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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CL
101
Cabana LLC
Arkansas
$233K -$366K -7,017 -61%
KFP
102
KMG Fiduciary Partners
Ohio
$229K +$228K +4,374 New
CF
103
Centaurus Financial
California
$220K -$11K -211 -5%
WCFA
104
Walkner Condon Financial Advisors
Wisconsin
$219K +$218K +4,184 New
AWMG
105
Alliance Wealth Management Group
New Jersey
$212K
TCM
106
Towercrest Capital Management
Pennsylvania
$212K
GM
107
GeoWealth Management
Illinois
$209K +$209K +3,995 New
RG
108
Retirement Group
California
$157K +$157K +2,997 New
VCP
109
Verus Capital Partners
Arizona
$155K +$155K +2,962 New
Citigroup
110
Citigroup
New York
$146K +$146K +2,800 New
PA
111
Parallel Advisors
California
$97K +$92.7K +1,776 +2,018%
IFWM
112
Institute for Wealth Management
Colorado
$97K +$96.6K +1,850 New
CIAS
113
CBIZ Investment Advisory Services
Ohio
$52K
PW
114
Price Wealth
Texas
$41K
GEA
115
Glen Eagle Advisors
New Jersey
$38.1K +$2.3K +44 +6%
FWP
116
FAS Wealth Partners
Kansas
$34K +$34K +652 New
LAS
117
Lloyd Advisory Services
Georgia
$25K +$24.9K +476 New
NFG
118
Next Financial Group
Texas
$24K +$5.27K +101 +29%
TCWM
119
Total Clarity Wealth Management
Illinois
$18K +$17.9K +342 New
FHA
120
First Horizon Advisors
Tennessee
$17K +$104 +2 +0.6%
CFD
121
Creative Financial Designs
Indiana
$13K -$13.6K -260 -51%
TIM
122
Tortoise Investment Management
New York
$10K +$2.61K +50 +33%
JFA
123
JNBA Financial Advisors
Minnesota
$7K
AIC
124
Ameritas Investment Company
Nebraska
$6K -$25.2K -483 -81%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$5K -$627 -12 -10%