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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
76
Blue Zone Wealth Advisors
California
$347K -$142K -3,270 -29%
IWM
77
IHT Wealth Management
Illinois
$343K -$68.6K -1,578 -17%
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$342K +$24.5K +563 +8%
GRP
79
Global Retirement Partners
California
$325K -$7.35K -169 -2%
MF
80
Meridian Financial
Massachusetts
$293K +$19.8K +454 +7%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$290K -$154K -3,531 -35%
KAS
82
Kestra Advisory Services
Texas
$287K -$68.6K -1,576 -19%
FAG
83
Fortitude Advisory Group
Washington
$281K -$99.1K -2,277 -26%
CRG
84
Cornerstone Retirement Group
Nevada
$278K +$277K +6,361 New
AWM
85
Avior Wealth Management
Nebraska
$266K +$265K +6,088 New
PA
86
Perennial Advisors
New York
$262K +$261K +6,005 New
DAS
87
Dynamic Advisor Solutions
Arizona
$257K +$21.1K +486 +9%
AF
88
Allworth Financial
California
$256K -$118K -2,703 -32%
GAG
89
GM Advisory Group
New York
$256K +$783 +18 +0.3%
FWP
90
Firethorn Wealth Partners
Georgia
$251K -$35.9K -825 -13%
NC
91
NewSquare Capital
Pennsylvania
$245K +$13.9K +320 +6%
IGWM
92
ICA Group Wealth Management
Colorado
$235K +$60.6K +1,393 +35%
William Blair & Company
93
William Blair & Company
Illinois
$221K +$1.09K +25 +0.5%
RIA
94
Realta Investment Advisors
Delaware
$213K -$30.7K -705 -13%
BOSSRA
95
B.O.S.S. Retirement Advisors
Utah
$209K -$132K -3,027 -39%
WAS
96
Winch Advisory Services
Wisconsin
$180K +$31K +713 +21%
TAM
97
Townsend Asset Management
North Carolina
$177K -$48.3K -1,110 -21%
CFGS
98
Concourse Financial Group Securities
Alabama
$134K -$11.4K -263 -8%
PB
99
Pinnacle Bancorp
Nebraska
$89.9K
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$88.2K +$87.8K +2,018 New