We are live on ! Find out more
AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$740K +$80K +1,832 +12%
WB
77
Webster Bank
Connecticut
$726K +$739K +16,911 New
WAS
78
Winch Advisory Services
Wisconsin
$718K +$175K +4,016 +32%
BWMG
79
Barnes Wealth Management Group
California
$706K +$719K +16,459 New
DAS
80
Diversify Advisory Services
Utah
$663K +$7.78K +178 +1%
FIA
81
Foundations Investment Advisors
Arizona
$622K +$634K +14,503 New
WAM
82
Worth Asset Management
Texas
$609K -$278K -6,357 -31%
PFG
83
Pinnacle Financial Group
Illinois
$601K -$786 -18 -0.1%
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$567K +$32.9K +754 +6%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$565K +$68.9K +1,577 +14%
IFWM
86
Institute for Wealth Management
Colorado
$559K +$62.3K +1,426 +12%
CFA
87
Capstone Financial Advisors
Illinois
$550K +$6.47K +148 +1%
WWM
88
Western Wealth Management
Colorado
$540K -$47.3K -1,083 -8%
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$527K -$2.67K -61 -0.5%
SA
90
Sovran Advisors
California
$517K +$533K +12,197 New
BWP
91
Baldwin Wealth Partners
Massachusetts
$504K -$3.51M -80,303 -87%
Jones Financial Companies
92
Jones Financial Companies
Missouri
$499K +$219K +5,012 +76%
NC
93
NewSquare Capital
Pennsylvania
$479K +$30.5K +697 +7%
GWP
94
Gateway Wealth Partners
Wisconsin
$468K +$2.18K +50 +0.5%
SAS
95
SMI Advisory Services
Indiana
$453K -$44 -1 -0%
LFG
96
Larson Financial Group
Missouri
$440K -$23.3K -533 -5%
NA
97
NewEdge Advisors
Louisiana
$438K +$189K +4,337 +74%
GRP
98
Global Retirement Partners
California
$437K -$12.4K -283 -3%
RFG
99
REAP Financial Group
Texas
$425K -$40.9K -936 -9%
OC
100
Optima Capital
Oregon
$411K +$418K +9,567 New