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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
76
Pinnacle Financial Group
Illinois
$639K +$18.7K +428 +3%
GRP
77
Global Retirement Partners
California
$612K +$175 +4 +0%
IFWM
78
Institute for Wealth Management
Colorado
$595K +$3.77K +86 +0.6%
CFA
79
Capstone Financial Advisors
Illinois
$574K
MFS
80
McNamara Financial Services
Massachusetts
$565K +$263 +6 +0%
NC
81
NewSquare Capital
Pennsylvania
$556K +$37.9K +866 +7%
WWM
82
Western Wealth Management
Colorado
$545K +$3.85K +88 +0.7%
OIA
83
OneDigital Investment Advisors
Kansas
$529K -$25.9K -592 -5%
WAM
84
Worth Asset Management
Texas
$524K -$367K -8,380 -41%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$497K +$176K +4,022 +56%
JIR
86
James Investment Research
Ohio
$496K +$62.6K +1,430 +15%
AWA
87
Arkadios Wealth Advisors
Georgia
$457K +$121K +2,771 +37%
LFG
88
Larson Financial Group
Missouri
$445K -$6.3K -144 -1%
LWM
89
Lionshead Wealth Management
New York
$433K +$134K +3,060 +46%
SIC
90
SFE Investment Counsel
California
$427K -$239K -5,452 -36%
OP
91
ORG Partners
Indiana
$409K -$23.5K -537 -5%
RFG
92
REAP Financial Group
Texas
$402K +$16.7K +382 +4%
FFA
93
Farther Finance Advisors
California
$375K -$18.1K -413 -5%
AWM
94
Alterna Wealth Management
Texas
$374K -$29.8K -681 -7%
CFO
95
CVA Family Office
Colorado
$350K
Bank of New York Mellon
96
Bank of New York Mellon
New York
$334K -$60.5K -1,381 -15%
SW
97
Simplicity Wealth
New Jersey
$330K -$350K -7,986 -52%
CA
98
CoreCap Advisors
Michigan
$329K -$9.41K -215 -3%
SFG
99
SNS Financial Group
Minnesota
$323K
SAS
100
SMI Advisory Services
Indiana
$312K -$221K -5,040 -42%