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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
$797K +$139K +3,167 +21%
DWM
77
Diversify Wealth Management
Utah
$793K +$805K +18,271 New
EV
78
EJMK Ventures
Illinois
$778K +$1.94K +44 +0.2%
TWM
79
Trinity Wealth Management
Pennsylvania
$775K +$27.1K +616 +4%
PAS
80
Park Avenue Securities
New York
$744K +$15.7K +357 +2%
Creative Planning
81
Creative Planning
Kansas
$744K +$705 +16 +0.1%
SF
82
Summit Financial
New Jersey
$705K -$109K -2,483 -13%
ATPW
83
Ashton Thomas Private Wealth
Arizona
$659K -$11.1K -251 -2%
AC
84
Avestar Capital
New York
$649K +$658K +14,930 New
BFG
85
Beacon Financial Group
Texas
$646K +$10.4K +237 +2%
PFG
86
Pinnacle Financial Group
Illinois
$610K -$17.1K -389 -3%
MFS
87
McNamara Financial Services
Massachusetts
$572K +$18.3K +415 +3%
PA
88
PSI Advisors
Florida
$557K +$564K +12,808 New
CFA
89
Capstone Financial Advisors
Illinois
$555K -$8.5K -193 -1%
NC
90
NewSquare Capital
Pennsylvania
$554K +$25.7K +584 +5%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$544K +$4.8K +109 +0.9%
BFA
92
Beacon Financial Advisory
Ohio
$537K -$60.2K -1,368 -10%
WAM
93
Worth Asset Management
Texas
$530K +$9.2K +209 +2%
SF
94
Sun Financial
Utah
$494K -$158K -3,584 -24%
IWC
95
Integrated Wealth Concepts
Massachusetts
$482K +$489K +11,099 New
LWM
96
Lionshead Wealth Management
New York
$471K +$47.8K +1,086 +11%
AWA
97
Arkadios Wealth Advisors
Georgia
$462K +$6.12K +139 +1%
GFA
98
Gallagher Fiduciary Advisors
Illinois
$446K +$52.2K +1,186 +13%
HNH
99
Hopwood Nicholas Hunter
$439K +$33.7K +766 +8%
FFA
100
Farther Finance Advisors
California
$431K +$29.5K +670 +7%