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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
76
Winch Advisory Services
Wisconsin
$568K +$24.2K +548 +5%
CFA
77
Capstone Financial Advisors
Illinois
$566K +$5.87K +133 +1%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$557K +$13.5K +305 +3%
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$551K +$98.7K +2,236 +22%
IFWM
80
Institute for Wealth Management
Colorado
$519K -$30.7K -696 -6%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$518K -$44 -1 -0%
GWP
82
Gateway Wealth Partners
Wisconsin
$486K +$8.48K +192 +2%
RFG
83
REAP Financial Group
Texas
$485K +$114K +2,590 +31%
UAG
84
United Advisor Group
Ohio
$484K +$1.55K +35 +0.3%
LFG
85
Larson Financial Group
Missouri
$482K -$8.39K -190 -2%
SAS
86
SMI Advisory Services
Indiana
$474K +$5.21K +118 +1%
NC
87
NewSquare Capital
Pennsylvania
$468K -$1.63K -37 -0.4%
GRP
88
Global Retirement Partners
California
$468K +$132 +3 +0%
GWSG
89
GPS Wealth Strategies Group
Colorado
$442K -$80.6K -1,825 -16%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$427K +$421K +9,544 New
MFS
91
McNamara Financial Services
Massachusetts
$402K -$14.3K -323 -3%
WCFA
92
Walkner Condon Financial Advisors
Wisconsin
$379K -$38.9K -881 -9%
AWM
93
Alterna Wealth Management
Texas
$377K
IWM
94
IHT Wealth Management
Illinois
$372K +$144K +3,258 +64%
CFO
95
CVA Family Office
Colorado
$353K
SAW
96
Signal Advisors Wealth
Michigan
$345K +$341K +7,725 New
AWM
97
Atticus Wealth Management
Florida
$331K +$327K +7,414 New
MF
98
Meridian Financial
Massachusetts
$320K +$2.6K +59 +0.8%
QWM
99
Quadcap Wealth Management
Texas
$317K -$9.67K -219 -3%
CFD
100
Creative Financial Designs
Indiana
$316K -$26.4K -597 -8%