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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Claro Advisors
Massachusetts
$553K +$9.77K +225 +2%
SAW
77
Signal Advisors Wealth
Michigan
$551K +$122K +2,800 +28%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$546K -$142K -3,273 -21%
UAG
79
United Advisor Group
Ohio
$543K +$543K +12,516 New
CFA
80
Capstone Financial Advisors
Illinois
$538K +$5.51K +127 +1%
SAS
81
SMI Advisory Services
Indiana
$512K +$246K +5,666 +91%
PAS
82
Park Avenue Securities
New York
$510K +$60.6K +1,395 +13%
IF
83
Intrua Financial
Texas
$485K -$65.1K -1,499 -12%
GWP
84
Gateway Wealth Partners
Wisconsin
$467K -$12.7K -292 -3%
GRP
85
Global Retirement Partners
California
$456K +$14.9K +344 +3%
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$455K +$109K +2,521 +32%
WCFA
87
Walkner Condon Financial Advisors
Wisconsin
$451K +$1.74K +40 +0.4%
NC
88
NewSquare Capital
Pennsylvania
$444K +$178K +4,105 +67%
WAS
89
Winch Advisory Services
Wisconsin
$437K +$110K +2,543 +34%
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$425K +$131K +3,011 +44%
MFS
91
McNamara Financial Services
Massachusetts
$410K +$31.3K +722 +8%
CFO
92
CVA Family Office
Colorado
$405K +$651 +15 +0.2%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$401K -$7.25K -167 -2%
RFG
94
REAP Financial Group
Texas
$390K -$14.6K -336 -4%
EH
95
Equitable Holdings
New York
$366K -$23.9M -549,586 -98%
MWM
96
Maripau Wealth Management
Indiana
$357K -$12.9K -298 -3%
CFD
97
Creative Financial Designs
Indiana
$352K +$74K +1,704 +27%
CA
98
CoreCap Advisors
Michigan
$343K +$92.8K +2,138 +37%
Cerity Partners
99
Cerity Partners
New York
$328K -$491K -11,303 -60%
OPPS
100
Obsidian Personal Planning Solutions
Maryland
$321K