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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
5L
101
55I LLC
Massachusetts
$523K +$59.2K +1,142 +13%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$508K +$3.68K +71 +0.7%
CWM
103
Congress Wealth Management
Massachusetts
$494K +$496K +9,562 New
Betterment LLC
104
Betterment LLC
New York
$486K +$487K +9,397 New
IWP
105
IAG Wealth Partners
Wisconsin
$485K -$122K -2,347 -20%
RIA
106
Realta Investment Advisors
Delaware
$455K -$5.7K -110 -1%
MFS
107
McNamara Financial Services
Massachusetts
$442K -$2.18K -42 -0.5%
FAG
108
Fortitude Advisory Group
Washington
$442K +$443K +8,553 New
GAG
109
GM Advisory Group
New York
$384K -$8.19K -158 -2%
FPAS
110
Focus Partners Advisor Solutions
Missouri
$377K +$378K +7,288 New
MF
111
Meridian Financial
Massachusetts
$357K +$358K +6,908 New
SPC
112
Sigma Planning Corp
Michigan
$325K -$8.35K -161 -2%
NC
113
NewSquare Capital
Pennsylvania
$320K +$59.3K +1,145 +23%
RG
114
Retirement Group
California
$319K -$169K -3,252 -35%
TAM
115
Townsend Asset Management
North Carolina
$307K +$674 +13 +0.2%
LFGH
116
Lee Financial Group Hawaii
Hawaii
$305K -$135K -2,598 -31%
MNBTD
117
Moody National Bank Trust Division
Texas
$304K +$24.6K +475 +9%
WWM
118
Western Wealth Management
Colorado
$301K +$302K +5,834 New
FFS
119
Founders Financial Securities
Maryland
$264K +$2.59K +50 +1%
WF
120
Wayfinding Financial
Washington
$255K +$263K +5,078 New
HC
121
HNP Capital
New York
$250K -$7.26K -140 -3%
VRM
122
Vectors Research Management
New York
$250K -$7.26K -140 -3%
DP
123
Denver PWM
Colorado
$249K +$21.6K +416 +9%
AWE
124
Avidian Wealth Enterprises
Texas
$248K +$249K +4,796 New
AFAS
125
Acorn Financial Advisory Services
Virginia
$246K