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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
101
Camarda Financial Advisors
Florida
$218K +$217K +5,103 New
William Blair & Company
102
William Blair & Company
Illinois
$215K -$58.4K -1,375 -21%
DWM
103
Darwin Wealth Management
Florida
$212K -$72.6K -1,709 -26%
DP
104
Denver PWM
Colorado
$210K +$1.74K +41 +0.8%
PWS
105
Private Wealth Strategies
Ohio
$206K +$206K +4,838 New
PWMA
106
Pension & Wealth Management Advisors
Massachusetts
$205K +$205K +4,816 New
VRM
107
Vectors Research Management
New York
$171K -$31.9K -751 -16%
IGWM
108
ICA Group Wealth Management
Colorado
$170K +$170K +3,997 New
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$168K -$73.8K -1,737 -31%
WAS
110
Winch Advisory Services
Wisconsin
$145K +$5.1K +120 +4%
CFGS
111
Concourse Financial Group Securities
Alabama
$142K -$2.55K -60 -2%
TC
112
Truvestments Capital
Florida
$123K -$3.14K -74 -3%
PB
113
Pinnacle Bancorp
Nebraska
$88K
NFSG
114
Newbridge Financial Services Group
Florida
$65.8K
EE
115
EWG Elevate
California
$63.5K +$63.2K +1,488 New
SL
116
Savior LLC
Massachusetts
$62.2K +$60.5K +1,424 +4,315%
CFD
117
Creative Financial Designs
Indiana
$60.1K +$53.5K +1,259 +845%
CFO
118
CVA Family Office
Colorado
$58.5K +$510 +12 +0.9%
CAL
119
Capital Analysts LLC
Pennsylvania
$41K -$62.4K -1,468 -60%
TFA
120
Transamerica Financial Advisors
Florida
$38K -$340 -8 -0.9%
PA
121
Parallel Advisors
California
$35.4K +$31.2K +734 +765%
C
122
Covestor
United Kingdom
$32K +$765 +18 +2%
FMII
123
Farmers & Merchants Investments Inc
Nebraska
$26.2K +$26.1K +615 New
BAM
124
Belpointe Asset Management
Nevada
$23.5K +$23.4K +551 New
GWM
125
Geneos Wealth Management
Colorado
$23.5K -$9.22K -217 -28%