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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
$706K -$53.5K -1,243 -7%
ATPW
77
Ashton Thomas Private Wealth
Arizona
$696K -$83.9K -1,949 -11%
PAS
78
Park Avenue Securities
New York
$682K -$165K -3,825 -20%
SW
79
Simplicity Wealth
New Jersey
$673K +$465K +10,800 +233%
SIC
80
SFE Investment Counsel
California
$658K -$553K -12,843 -46%
PFG
81
Pinnacle Financial Group
Illinois
$611K
GRP
82
Global Retirement Partners
California
$603K +$595K +13,817 New
GWP
83
Gateway Wealth Partners
Wisconsin
$600K +$45.4K +1,054 +8%
IFWM
84
Institute for Wealth Management
Colorado
$582K +$6.41K +149 +1%
CFA
85
Capstone Financial Advisors
Illinois
$566K +$904 +21 +0.2%
MFS
86
McNamara Financial Services
Massachusetts
$557K +$247K +5,749 +82%
OIA
87
OneDigital Investment Advisors
Kansas
$548K -$20.6K -479 -4%
AWS
88
Atria Wealth Solutions
New York
$546K +$289K +6,714 +116%
WWM
89
Western Wealth Management
Colorado
$534K -$8.65K -201 -2%
SAS
90
SMI Advisory Services
Indiana
$521K +$33.7K +783 +7%
NC
91
NewSquare Capital
Pennsylvania
$510K +$14.9K +346 +3%
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$508K -$13.3K -310 -3%
LG
93
Leuthold Group
Minnesota
$477K +$471K +10,932 New
Creative Planning
94
Creative Planning
Kansas
$452K -$147K -3,411 -25%
LFG
95
Larson Financial Group
Missouri
$445K +$474 +11 +0.1%
JIR
96
James Investment Research
Ohio
$427K +$21.2K +492 +5%
OP
97
ORG Partners
Indiana
$426K +$157K +3,649 +60%
AWM
98
Alterna Wealth Management
Texas
$398K -$13.5K -313 -3%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$389K -$105K -2,428 -21%
FFA
100
Farther Finance Advisors
California
$388K -$28.8K -670 -7%