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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$905K -$67.4K -1,268 -7%
SFS
77
Sowell Financial Services
Arkansas
$904K +$10.3K +194 +1%
BRWA
78
B. Riley Wealth Advisors
Florida
$852K +$425 +8 +0.1%
BFG
79
Beacon Financial Group
Texas
$800K -$96K -1,807 -11%
1IA
80
1834 Investment Advisors
Wisconsin
$733K -$16.7K -315 -2%
CI
81
CX Institutional
Indiana
$710K +$19.2K +361 +3%
William Blair & Company
82
William Blair & Company
Illinois
$698K +$904 +17 +0.1%
MIAN
83
Mariner Independent Advisor Network
Kansas
$669K +$20.3K +381 +3%
IWM
84
IHT Wealth Management
Illinois
$607K +$599K +11,277 New
IWS
85
Insight Wealth Strategies
California
$598K +$6.8K +128 +1%
UCFA
86
United Capital Financial Advisors
Texas
$532K +$14K +263 +3%
WAS
87
Winch Advisory Services
Wisconsin
$525K -$244K -4,593 -32%
LA
88
LexAurum Advisors
Kansas
$496K +$196K +3,691 +67%
DAS
89
Dynamic Advisor Solutions
Arizona
$472K +$99.9K +1,880 +27%
OPS
90
Orion Portfolio Solutions
Nebraska
$468K +$393K +7,403 +576%
IFG
91
Independent Financial Group
California
$447K +$441K +8,298 New
SFG
92
SNS Financial Group
Minnesota
$437K +$14K +263 +3%
RJA
93
Raymond James & Associates
Florida
$435K +$34.2K +643 +9%
CA
94
Cetera Advisors
Colorado
$430K +$32.4K +609 +8%
PA
95
PFG Advisors
Arizona
$403K +$142K +2,668 +56%
FFG
96
Frisch Financial Group
New York
$392K +$2.44K +46 +0.6%
TAM
97
Townsend Asset Management
North Carolina
$363K -$7.55K -142 -2%
CAN
98
Cetera Advisor Networks
California
$351K -$11.4K -214 -3%
RG
99
Retirement Group
California
$339K +$334K +6,291 New
Ameriprise
100
Ameriprise
Minnesota
$308K +$304K +5,728 New