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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWN
51
Independent Wealth Network
Iowa
$1.51M +$140K +3,191 +10%
JSL
52
JT Stratford LLC
Georgia
$1.44M -$143K -3,277 -9%
Corient Private Wealth
53
Corient Private Wealth
Florida
$1.44M -$37.9K -865 -3%
SBH
54
Segall Bryant & Hamill
Illinois
$1.43M -$25.4K -580 -2%
Citadel Advisors
55
Citadel Advisors
Florida
$1.34M -$160K -3,653 -11%
SF
56
Symphony Financial
Texas
$1.3M -$382K -8,719 -23%
DK
57
David Kennon
Florida
$1.15M -$3.2K -73 -0.3%
IA
58
Integrity Alliance
Iowa
$1.12M -$116K -2,645 -9%
SA
59
Sanctuary Advisors
Indiana
$989K -$3.63K -83 -0.4%
SF
60
Summit Financial
New Jersey
$970K +$959K +21,910 New
GFG
61
Goldstone Financial Group
Illinois
$957K +$15K +343 +2%
DAS
62
Diversify Advisory Services
Utah
$917K +$166K +3,800 +22%
Jones Financial Companies
63
Jones Financial Companies
Missouri
$910K -$34.9K -797 -4%
EAM
64
Empirical Asset Management
Massachusetts
$861K +$81.8K +1,868 +11%
BWMG
65
Barnes Wealth Management Group
California
$859K +$58.3K +1,332 +7%
GWP
66
Gateway Wealth Partners
Wisconsin
$819K +$208K +4,744 +35%
WAS
67
Winch Advisory Services
Wisconsin
$807K +$89.8K +2,051 +13%
TWM
68
Trinity Wealth Management
Pennsylvania
$789K -$3.11K -71 -0.4%
Creative Planning
69
Creative Planning
Kansas
$752K +$290K +6,630 +64%
WB
70
Webster Bank
Connecticut
$749K
BFG
71
Beacon Financial Group
Texas
$737K -$2.76M -62,977 -79%
PAS
72
Park Avenue Securities
New York
$708K +$15.6K +356 +2%
BFA
73
Beacon Financial Advisory
Ohio
$706K -$141K -3,221 -17%
ATPW
74
Ashton Thomas Private Wealth
Arizona
$688K -$18.6K -424 -3%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$685K -$3.24M -74,028 -83%