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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NC
101
NewSquare Capital
Pennsylvania
$334K +$39.3K +795 +13%
GRP
102
Global Retirement Partners
California
$314K +$339K +6,865 New
William Blair & Company
103
William Blair & Company
Illinois
$305K -$316K -6,387 -50%
IFWM
104
Institute for Wealth Management
Colorado
$294K +$304K +6,145 New
PA
105
Perennial Advisors
New York
$287K +$297K +6,005 New
IWP
106
IAG Wealth Partners
Wisconsin
$285K -$169K -3,427 -36%
TAM
107
Townsend Asset Management
North Carolina
$285K +$544 +11 +0.2%
SPC
108
Sigma Planning Corp
Michigan
$280K -$21.7K -439 -7%
MNBTD
109
Moody National Bank Trust Division
Texas
$280K -$2.22K -45 -0.8%
MF
110
Meridian Financial
Massachusetts
$278K -$53.8K -1,089 -16%
WF
111
Wayfinding Financial
Washington
$274K +$51.3K +1,038 +20%
BWA
112
Burt Wealth Advisors
Maryland
$257K -$2.59M -52,427 -91%
FFS
113
Founders Financial Securities
Maryland
$257K +$12.8K +260 +5%
LFGH
114
Lee Financial Group Hawaii
Hawaii
$254K -$29.4K -595 -10%
UCFA
115
United Capital Financial Advisors
Texas
$244K -$700K -14,173 -74%
AWS
116
Atria Wealth Solutions
New York
$232K +$240K +4,852 New
AAS
117
Ameritas Advisory Services
Nebraska
$231K -$667K -13,494 -74%
DP
118
Denver PWM
Colorado
$230K -$1.14K -23 -0.5%
EE
119
EWG Elevate
California
$229K +$236K +4,782 New
HC
120
HNP Capital
New York
$228K -$4.05K -82 -2%
VRM
121
Vectors Research Management
New York
$228K -$4.05K -82 -2%
AFAS
122
Acorn Financial Advisory Services
Virginia
$227K
LSA
123
Lion Street Advisors
Texas
$226K
PAS
124
Park Avenue Securities
New York
$226K +$19.9K +403 +9%
CCA
125
Catalyst Capital Advisors
New York
$225K