United States
$387K -$11.8K -242 -3%
FFG
56
Frisch Financial Group
New York
$306K +$300K +6,137 New
5L
57
55I LLC
Massachusetts
$301K -$30K -614 -9%
CA
58
Continuum Advisory
Idaho
$274K -$792K -16,205 -75%
CF
59
Centaurus Financial
California
$257K -$1.41M -28,850 -85%
RJA
60
Raymond James & Associates
Florida
$243K -$19.1K -390 -7%
LA
61
LexAurum Advisors
Kansas
$236K +$232K +4,741 New
AWMG
62
Alliance Wealth Management Group
New Jersey
$202K +$198K +4,050 New
TCM
63
Towercrest Capital Management
Pennsylvania
$201K +$198K +4,050 New
TWA
64
TCI Wealth Advisors
Arizona
$193K +$189K +3,871 New
MNBTD
65
Moody National Bank Trust Division
Texas
$123K +$120K +2,464 New
IA
66
IFP Advisors
Florida
$52K -$1.41M -28,815 -96%
LPWM
67
Lake Point Wealth Management
Texas
$41K -$1.67M -34,065 -98%
CFD
68
Creative Financial Designs
Indiana
$12K
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$11K +$1.03K +21 +11%
HGWM
70
Harvest Group Wealth Management
Massachusetts
$3K +$2.59K +53 New
WP
71
WealthShield Partners
North Carolina
$2K
NR
72
Newfound Research
Massachusetts
$1K +$49 +1 +4%
BlackRock
73
BlackRock
New York
$1K +$1.32K +27 New
CFA
74
Capstone Financial Advisors
Illinois
-$1.34M -27,842 Closed
RCA
75
Rowland Carmichael Advisors
Arizona
-$1.12M -23,209 Closed