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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JIR
101
James Investment Research
Ohio
$308K +$25K +567 +9%
TFG
102
Team Financial Group
California
$299K -$221 -5 -0.1%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$296K +$129K +2,930 +80%
DWM
104
Drive Wealth Management
Utah
$278K +$275K +6,226 New
NA
105
NewEdge Advisors
Louisiana
$262K -$1.55M -35,157 -86%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$252K +$33.1K +750 +15%
CWM
107
Collaborative Wealth Management
Florida
$240K +$26.8K +606 +13%
CA
108
CoreCap Advisors
Michigan
$238K -$93.5K -2,117 -28%
SW
109
Simplicity Wealth
New Jersey
$235K -$662 -15 -0.3%
AFAS
110
Acorn Financial Advisory Services
Virginia
$234K
VCA
111
Verdence Capital Advisors
Maryland
$227K +$2.34K +53 +1%
HAG
112
HF Advisory Group
Maryland
$219K -$6.45K -146 -3%
OPPS
113
Obsidian Personal Planning Solutions
Maryland
$214K -$121K -2,736 -36%
BZWA
114
Blue Zone Wealth Advisors
California
$208K -$74.2K -1,680 -27%
IWC
115
Integrated Wealth Concepts
Massachusetts
$206K +$204K +4,618 New
AWS
116
Atria Wealth Solutions
New York
$203K +$201K +4,541 New
SFA
117
Sequoia Financial Advisors
Ohio
$202K -$34.5K -781 -15%
Comerica Bank
118
Comerica Bank
Texas
$179K
FFA
119
Frazier Financial Advisors
Ohio
$162K
Citigroup
120
Citigroup
New York
$157K +$20.2K +457 +15%
BIM
121
Breakwater Investment Management
Washington
$140K
CFGS
122
Concourse Financial Group Securities
Alabama
$129K -$4.99K -113 -4%
AWM
123
Avior Wealth Management
Nebraska
$116K +$18.1K +410 +19%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$112K -$17.6K -398 -14%
DWM
125
Darwin Wealth Management
Florida
$104K +$102K +2,321 New