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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.54M -$1.93M -44,524 -56%
Wells Fargo
52
Wells Fargo
California
$1.54M +$290K +6,674 +23%
KAS
53
Kestra Advisory Services
Texas
$1.51M -$408K -9,406 -21%
AAS
54
Avantax Advisory Services
Texas
$1.39M +$17.1K +393 +1%
NAM
55
NorthCrest Asset Manangement
Minnesota
$1.3M +$34K +783 +3%
GFG
56
Goldstone Financial Group
Illinois
$1.25M +$220K +5,071 +21%
DK
57
David Kennon
Florida
$1.21M -$53.1K -1,222 -4%
CWA
58
Centennial Wealth Advisory
Michigan
$1.2M +$159K +3,667 +15%
IWN
59
Independent Wealth Network
Iowa
$1.15M +$10.1K +233 +0.9%
Renaissance Technologies
60
Renaissance Technologies
New York
$1.14M -$358K -8,250 -24%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.04M +$1.04M +23,928 New
Osaic Holdings
62
Osaic Holdings
Arizona
$977K -$54.5K -1,256 -5%
Betterment LLC
63
Betterment LLC
New York
$867K +$50.4K +1,162 +6%
JSL
64
JT Stratford LLC
Georgia
$867K +$275K +6,332 +46%
CA
65
Cetera Advisors
Colorado
$825K +$52.3K +1,205 +7%
OIA
66
OneDigital Investment Advisors
Kansas
$804K +$334K +7,682 +71%
CAN
67
Cetera Advisor Networks
California
$741K +$55.1K +1,269 +8%
OMC
68
Old Mission Capital
Illinois
$681K +$681K +15,689 New
HI
69
Harbour Investments
Wisconsin
$629K +$314K +7,231 +99%
TWM
70
Trinity Wealth Management
Pennsylvania
$621K -$164K -3,774 -21%
PFG
71
Pinnacle Financial Group
Illinois
$609K -$32.4K -746 -5%
Creative Planning
72
Creative Planning
Kansas
$605K -$104K -2,399 -15%
WWM
73
Western Wealth Management
Colorado
$593K -$30.9K -711 -5%
GWSG
74
GPS Wealth Strategies Group
Colorado
$570K -$120K -2,757 -17%
IFWM
75
Institute for Wealth Management
Colorado
$557K -$7.6K -175 -1%