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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
101
Pension & Wealth Management Advisors
Massachusetts
$81.9K -$128K -2,941 -61%
Citigroup
102
Citigroup
New York
$81.3K +$67.3K +1,547 +494%
CFD
103
Creative Financial Designs
Indiana
$62.9K +$1.35K +31 +2%
SL
104
Savior LLC
Massachusetts
$62.4K -$1.22K -28 -2%
CFO
105
CVA Family Office
Colorado
$60.5K +$522 +12 +0.9%
HGERS
106
Householder Group Estate & Retirement Specialist
Arizona
$53K +$52.6K +1,209 New
VWM
107
Venturi Wealth Management
Texas
$49.2K +$49K +1,127 New
CAL
108
Capital Analysts LLC
Pennsylvania
$41K -$1.74K -40 -4%
TC
109
Truvestments Capital
Florida
$30.5K -$94.8K -2,180 -76%
C
110
Covestor
United Kingdom
$29K -$3.44K -79 -11%
BAM
111
Belpointe Asset Management
Nevada
$25.8K +$1.74K +40 +7%
PTC
112
Private Trust Company
Ohio
$21.7K
IA
113
IFP Advisors
Florida
$18.2K -$9.86M -226,544 -100%
CWP
114
Concord Wealth Partners
Virginia
$17.4K
Fidelity Investments
115
Fidelity Investments
Massachusetts
$17.3K +$17.1K +394 +13,133%
NFSG
116
Newbridge Financial Services Group
Florida
$17.3K -$49.9K -1,147 -74%
SIS
117
Sound Income Strategies
Florida
$15.9K +$15.9K +365 New
AAS
118
Ameritas Advisory Services
Nebraska
$13K +$13K +298 New
TFGT
119
TS Financial Group (TSFG)
Illinois
$10K -$5K -115 -33%
WWP
120
WR Wealth Planners
Missouri
$9.52K +$9.48K +218 New
CIAS
121
Capital Investment Advisory Services
North Carolina
$8.78K
SWM
122
Spire Wealth Management
Virginia
$8.26K
RTL
123
Red Tortoise LLC
Georgia
$7.01K +$44 +1 +0.6%
GWM
124
Geneos Wealth Management
Colorado
$6.55K -$17.4K -400 -73%
HI
125
Harbour Investments
Wisconsin
$5.62K -$2K -46 -26%