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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$463K +$182K +4,180 +64%
GWP
77
Gateway Wealth Partners
Wisconsin
$410K +$414K +9,519 New
CFO
78
CVA Family Office
Colorado
$400K +$344K +7,908 +571%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$392K -$27.6K -636 -7%
PCIA
80
Prime Capital Investment Advisors
Kansas
$389K +$392K +9,022 New
MFS
81
McNamara Financial Services
Massachusetts
$370K +$8.13K +187 +2%
Renaissance Technologies
82
Renaissance Technologies
New York
$349K -$739K -17,001 -68%
BZWA
83
Blue Zone Wealth Advisors
California
$343K
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$328K -$9.6K -221 -3%
GRP
85
Global Retirement Partners
California
$313K -$5.69K -131 -2%
MF
86
Meridian Financial
Massachusetts
$296K +$7K +161 +2%
FIA
87
Foundations Investment Advisors
Arizona
$286K +$288K +6,632 New
AWM
88
Avior Wealth Management
Nebraska
$275K +$12.6K +289 +5%
CRG
89
Cornerstone Retirement Group
Nevada
$275K +$478 +11 +0.2%
LSA
90
Lion Street Advisors
Texas
$272K +$228K +5,243 New
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$262K -$24.8K -570 -9%
PA
92
Perennial Advisors
New York
$259K
FAG
93
Fortitude Advisory Group
Washington
$258K -$19.4K -446 -7%
JSL
94
JT Stratford LLC
Georgia
$254K +$256K +5,889 New
GAG
95
GM Advisory Group
New York
$253K +$826 +19 +0.3%
CA
96
CoreCap Advisors
Michigan
$252K +$255K +5,859 New
FWP
97
Firethorn Wealth Partners
Georgia
$251K +$2K +46 +0.8%
NC
98
NewSquare Capital
Pennsylvania
$245K +$3.04K +70 +1%
WA
99
Win Advisors
Florida
$232K +$284K +6,529 New
UCFA
100
United Capital Financial Advisors
Texas
$230K +$232K +5,348 New