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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
StrategIQ Financial Group
Indiana
$1.36M -$119K -2,797 -8%
AAS
52
Avantax Advisory Services
Texas
$1.31M +$37.9K +893 +3%
FFG
53
Ford Financial Group
California
$1.22M -$117K -2,745 -9%
MFG
54
Merit Financial Group
Georgia
$1.12M +$1.12M +26,261 New
SPIA
55
Steward Partners Investment Advisory
New York
$1.11M +$1.1M +25,950 New
CWA
56
Centennial Wealth Advisory
Michigan
$1.06M -$111K -2,611 -10%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$985K +$540K +12,720 +123%
IA
58
Insight Advisors
Pennsylvania
$874K +$8.84K +208 +1%
MWM
59
Meridian Wealth Management
Kentucky
$839K -$96.4K -2,270 -10%
Betterment LLC
60
Betterment LLC
New York
$808K +$39K +918 +5%
CWM
61
Collaborative Wealth Management
Florida
$796K +$72.8K +1,714 +10%
Mariner
62
Mariner
Kansas
$795K -$355K -8,352 -31%
IWN
63
Independent Wealth Network
Iowa
$795K +$52.8K +1,242 +7%
BFG
64
Beacon Financial Group
Texas
$771K -$6.93K -163 -0.9%
IFWM
65
Institute for Wealth Management
Colorado
$755K +$478K +11,253 +174%
OMC
66
Old Mission Capital
Illinois
$733K +$730K +17,180 New
CA
67
Cetera Advisors
Colorado
$644K +$52.6K +1,239 +9%
WCFA
68
Walkner Condon Financial Advisors
Wisconsin
$631K +$628K +14,784 New
IF
69
Intrua Financial
Texas
$628K +$53.6K +1,261 +10%
WWM
70
Western Wealth Management
Colorado
$575K -$238K -5,596 -29%
PFG
71
Pinnacle Financial Group
Illinois
$566K -$69.3K -1,630 -11%
CAN
72
Cetera Advisor Networks
California
$563K +$561K +13,195 New
MWM
73
Maripau Wealth Management
Indiana
$539K -$510 -12 -0.1%
BZWA
74
Blue Zone Wealth Advisors
California
$479K -$110K -2,584 -19%
PCA
75
Prosperity Capital Advisors
Ohio
$448K +$446K +10,508 New