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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
76
McNamara Financial Services
Massachusetts
$409K +$19.4K +426 +5%
FAG
77
Fortitude Advisory Group
Washington
$388K -$7.82K -172 -2%
GAG
78
GM Advisory Group
New York
$385K +$52.1K +1,146 +15%
RIA
79
Realta Investment Advisors
Delaware
$381K -$6.82K -150 -2%
FWP
80
Firethorn Wealth Partners
Georgia
$371K -$217K -4,767 -37%
IWA
81
Inspirion Wealth Advisors
Illinois
$365K -$107K -2,351 -22%
CRI
82
Colonial River Investments
Virginia
$364K -$514K -11,310 -58%
PFG
83
Pinnacle Financial Group
Illinois
$332K +$338K +7,435 New
FPAS
84
Focus Partners Advisor Solutions
Missouri
$322K +$327K +7,188 New
OFG
85
Oxford Financial Group
Indiana
$322K +$327K +7,200 New
GRP
86
Global Retirement Partners
California
$307K
EWM
87
Echo Wealth Management
Minnesota
$299K -$3.57M -78,409 -92%
ARC
88
Advisor Resource Council
Texas
$299K +$304K +6,683 New
DWM
89
Darwin Wealth Management
Florida
$298K -$254K -5,581 -46%
CFA
90
Capstone Financial Advisors
Illinois
$287K -$14.3M -313,649 -98%
William Blair & Company
91
William Blair & Company
Illinois
$286K +$728 +16 +0.3%
IFWM
92
Institute for Wealth Management
Colorado
$282K +$7.28K +160 +3%
ACP
93
Aveo Capital Partners
Colorado
$280K -$352K -7,730 -55%
PAS
94
Park Avenue Securities
New York
$276K +$65.7K +1,445 +31%
Ameriprise
95
Ameriprise
Minnesota
$271K -$772K -16,980 -74%
PA
96
Perennial Advisors
New York
$268K
TAM
97
Townsend Asset Management
North Carolina
$267K +$682 +15 +0.3%
MF
98
Meridian Financial
Massachusetts
$265K +$5.32K +117 +2%
SPC
99
Sigma Planning Corp
Michigan
$253K -$8.96K -197 -3%
LSA
100
Lion Street Advisors
Texas
$245K