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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
51
Golden State Equity Partners
California
$3.14M +$1.24M +23,621 +63%
FPIS
52
Financial Planning & Information Services
Wisconsin
$2.73M +$1.15M +21,949 +70%
RIG
53
Roosevelt Investment Group
New York
$2.73M +$791K +15,099 +40%
BZWA
54
Blue Zone Wealth Advisors
California
$2.65M +$191K +3,643 +8%
SPC
55
Sigma Planning Corp
Michigan
$2.61M +$349K +6,658 +15%
PCWA
56
Pacific Capital Wealth Advisors
California
$2.51M -$220K -4,193 -8%
IWA
57
Inspirion Wealth Advisors
Illinois
$2.46M +$386K +7,356 +18%
MIAN
58
Mariner Independent Advisor Network
Kansas
$2.44M +$380K +7,242 +18%
WFA
59
Wade Financial Advisory
California
$2.02M +$24.7K +472 +1%
IA
60
Insight Advisors
Pennsylvania
$1.93M +$190K +3,633 +11%
IF
61
Intrua Financial
Texas
$1.9M -$128K -2,449 -6%
TC
62
Trilogy Capital
California
$1.88M -$136K -2,594 -7%
VWM
63
Vigilare Wealth Management
Arizona
$1.79M -$698K -13,328 -28%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$1.46M +$1.49M +28,480 New
FFWM
65
Future Financial Wealth Management
Ohio
$1.4M +$24.1K +459 +2%
FFA
66
First Foundation Advisors
California
$1.38M +$139K +2,650 +11%
Truist Financial
67
Truist Financial
North Carolina
$1.35M -$289K -5,515 -17%
CRI
68
Colonial River Investments
Virginia
$1.34M -$253K -4,836 -16%
DWM
69
Darwin Wealth Management
Florida
$1.33M -$896K -17,101 -40%
AI
70
Atria Investments
North Carolina
$1.32M +$1.35M +25,759 New
UCFA
71
United Capital Financial Advisors
Texas
$1.24M -$291K -5,549 -19%
FAIM
72
Financial Advocates Investment Management
Washington
$1.24M +$102K +1,946 +9%
NA
73
NewEdge Advisors
Louisiana
$1.2M +$244K +4,659 +25%
RJA
74
Raymond James & Associates
Florida
$1.19M +$133K +2,543 +12%
PA
75
PFG Advisors
Arizona
$1.17M +$165K +3,153 +16%