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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$434K -$36K -847 -8%
IWM
77
IHT Wealth Management
Illinois
$402K -$25.7K -606 -6%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$395K +$121K +2,844 +44%
FAG
79
Fortitude Advisory Group
Washington
$371K -$3.78K -89 -1%
AF
80
Allworth Financial
California
$365K -$42.4K -997 -10%
KAS
81
Kestra Advisory Services
Texas
$347K -$57.2K -1,346 -14%
MFS
82
McNamara Financial Services
Massachusetts
$336K +$10.2K +240 +3%
BOSSRA
83
B.O.S.S. Retirement Advisors
Utah
$333K +$331K +7,802 New
CA
84
Claro Advisors
Massachusetts
$331K +$330K +7,758 New
GRP
85
Global Retirement Partners
California
$322K +$19.4K +456 +6%
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$310K -$74.1K -1,744 -19%
FWP
87
Firethorn Wealth Partners
Georgia
$281K -$807 -19 -0.3%
MF
88
Meridian Financial
Massachusetts
$267K -$10.9K -256 -4%
WF
89
Wayfinding Financial
Washington
$255K +$216K +5,078 New
CA
90
CoreCap Advisors
Michigan
$253K -$115K -2,711 -31%
GAG
91
GM Advisory Group
New York
$249K -$121K -2,847 -33%
BA
92
Bridge Advisory
California
$245K -$32.8K -772 -12%
PAS
93
Park Avenue Securities
New York
$245K -$33.4K -785 -12%
LSA
94
Lion Street Advisors
Texas
$244K +$200K +4,710 New
SCFS
95
S.C. Financial Services
Arizona
$243K +$16.4K +386 +7%
RIA
96
Realta Investment Advisors
Delaware
$238K -$34K -800 -13%
DAS
97
Dynamic Advisor Solutions
Arizona
$230K -$165K -3,877 -42%
NC
98
NewSquare Capital
Pennsylvania
$226K +$8.5K +200 +4%
TAM
99
Townsend Asset Management
North Carolina
$221K -$34.7K -817 -14%
IWA
100
Inspirion Wealth Advisors
Illinois
$218K -$48.6K -1,144 -18%