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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
$2.36M +$525K +10,618 +27%
SCM
52
Southport Capital Management
Tennessee
$2.29M -$3.88M -78,459 -62%
MA
53
Mutual Advisors
Nebraska
$2.15M +$1.3M +26,223 +139%
SFG
54
StrategIQ Financial Group
Indiana
$2.13M -$212K -4,281 -9%
FFWM
55
Future Financial Wealth Management
Ohio
$2.04M +$154K +3,108 +8%
PCWA
56
Pacific Capital Wealth Advisors
California
$2M -$22.1K -447 -1%
FHA
57
Flagship Harbor Advisors
Massachusetts
$1.91M -$9.44K -191 -0.5%
T
58
TRUADVICE
Florida
$1.87M -$8.55K -173 -0.4%
GAG
59
Goodman Advisory Group
Massachusetts
$1.71M -$33K -667 -2%
FFA
60
First Foundation Advisors
California
$1.61M +$30.5K +617 +2%
IA
61
Insight Advisors
Pennsylvania
$1.57M -$543K -10,999 -25%
CWA
62
Centennial Wealth Advisory
Michigan
$1.44M +$139K +2,809 +10%
KAS
63
Kestra Advisory Services
Texas
$1.28M -$24.3K -492 -2%
FAIM
64
Financial Advocates Investment Management
Washington
$1.26M -$133K -2,689 -9%
BZWA
65
Blue Zone Wealth Advisors
California
$1.26M -$694K -14,048 -35%
ACK
66
Andrew C. Karlinski
$1.17M +$44.5K +900 +4%
5L
67
55I LLC
Massachusetts
$1.16M +$692K +14,006 +138%
Ameriprise
68
Ameriprise
Minnesota
$1.1M +$600K +12,134 +111%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$984K -$261K -5,275 -20%
CRI
70
Colonial River Investments
Virginia
$931K -$753K -15,237 -44%
MLA
71
My Legacy Advisors
Oregon
$907K +$936K +18,946 New
PA
72
PFG Advisors
Arizona
$905K -$248K -5,015 -21%
IF
73
Intrua Financial
Texas
$872K -$149K -3,011 -14%
BFG
74
Beacon Financial Group
Texas
$841K +$40.6K +822 +5%
IWN
75
Independent Wealth Network
Iowa
$741K +$44.8K +907 +6%