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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$1.76M -$818K -15,617 -31%
WFA
52
Wade Financial Advisory
California
$1.75M -$72.4K -1,383 -4%
RIA
53
Realta Investment Advisors
Delaware
$1.74M +$186K +3,542 +12%
ACP
54
Aveo Capital Partners
Colorado
$1.61M -$1.58M -30,171 -49%
SPC
55
Sigma Planning Corp
Michigan
$1.55M +$1.57M +30,045 New
MML Investors Services
56
MML Investors Services
Massachusetts
$1.47M +$345K +6,584 +30%
VRM
57
Vectors Research Management
New York
$1.35M +$483K +9,229 +55%
IWC
58
Integrated Wealth Concepts
Massachusetts
$1.31M +$445K +8,504 +51%
JP Morgan Chase
59
JP Morgan Chase
New York
$1.31M +$1.32M +25,281 New
IWP
60
IAG Wealth Partners
Wisconsin
$1.19M -$29.5K -563 -2%
FAIM
61
Financial Advocates Investment Management
Washington
$1.12M -$22.4K -428 -2%
AF
62
Advisornet Financial
Minnesota
$1.07M +$121K +2,318 +13%
FFS
63
Founders Financial Securities
Maryland
$997K -$199K -3,793 -16%
IWA
64
Inspirion Wealth Advisors
Illinois
$958K +$611K +11,663 +169%
Creative Planning
65
Creative Planning
Kansas
$934K -$312K -5,949 -25%
VA
66
Valmark Advisers
Ohio
$879K +$891K +17,011 New
BFG
67
Beacon Financial Group
Texas
$863K +$132K +2,514 +18%
SFS
68
Sowell Financial Services
Arkansas
$858K +$593K +11,324 +214%
BRWA
69
B. Riley Wealth Advisors
Florida
$817K +$124K +2,363 +18%
FAAS
70
First Allied Advisory Services
California
$767K -$142K -2,706 -15%
WAS
71
Winch Advisory Services
Wisconsin
$742K +$4.77K +91 +0.6%
1IA
72
1834 Investment Advisors
Wisconsin
$720K -$48.7K -930 -6%
SWP
73
Stratos Wealth Partners
Ohio
$697K +$288K +5,498 +69%
William Blair & Company
74
William Blair & Company
Illinois
$669K +$995 +19 +0.1%
CI
75
CX Institutional
Indiana
$662K +$137K +2,617 +26%