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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
101
Drive Wealth Management
Utah
$379K +$6.86K +159 +2%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$366K -$205K -4,742 -36%
WCFA
103
Walkner Condon Financial Advisors
Wisconsin
$347K -$27.5K -636 -7%
UAG
104
United Advisor Group
Ohio
$343K -$69.5K -1,609 -17%
CFO
105
CVA Family Office
Colorado
$343K
CA
106
CoreCap Advisors
Michigan
$332K -$2.94K -68 -0.9%
GWSG
107
GPS Wealth Strategies Group
Colorado
$326K -$83.2K -1,927 -20%
QWM
108
Quadcap Wealth Management
Texas
$306K -$3.97K -92 -1%
MFS
109
McNamara Financial Services
Massachusetts
$304K -$34.1K -791 -10%
TFG
110
Team Financial Group
California
$304K +$18.8K +435 +7%
OMC
111
Old Mission Capital
Illinois
$289K +$287K +6,645 New
CFD
112
Creative Financial Designs
Indiana
$288K -$57.2K -1,325 -17%
FWA
113
FORM Wealth Advisors
Wisconsin
$283K +$281K +6,517 New
PA
114
Perennial Advisors
New York
$283K +$281K +6,505 New
IWM
115
IHT Wealth Management
Illinois
$276K +$3.88K +90 +1%
OP
116
ORG Partners
Indiana
$266K +$136K +3,157 +107%
MF
117
Meridian Financial
Massachusetts
$258K -$58.9K -1,364 -19%
AWS
118
Atria Wealth Solutions
New York
$251K +$250K +5,789 New
TAP
119
Tounjian Advisory Partners
Florida
$248K +$247K +5,720 New
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$248K +$246K +5,699 New
VPF
121
Vantage Point Financial
Illinois
$240K +$22K +510 +10%
BWP
122
Baldwin Wealth Partners
Massachusetts
$239K -$269K -6,241 -53%
NA
123
NewEdge Advisors
Louisiana
$235K -$207K -4,790 -47%
OPPS
124
Obsidian Personal Planning Solutions
Maryland
$232K +$19K +440 +9%
HAG
125
HF Advisory Group
Maryland
$230K +$4.83K +112 +2%