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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
101
PSI Advisors
Florida
$438K -$119K -2,727 -21%
AC
102
Avestar Capital
New York
$419K -$231K -5,302 -36%
MFG
103
Merit Financial Group
Georgia
$418K -$4.29M -98,410 -91%
LFG
104
Larson Financial Group
Missouri
$416K -$12.7K -291 -3%
SF
105
Sun Financial
Utah
$401K -$85.4K -1,962 -17%
OIA
106
OneDigital Investment Advisors
Kansas
$365K -$33.2K -763 -8%
ASG
107
Advisory Solutions Group
Minnesota
$348K +$348K +8,001 New
AWM
108
Alterna Wealth Management
Texas
$347K – – –
CFO
109
CVA Family Office
Colorado
$343K – – –
TFG
110
Team Financial Group
California
$307K -$610 -14 -0.2%
SW
111
Simplicity Wealth
New Jersey
$301K -$20.1K -461 -6%
FWA
112
FORM Wealth Advisors
Wisconsin
$300K +$3.27K +75 +1%
UAG
113
United Advisor Group
Ohio
$294K +$1.83K +42 +0.6%
DAS
114
Dynamic Advisor Solutions
Arizona
$291K +$56.4K +1,296 +24%
CFD
115
Creative Financial Designs
Indiana
$283K +$10.3K +237 +4%
CA
116
CoreCap Advisors
Michigan
$276K -$32.9K -756 -11%
GCM
117
Gambit Capital Management
Tennessee
$274K +$274K +6,295 New
RL
118
Retireful LLC
Michigan
$269K +$270K +6,191 New
FPAS
119
Focus Partners Advisor Solutions
Missouri
$268K +$35.2K +809 +15%
O3W
120
Omni 360 Wealth
New Jersey
$268K +$35.2K +809 +15%
AWA
121
Acorn Wealth Advisors
Michigan
$265K +$265K +6,095 New
TC
122
Town Capital
Maryland
$261K -$27.1K -623 -9%
HAG
123
HF Advisory Group
Maryland
$254K +$11.7K +268 +5%
CF
124
Centaurus Financial
California
$253K +$19.7K +452 +8%
MF
125
Meridian Financial
Massachusetts
$248K -$8.4K -193 -3%
3 4
5
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