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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IF
76
Intrua Financial
Texas
$558K -$60.2K -1,428 -10%
CA
77
Claro Advisors
Massachusetts
$551K -$6.83K -162 -1%
CFA
78
Capstone Financial Advisors
Illinois
$540K +$517K +12,267 New
GWP
79
Gateway Wealth Partners
Wisconsin
$487K +$16.3K +386 +4%
OIA
80
OneDigital Investment Advisors
Kansas
$478K +$458K +10,850 New
PAS
81
Park Avenue Securities
New York
$456K -$25K -592 -5%
WCFA
82
Walkner Condon Financial Advisors
Wisconsin
$455K -$35K -830 -7%
GRP
83
Global Retirement Partners
California
$444K +$3.42K +81 +0.8%
MWM
84
Meridian Wealth Management
Kentucky
$440K -$26.5K -629 -6%
SAW
85
Signal Advisors Wealth
Michigan
$435K +$417K +9,886 New
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$435K -$132K -3,138 -24%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$414K +$81.6K +1,934 +26%
CFO
88
CVA Family Office
Colorado
$410K +$675 +16 +0.2%
RFG
89
REAP Financial Group
Texas
$410K +$393K +9,316 New
KPWS
90
Kestra Private Wealth Services
Texas
$401K +$384K +9,102 New
MFS
91
McNamara Financial Services
Massachusetts
$384K +$548 +13 +0.1%
QWM
92
Quadcap Wealth Management
Texas
$384K +$368K +8,716 New
MWM
93
Maripau Wealth Management
Indiana
$375K -$110K -2,599 -23%
CWM
94
Collaborative Wealth Management
Florida
$365K -$71.1K -1,686 -17%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$350K +$19.4K +460 +6%
BZWA
96
Blue Zone Wealth Advisors
California
$350K
TFG
97
Team Financial Group
California
$346K -$7.21K -171 -2%
OPPS
98
Obsidian Personal Planning Solutions
Maryland
$335K
WAS
99
Winch Advisory Services
Wisconsin
$331K +$84.2K +1,996 +36%
MFG
100
Merit Financial Group
Georgia
$325K -$1.81K -43 -0.6%