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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$2M +$227K +5,267 +13%
SF
52
Symphony Financial
Texas
$1.66M +$1.64M +38,088 New
JSL
53
JT Stratford LLC
Georgia
$1.57M -$137K -3,182 -8%
Betterment LLC
54
Betterment LLC
New York
$1.49M +$24.1K +559 +2%
AWM
55
AE Wealth Management
Kansas
$1.49M -$175K -4,075 -11%
Citadel Advisors
56
Citadel Advisors
Florida
$1.48M -$2.03M -47,136 -58%
Corient Private Wealth
57
Corient Private Wealth
Florida
$1.46M +$27.7K +644 +2%
SBH
58
Segall Bryant & Hamill
Illinois
$1.43M +$22.3K +517 +2%
IWN
59
Independent Wealth Network
Iowa
$1.35M +$11.9K +276 +0.9%
HI
60
Harbour Investments
Wisconsin
$1.35M +$135K +3,147 +11%
AAS
61
Avantax Advisory Services
Texas
$1.24M -$37.7K -876 -3%
IA
62
Integrity Alliance
Iowa
$1.22M -$131K -3,043 -10%
DK
63
David Kennon
Florida
$1.13M -$13.5K -313 -1%
SA
64
Sanctuary Advisors
Indiana
$978K -$94.8K -2,203 -9%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$931K +$279K +6,485 +43%
GFG
66
Goldstone Financial Group
Illinois
$925K -$1.34M -31,109 -59%
WAM
67
Worth Asset Management
Texas
$882K +$278K +6,452 +47%
BFA
68
Beacon Financial Advisory
Ohio
$836K -$267K -6,202 -24%
MLA
69
My Legacy Advisors
Oregon
$823K -$74.9K -1,741 -8%
SWM
70
Schwallier Wealth Management
Michigan
$818K -$1.27M -29,537 -61%
BWMG
71
Barnes Wealth Management Group
California
$789K +$11.3K +262 +1%
TWM
72
Trinity Wealth Management
Pennsylvania
$781K +$10.3K +239 +1%
EAM
73
Empirical Asset Management
Massachusetts
$767K +$159K +3,683 +26%
DAS
74
Diversify Advisory Services
Utah
$740K +$32.4K +752 +5%
WB
75
Webster Bank
Connecticut
$738K