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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UAG
101
United Advisor Group
Ohio
$408K -$57.8K -1,324 -12%
GWSG
102
GPS Wealth Strategies Group
Colorado
$405K -$19.4K -444 -4%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$404K -$6.16K -141 -1%
KC
104
Kades & Cheifetz
Pennsylvania
$389K +$396K +9,070 New
LWM
105
Lionshead Wealth Management
New York
$377K +$383K +8,776 New
WCFA
106
Walkner Condon Financial Advisors
Wisconsin
$371K +$7.25K +166 +2%
DWM
107
Drive Wealth Management
Utah
$368K +$102K +2,345 +38%
JIR
108
James Investment Research
Ohio
$348K +$53.5K +1,225 +18%
CFD
109
Creative Financial Designs
Indiana
$342K +$39.5K +903 +13%
CFO
110
CVA Family Office
Colorado
$339K
MFS
111
McNamara Financial Services
Massachusetts
$335K -$52.3K -1,197 -13%
CA
112
CoreCap Advisors
Michigan
$331K +$104K +2,386 +45%
MF
113
Meridian Financial
Massachusetts
$314K +$7.3K +167 +2%
QWM
114
Quadcap Wealth Management
Texas
$307K +$2.27K +52 +0.7%
SAW
115
Signal Advisors Wealth
Michigan
$294K -$38.5K -882 -11%
EAM
116
Empirical Asset Management
Massachusetts
$290K +$295K +6,762 New
TFG
117
Team Financial Group
California
$282K -$4.98K -114 -2%
AWM
118
Atticus Wealth Management
Florida
$281K -$37.6K -861 -12%
IWM
119
IHT Wealth Management
Illinois
$269K -$89.7K -2,053 -25%
MFG
120
Merit Financial Group
Georgia
$253K +$258K +5,894 New
T
121
Transce3nd
Texas
$233K +$237K +5,434 New
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$230K -$11.8K -270 -5%
VWM
123
Venturi Wealth Management
Texas
$227K +$181K +4,140 +362%
AFAS
124
Acorn Financial Advisory Services
Virginia
$225K
HAG
125
HF Advisory Group
Maryland
$223K +$12.4K +283 +6%