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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$1.95M -$209K -4,723 -10%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.91M +$292K +6,604 +18%
Mariner
53
Mariner
Kansas
$1.87M +$581K +13,163 +46%
OIA
54
OneDigital Investment Advisors
Kansas
$1.8M +$282K +6,391 +19%
AWM
55
AE Wealth Management
Kansas
$1.71M -$7.92M -179,437 -82%
Corient Private Wealth
56
Corient Private Wealth
Florida
$1.51M -$565K -12,785 -27%
SBH
57
Segall Bryant & Hamill
Illinois
$1.47M +$1.45M +32,809 New
NAM
58
NorthCrest Asset Manangement
Minnesota
$1.46M +$115K +2,594 +9%
AAS
59
Avantax Advisory Services
Texas
$1.32M -$262K -5,925 -17%
DK
60
David Kennon
Florida
$1.21M -$2.21K -50 -0.2%
IWN
61
Independent Wealth Network
Iowa
$1.21M +$96.2K +2,179 +9%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$1.11M +$624K +14,130 +133%
Betterment LLC
63
Betterment LLC
New York
$1.09M +$120K +2,723 +13%
HI
64
Harbour Investments
Wisconsin
$1.08M +$257K +5,818 +32%
TWM
65
Trinity Wealth Management
Pennsylvania
$985K +$221K +5,003 +29%
MLA
66
My Legacy Advisors
Oregon
$949K -$1.46M -33,073 -61%
KAS
67
Kestra Advisory Services
Texas
$927K -$620K -14,033 -40%
WAM
68
Worth Asset Management
Texas
$919K +$30.2K +685 +3%
PAS
69
Park Avenue Securities
New York
$734K +$24.5K +554 +3%
SA
70
Sanctuary Advisors
Indiana
$695K +$187K +4,231 +36%
Creative Planning
71
Creative Planning
Kansas
$689K -$795 -18 -0.1%
DAS
72
Diversify Advisory Services
Utah
$677K +$682K +15,437 New
PFG
73
Pinnacle Financial Group
Illinois
$627K
WWM
74
Western Wealth Management
Colorado
$611K +$795 +18 +0.1%
BFA
75
Beacon Financial Advisory
Ohio
$571K +$234K +5,290 +71%