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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SA
76
Sanctuary Advisors
Indiana
$497K +$505K +11,788 New
IF
77
Intrua Financial
Texas
$471K -$8.65K -202 -2%
LFG
78
Larson Financial Group
Missouri
$471K +$469K +10,955 +73,033%
UAG
79
United Advisor Group
Ohio
$464K -$73.7K -1,720 -14%
GWP
80
Gateway Wealth Partners
Wisconsin
$458K -$4.24K -99 -0.9%
SAS
81
SMI Advisory Services
Indiana
$458K -$56.6K -1,321 -11%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$457K +$59.9K +1,399 +15%
NC
83
NewSquare Capital
Pennsylvania
$451K +$11.1K +260 +3%
GRP
84
Global Retirement Partners
California
$449K -$2.35K -55 -0.5%
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$434K +$12.7K +296 +3%
WCFA
86
Walkner Condon Financial Advisors
Wisconsin
$402K -$44.2K -1,033 -10%
MFS
87
McNamara Financial Services
Massachusetts
$400K -$5.18K -121 -1%
AWM
88
Alterna Wealth Management
Texas
$362K +$138K +3,222 +62%
RFG
89
REAP Financial Group
Texas
$354K -$31.3K -731 -8%
CFO
90
CVA Family Office
Colorado
$339K -$61.7K -1,441 -15%
OPPS
91
Obsidian Personal Planning Solutions
Maryland
$329K +$1.97K +46 +0.6%
CFD
92
Creative Financial Designs
Indiana
$329K -$19.3K -450 -6%
BFA
93
Beacon Financial Advisory
Ohio
$321K +$320K +7,475 New
CA
94
CoreCap Advisors
Michigan
$320K -$20K -467 -6%
QWM
95
Quadcap Wealth Management
Texas
$314K
MF
96
Meridian Financial
Massachusetts
$305K +$6.77K +158 +2%
MWM
97
Maripau Wealth Management
Indiana
$297K -$56.5K -1,320 -16%
TFG
98
Team Financial Group
California
$287K +$2.74K +64 +1%
BZWA
99
Blue Zone Wealth Advisors
California
$272K
JIR
100
James Investment Research
Ohio
$272K +$52.5K +1,227 +24%