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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
51
Gateway Wealth Partners
Wisconsin
$1.89M +$1.05M +23,731 +120%
TC
52
Trilogy Capital
California
$1.83M -$1.67M -37,926 -47%
GSWM
53
Golden State Wealth Management
California
$1.81M -$536K -12,171 -23%
JSL
54
JT Stratford LLC
Georgia
$1.65M +$213K +4,826 +15%
IAA
55
Independent Advisor Alliance
North Carolina
$1.49M +$1.51M +34,393 New
Betterment LLC
56
Betterment LLC
New York
$1.47M -$194K -4,399 -12%
SA
57
Sanctuary Advisors
Indiana
$1.47M +$281K +6,372 +23%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.29M +$1.31M +29,804 New
SBH
59
Segall Bryant & Hamill
Illinois
$1.25M -$84.5K -1,918 -6%
AA
60
Armis Advisers
Georgia
$1.22M -$52.4K -1,190 -4%
SF
61
Symphony Financial
Texas
$1.14M -$67.6K -1,534 -6%
DK
62
David Kennon
Florida
$1.11M
IA
63
Integrity Alliance
Iowa
$1.1M +$58.6K +1,331 +6%
EAM
64
Empirical Asset Management
Massachusetts
$1.09M +$308K +6,984 +39%
IA
65
Insight Advisors
Pennsylvania
$1.02M -$7.99M -181,329 -89%
WA
66
Win Advisors
Florida
$1.01M +$1.03M +23,305 New
HBS
67
Howard Bailey Securities
Indiana
$1.01M -$5.55K -126 -0.5%
JIR
68
James Investment Research
Ohio
$1.01M +$101K +2,297 +11%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$962K +$95.6K +2,171 +11%
WB
70
Webster Bank
Connecticut
$896K +$123K +2,800 +16%
WAS
71
Winch Advisory Services
Wisconsin
$876K +$72.5K +1,646 +9%
BWMG
72
Barnes Wealth Management Group
California
$868K +$5.59K +127 +0.6%
WA
73
Waverly Advisors
Alabama
$864K +$403K +9,150 +85%
GFG
74
Goldstone Financial Group
Illinois
$853K -$11.5K -262 -1%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$819K +$276K +6,272 +50%