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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$1.52M +$141K +3,285 +10%
KAS
52
Kestra Advisory Services
Texas
$1.49M +$1.88K +44 +0.1%
OIA
53
OneDigital Investment Advisors
Kansas
$1.45M +$653K +15,250 +82%
NAM
54
NorthCrest Asset Manangement
Minnesota
$1.3M +$13.7K +319 +1%
CWA
55
Centennial Wealth Advisory
Michigan
$1.26M +$70.3K +1,642 +6%
Mariner
56
Mariner
Kansas
$1.23M +$1.22M +28,580 New
DK
57
David Kennon
Florida
$1.17M -$27.1K -633 -2%
IWN
58
Independent Wealth Network
Iowa
$1.07M -$64.9K -1,515 -6%
Osaic Holdings
59
Osaic Holdings
Arizona
$950K -$16.9K -395 -2%
Betterment LLC
60
Betterment LLC
New York
$934K +$75.7K +1,768 +9%
JSL
61
JT Stratford LLC
Georgia
$919K +$61.1K +1,426 +7%
WAM
62
Worth Asset Management
Texas
$853K +$850K +19,859 New
HI
63
Harbour Investments
Wisconsin
$786K +$162K +3,794 +26%
TWM
64
Trinity Wealth Management
Pennsylvania
$731K +$117K +2,722 +19%
PAS
65
Park Avenue Securities
New York
$681K +$176K +4,110 +35%
Creative Planning
66
Creative Planning
Kansas
$663K +$64.1K +1,496 +11%
Ameriprise
67
Ameriprise
Minnesota
$641K +$639K +14,912 New
PFG
68
Pinnacle Financial Group
Illinois
$603K
WWM
69
Western Wealth Management
Colorado
$586K -$385 -9 -0.1%
CFA
70
Capstone Financial Advisors
Illinois
$538K +$5.7K +133 +1%
IFWM
71
Institute for Wealth Management
Colorado
$529K -$23.1K -539 -4%
WAS
72
Winch Advisory Services
Wisconsin
$522K +$89.6K +2,092 +21%
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$522K +$71.3K +1,666 +16%
GWSG
74
GPS Wealth Strategies Group
Colorado
$503K -$61.2K -1,430 -11%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$498K -$42.5K -992 -8%