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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Schwallier Wealth Management
Michigan
$2.1M -$9.1M -210,818 -81%
Mariner
52
Mariner
Kansas
$1.93M -$19K -440 -1%
CIA
53
Concurrent Investment Advisors
Florida
$1.76M +$1.75M +40,524 New
KAS
54
Kestra Advisory Services
Texas
$1.76M +$678K +15,714 +63%
JSL
55
JT Stratford LLC
Georgia
$1.7M -$459K -10,643 -21%
AWM
56
AE Wealth Management
Kansas
$1.66M -$31.9K -739 -2%
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.48M -$409K -9,468 -22%
Betterment LLC
58
Betterment LLC
New York
$1.46M +$30.3K +701 +2%
Corient Private Wealth
59
Corient Private Wealth
Florida
$1.42M -$69.3K -1,606 -5%
SBH
60
Segall Bryant & Hamill
Illinois
$1.41M -$69.3K -1,605 -5%
IA
61
Integrity Alliance
Iowa
$1.35M +$354K +8,196 +36%
IWN
62
Independent Wealth Network
Iowa
$1.33M +$46.1K +1,068 +4%
AAS
63
Avantax Advisory Services
Texas
$1.27M +$14.6K +338 +1%
SIC
64
SFE Investment Counsel
California
$1.21M +$1.21M +27,934 New
HI
65
Harbour Investments
Wisconsin
$1.21M +$150K +3,474 +14%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.17M +$1.17M +26,992 New
DK
67
David Kennon
Florida
$1.14M -$24.2K -560 -2%
BFA
68
Beacon Financial Advisory
Ohio
$1.1M +$302K +6,989 +38%
SA
69
Sanctuary Advisors
Indiana
$1.07M +$157K +3,640 +17%
MLA
70
My Legacy Advisors
Oregon
$899K -$4.06K -94 -0.5%
WA
71
Win Advisors
Florida
$888K +$882K +20,438 New
PAS
72
Park Avenue Securities
New York
$845K -$264K -6,118 -24%
ATPW
73
Ashton Thomas Private Wealth
Arizona
$778K -$257K -5,956 -25%
BWMG
74
Barnes Wealth Management Group
California
$774K +$58.6K +1,357 +8%
TWM
75
Trinity Wealth Management
Pennsylvania
$767K -$172K -3,985 -18%