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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
51
Golden State Wealth Management
California
$2.72M -$2.14M -39,466 -44%
PCWA
52
Pacific Capital Wealth Advisors
California
$2.7M +$356K +6,576 +15%
TC
53
Trilogy Capital
California
$2.68M +$138K +2,548 +5%
Truist Financial
54
Truist Financial
North Carolina
$2.62M +$11.7K +216 +0.4%
RIG
55
Roosevelt Investment Group
New York
$2.6M +$859K +15,859 +49%
VWM
56
Vigilare Wealth Management
Arizona
$2.5M -$5.47K -101 -0.2%
IWC
57
Integrated Wealth Concepts
Massachusetts
$2.38M +$440K +8,130 +23%
IF
58
Intrua Financial
Texas
$2.18M +$221K +4,076 +11%
PAG
59
Private Advisor Group
New Jersey
$2.14M +$452K +8,339 +27%
IWA
60
Inspirion Wealth Advisors
Illinois
$2.09M +$1.05M +19,420 +100%
SPC
61
Sigma Planning Corp
Michigan
$1.96M +$539K +9,958 +38%
BCI
62
Brinker Capital Investments
Pennsylvania
$1.88M -$246K -4,550 -12%
SW
63
SlateStone Wealth
Florida
$1.81M -$1.09M -20,126 -37%
22CM
64
20/20 Capital Management
California
$1.76M +$12K +222 +0.7%
MIAN
65
Mariner Independent Advisor Network
Kansas
$1.76M +$1.09M +20,209 +163%
FFS
66
Founders Financial Securities
Maryland
$1.73M +$1.74M +32,081 New
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$1.69M +$1.7M +31,436 New
UCFA
68
United Capital Financial Advisors
Texas
$1.6M +$1.08M +19,866 +201%
AF
69
Advisornet Financial
Minnesota
$1.41M +$299K +5,525 +27%
ACP
70
Aveo Capital Partners
Colorado
$1.29M +$349K +6,438 +37%
VRM
71
Vectors Research Management
New York
$1.27M -$65.6K -1,212 -5%
FAIM
72
Financial Advocates Investment Management
Washington
$1.16M -$1.84K -34 -0.2%
IWP
73
IAG Wealth Partners
Wisconsin
$1.05M -$48.3K -891 -4%
FFA
74
First Foundation Advisors
California
$1.05M -$46.4K -857 -4%
MFG
75
Merit Financial Group
Georgia
$1.03M -$815K -15,058 -44%