We are live on ! Find out more
AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$2.58M +$207K +3,852 +9%
SPC
52
Sigma Planning Corp
Michigan
$2.38M +$420K +7,827 +21%
GSWM
53
Golden State Wealth Management
California
$2.37M -$348K -6,479 -13%
DWM
54
Darwin Wealth Management
Florida
$2.31M -$766K -14,282 -25%
OMC
55
Old Mission Capital
Illinois
$2.29M +$1.41M +26,231 +159%
KFP
56
KMG Fiduciary Partners
Ohio
$2.24M -$676K -12,598 -23%
IWA
57
Inspirion Wealth Advisors
Illinois
$2.19M +$102K +1,903 +5%
MIAN
58
Mariner Independent Advisor Network
Kansas
$2.17M +$422K +7,869 +24%
RIA
59
Regal Investment Advisors
Michigan
$2.15M +$2.15M +40,075 New
TC
60
Trilogy Capital
California
$2.11M -$564K -10,520 -21%
IF
61
Intrua Financial
Texas
$2.11M -$82.4K -1,536 -4%
WFA
62
Wade Financial Advisory
California
$2.09M -$848K -15,816 -29%
RIG
63
Roosevelt Investment Group
New York
$2.05M -$538K -10,037 -21%
GSEP
64
Golden State Equity Partners
California
$2.02M +$2.02M +37,712 New
IA
65
Insight Advisors
Pennsylvania
$1.81M +$1.81M +33,749 New
CWA
66
Centennial Wealth Advisory
Michigan
$1.77M +$1.77M +32,917 New
Truist Financial
67
Truist Financial
North Carolina
$1.71M -$901K -16,805 -35%
FPIS
68
Financial Planning & Information Services
Wisconsin
$1.68M +$836K +15,578 +99%
CRI
69
Colonial River Investments
Virginia
$1.64M +$1.66M +30,995 New
UCFA
70
United Capital Financial Advisors
Texas
$1.6M +$4.99K +93 +0.3%
BCI
71
Brinker Capital Investments
Pennsylvania
$1.58M -$296K -5,513 -16%
FFWM
72
Future Financial Wealth Management
Ohio
$1.45M +$1.45M +26,967 New
Renaissance Technologies
73
Renaissance Technologies
New York
$1.44M +$1.44M +26,800 New
FFA
74
First Foundation Advisors
California
$1.3M +$256K +4,765 +24%
AIC
75
Ameritas Investment Company
Nebraska
$1.2M +$1.2M +22,333 New