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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthPLAN Partners
Nebraska
$669K +$673K +15,182 New
SF
77
Sun Financial
Utah
$658K +$662K +14,944 New
BFG
78
Beacon Financial Group
Texas
$645K -$89.4K -2,017 -12%
PFG
79
Pinnacle Financial Group
Illinois
$636K
GRP
80
Global Retirement Partners
California
$609K +$487 +11 +0.1%
BFA
81
Beacon Financial Advisory
Ohio
$605K -$97.8K -2,207 -14%
CFA
82
Capstone Financial Advisors
Illinois
$572K
MFS
83
McNamara Financial Services
Massachusetts
$561K -$886 -20 -0.2%
Bank of New York Mellon
84
Bank of New York Mellon
New York
$554K +$223K +5,030 +67%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$547K +$52.6K +1,188 +11%
NC
86
NewSquare Capital
Pennsylvania
$536K -$16.9K -382 -3%
WAM
87
Worth Asset Management
Texas
$528K +$6.82K +154 +1%
OIA
88
OneDigital Investment Advisors
Kansas
$507K -$20.2K -456 -4%
WA
89
Waverly Advisors
Alabama
$473K -$6.82M -153,939 -93%
AWA
90
Arkadios Wealth Advisors
Georgia
$463K +$7.71K +174 +2%
LFG
91
Larson Financial Group
Missouri
$440K -$2.52K -57 -0.6%
LWM
92
Lionshead Wealth Management
New York
$429K -$1.02K -23 -0.2%
WWM
93
Westwood Wealth Management
California
$429K +$432K +9,749 New
HNH
94
Hopwood Nicholas Hunter
$411K +$414K +9,338 New
FFA
95
Farther Finance Advisors
California
$407K +$34K +767 +9%
GFA
96
Gallagher Fiduciary Advisors
Illinois
$400K +$147K +3,325 +58%
RFG
97
REAP Financial Group
Texas
$398K -$1.82K -41 -0.5%
OWA
98
Opal Wealth Advisors
New York
$392K +$394K +8,900 New
SIC
99
SFE Investment Counsel
California
$385K -$39.5K -891 -9%
AWM
100
Alterna Wealth Management
Texas
$372K