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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Perennial Advisors
New York
$258K
MFG
102
Merit Financial Group
Georgia
$249K +$385 +9 +0.2%
GI
103
Gradient Investments
Minnesota
$246K +$245K +5,716 New
SFA
104
Sequoia Financial Advisors
Ohio
$228K -$6.76M -157,831 -97%
SW
105
Simplicity Wealth
New Jersey
$227K +$226K +5,280 New
AFAS
106
Acorn Financial Advisory Services
Virginia
$225K +$17.8K +415 +9%
OLA
107
Oliver Luxxe Assets
New Jersey
$217K +$217K +5,061 New
IWM
108
IHT Wealth Management
Illinois
$217K -$76.2K -1,779 -26%
HAG
109
HF Advisory Group
Maryland
$217K +$9.89K +231 +5%
VCA
110
Verdence Capital Advisors
Maryland
$216K +$2.31K +54 +1%
GAG
111
GM Advisory Group
New York
$214K +$213K +4,983 New
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$210K -$45.8M -1,068,669 -100%
CWM
113
Collaborative Wealth Management
Florida
$204K -$24.4K -569 -11%
Comerica Bank
114
Comerica Bank
Texas
$172K +$12K +280 +8%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$158K +$157K +3,673 New
FFA
116
Frazier Financial Advisors
Ohio
$156K -$94.2K -2,200 -38%
RIA
117
Realta Investment Advisors
Delaware
$142K -$31K -725 -18%
BIM
118
Breakwater Investment Management
Washington
$134K +$134K +3,128 New
Citigroup
119
Citigroup
New York
$131K +$58.9K +1,375 +82%
CFGS
120
Concourse Financial Group Securities
Alabama
$129K +$257 +6 +0.2%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$125K -$109K -2,540 -47%
AWM
122
Avior Wealth Management
Nebraska
$94.2K -$49.5K -1,156 -35%
PB
123
Pinnacle Bancorp
Nebraska
$88.4K
VWM
124
Venturi Wealth Management
Texas
$49.2K -$68.5K -1,600 -58%
TAM
125
Townsend Asset Management
North Carolina
$41.5K +$171 +4 +0.4%