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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
$757K +$30.3K +701 +4%
SA
77
Sovran Advisors
California
$739K +$217K +5,018 +41%
WB
78
Webster Bank
Connecticut
$734K
DAS
79
Diversify Advisory Services
Utah
$702K +$25.1K +581 +4%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$648K +$144K +3,345 +29%
PFG
81
Pinnacle Financial Group
Illinois
$608K
EAM
82
Empirical Asset Management
Massachusetts
$604K +$308K +7,146 +106%
Creative Planning
83
Creative Planning
Kansas
$598K -$151K -3,490 -20%
WAM
84
Worth Asset Management
Texas
$597K -$18.7K -433 -3%
IFWM
85
Institute for Wealth Management
Colorado
$573K +$7.29K +169 +1%
OIA
86
OneDigital Investment Advisors
Kansas
$566K -$782K -18,111 -58%
CFA
87
Capstone Financial Advisors
Illinois
$563K +$6.34K +147 +1%
GWP
88
Gateway Wealth Partners
Wisconsin
$551K +$77K +1,783 +16%
WWM
89
Western Wealth Management
Colorado
$540K -$6.52K -151 -1%
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$519K -$13.3K -308 -3%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$493K +$83.9K +1,943 +21%
NC
92
NewSquare Capital
Pennsylvania
$492K +$7.6K +176 +2%
SAS
93
SMI Advisory Services
Indiana
$486K +$26K +603 +6%
FTS
94
Fifth Third Securities
Ohio
$473K +$470K +10,887 New
LFG
95
Larson Financial Group
Missouri
$442K -$2.94K -68 -0.7%
FFA
96
Farther Finance Advisors
California
$416K +$412K +9,556 New
AWM
97
Alterna Wealth Management
Texas
$410K -$467K -10,820 -53%
JIR
98
James Investment Research
Ohio
$403K +$50.4K +1,168 +14%
RFG
99
REAP Financial Group
Texas
$396K -$33.7K -781 -8%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$388K +$154K +3,571 +67%