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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$1.93M +$141K +3,225 +8%
OWA
52
Opal Wealth Advisors
New York
$1.93M -$137K -3,147 -7%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.87M +$31.8K +728 +2%
SPIA
54
Steward Partners Investment Advisory
New York
$1.82M +$1.81M +41,456 +3,911%
AWM
55
AE Wealth Management
Kansas
$1.67M +$28.4K +650 +2%
Corient Private Wealth
56
Corient Private Wealth
Florida
$1.48M +$28.4K +649 +2%
SBH
57
Segall Bryant & Hamill
Illinois
$1.46M +$50.7K +1,160 +4%
NAM
58
NorthCrest Asset Manangement
Minnesota
$1.41M +$5.59K +128 +0.4%
Betterment LLC
59
Betterment LLC
New York
$1.41M +$364K +8,338 +34%
OIA
60
OneDigital Investment Advisors
Kansas
$1.34M -$395K -9,034 -22%
IWN
61
Independent Wealth Network
Iowa
$1.27M +$112K +2,553 +9%
AAS
62
Avantax Advisory Services
Texas
$1.24M -$27.7K -634 -2%
DK
63
David Kennon
Florida
$1.15M -$12.5K -286 -1%
PAS
64
Park Avenue Securities
New York
$1.1M +$400K +9,165 +56%
KAS
65
Kestra Advisory Services
Texas
$1.06M +$178K +4,070 +20%
HI
66
Harbour Investments
Wisconsin
$1.04M +$8.17K +187 +0.8%
ATPW
67
Ashton Thomas Private Wealth
Arizona
$1.02M +$1.04M +23,865 New
IA
68
Integrity Alliance
Iowa
$980K +$997K +22,826 New
Jane Street
69
Jane Street
New York
$961K -$3.46M -79,217 -78%
TWM
70
Trinity Wealth Management
Pennsylvania
$929K -$16.3K -373 -2%
SA
71
Sanctuary Advisors
Indiana
$903K +$217K +4,969 +31%
MLA
72
My Legacy Advisors
Oregon
$888K -$19.7K -450 -2%
AWM
73
Alterna Wealth Management
Texas
$870K +$517K +11,837 +141%
GM
74
GeoWealth Management
Illinois
$867K +$882K +20,196 New
BFA
75
Beacon Financial Advisory
Ohio
$789K +$245K +5,607 +44%