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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Harbour Investments
Wisconsin
$320K +$301K +7,139 +5,492%
MF
102
Meridian Financial
Massachusetts
$311K +$5.86K +139 +2%
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$32.3K +766 +13%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$291K -$130K -3,082 -32%
IWM
105
IHT Wealth Management
Illinois
$290K -$40.3K -955 -13%
CFD
106
Creative Financial Designs
Indiana
$282K +$24.4K +578 +10%
SAS
107
SMI Advisory Services
Indiana
$273K +$263K +6,233 New
NC
108
NewSquare Capital
Pennsylvania
$270K +$12K +285 +5%
BFG
109
Beacon Financial Group
Texas
$270K +$259K +6,135 New
PCA
110
Prosperity Capital Advisors
Ohio
$268K -$6.45K -153 -2%
PA
111
Perennial Advisors
New York
$264K
FFA
112
Frazier Financial Advisors
Ohio
$257K +$246K +5,827 New
CA
113
CoreCap Advisors
Michigan
$254K -$2.36K -56 -1%
FAIM
114
Financial Advocates Investment Management
Washington
$251K -$19K -451 -7%
MW
115
Maia Wealth
Colorado
$229K +$219K +5,201 New
VCA
116
Verdence Capital Advisors
Maryland
$220K -$11.9K -283 -5%
AFAS
117
Acorn Financial Advisory Services
Virginia
$212K +$204K +4,826 New
UCFA
118
United Capital Financial Advisors
Texas
$208K -$9.28K -220 -4%
RIM
119
Redwood Investment Management
Arizona
$205K -$61.5K -1,458 -24%
IGWM
120
ICA Group Wealth Management
Colorado
$146K -$66.6K -1,580 -32%
Comerica Bank
121
Comerica Bank
Texas
$130K
CFGS
122
Concourse Financial Group Securities
Alabama
$124K +$380 +9 +0.3%
TAM
123
Townsend Asset Management
North Carolina
$123K -$7.68K -182 -6%
PB
124
Pinnacle Bancorp
Nebraska
$90.5K
AF
125
Allworth Financial
California
$85.7K