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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Meridian Wealth Management
Kentucky
$444K -$175K -4,120 -28%
GWP
77
Gateway Wealth Partners
Wisconsin
$443K +$49.1K +1,155 +12%
GRP
78
Global Retirement Partners
California
$415K +$120K +2,823 +39%
CWM
79
Collaborative Wealth Management
Florida
$414K -$52.7K -1,239 -11%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$402K +$25.6K +603 +7%
CFO
81
CVA Family Office
Colorado
$386K +$553 +13 +0.1%
PCIA
82
Prime Capital Investment Advisors
Kansas
$375K +$170 +4 +0%
MFS
83
McNamara Financial Services
Massachusetts
$361K +$2.25K +53 +0.6%
TFG
84
Team Financial Group
California
$334K +$342K +8,040 New
BZWA
85
Blue Zone Wealth Advisors
California
$330K
OPPS
86
Obsidian Personal Planning Solutions
Maryland
$316K +$324K +7,614 New
IWM
87
IHT Wealth Management
Illinois
$313K -$166K -3,907 -34%
Envestnet Portfolio Solutions
88
Envestnet Portfolio Solutions
Illinois
$311K +$319K +7,498 New
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$310K +$59K +1,388 +23%
MFG
90
Merit Financial Group
Georgia
$308K -$315K -7,417 -50%
MF
91
Meridian Financial
Massachusetts
$288K +$2.59K +61 +0.9%
AWM
92
Avior Wealth Management
Nebraska
$276K +$11.4K +268 +4%
FIA
93
Foundations Investment Advisors
Arizona
$272K -$3.36K -79 -1%
PCA
94
Prosperity Capital Advisors
Ohio
$259K -$279K -6,567 -51%
FAIM
95
Financial Advocates Investment Management
Washington
$255K +$48.5K +1,142 +23%
RIM
96
Redwood Investment Management
Arizona
$254K +$260K +6,118 New
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$250K -$67.6K -1,591 -21%
PA
98
Perennial Advisors
New York
$249K
GAG
99
GM Advisory Group
New York
$244K -$170 -4 -0.1%
NC
100
NewSquare Capital
Pennsylvania
$243K +$7.23K +170 +3%