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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
101
Insight Wealth Strategies
California
$589K -$11.1K -207 -2%
CI
102
CX Institutional
Indiana
$582K -$94.5K -1,762 -14%
1IA
103
1834 Investment Advisors
Wisconsin
$572K -$68.9K -1,285 -11%
RG
104
Retirement Group
California
$538K +$105K +1,953 +24%
DAS
105
Dynamic Advisor Solutions
Arizona
$535K +$27.6K +514 +5%
CA
106
Cetera Advisors
Colorado
$532K +$59.5K +1,109 +13%
VRM
107
Vectors Research Management
New York
$508K -$761K -14,186 -60%
HC
108
HNP Capital
New York
$508K -$457K -8,521 -47%
RIA
109
Realta Investment Advisors
Delaware
$454K -$15.7K -292 -3%
OPS
110
Orion Portfolio Solutions
Nebraska
$453K +$129K +2,411 +40%
SFG
111
SNS Financial Group
Minnesota
$430K – – –
TC
112
Truvestments Capital
Florida
$409K -$2.31K -43 -0.6%
FFG
113
Frisch Financial Group
New York
$397K +$4.24K +79 +1%
FFS
114
Founders Financial Securities
Maryland
$374K -$1.35M -25,109 -78%
AWS
115
AJ Wealth Strategies
New York
$348K -$287K -5,345 -45%
TAM
116
Townsend Asset Management
North Carolina
$332K -$30.6K -570 -8%
CAN
117
Cetera Advisor Networks
California
$330K +$88.3K +1,646 +37%
FWP
118
Firethorn Wealth Partners
Georgia
$272K +$272K +5,070 New
CFGS
119
Concourse Financial Group Securities
Alabama
$265K -$32.8K -612 -11%
AFAS
120
Acorn Financial Advisory Services
Virginia
$255K – – –
CCA
121
Catalyst Capital Advisors
New York
$252K – – –
TCM
122
Teza Capital Management
Illinois
$249K – – –
MNBTD
123
Moody National Bank Trust Division
Texas
$238K +$10.6K +197 +5%
5L
124
55I LLC
Massachusetts
$234K -$6.06K -113 -3%
MFS
125
McNamara Financial Services
Massachusetts
$233K – – –
3 4
5
6 7