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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
126
Western Wealth Management
Colorado
$242K -$28.4K -653 -11%
RFG
127
REAP Financial Group
Texas
$238K -$98.8K -2,269 -29%
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$227K +$227K +5,216 New
VCA
129
Verdence Capital Advisors
Maryland
$221K +$1.18K +27 +0.5%
QWM
130
Quadcap Wealth Management
Texas
$213K -$348 -8 -0.2%
RIM
131
Redwood Investment Management
Arizona
$205K +$205K +4,715 New
SL
132
SWMG LLC
Texas
$204K -$78.8K -1,810 -28%
AFAS
133
Acorn Financial Advisory Services
Virginia
$201K
EWM
134
Evolution Wealth Management
Florida
$165K +$2.48K +57 +2%
FFA
135
Frazier Financial Advisors
Ohio
$158K
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$144K +$15.9K +365 +12%
ACA
137
Aptus Capital Advisors
Alabama
$128K
BIM
138
Breakwater Investment Management
Washington
$116K -$25.6K -587 -18%
TAP
139
Tounjian Advisory Partners
Florida
$114K +$114K +2,623 New
SS
140
SBI Securities
Japan
$102K -$21.7K -498 -17%
PB
141
Pinnacle Bancorp
Nebraska
$89.4K
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$82K +$1.74K +40 +2%
C
143
Covestor
United Kingdom
$82K -$8.93K -205 -10%
IFWM
144
Institute for Wealth Management
Colorado
$74.8K -$151K -3,469 -67%
IAS
145
IMA Advisory Services
Colorado
$60.9K +$61K +1,400 New
DWM
146
Darwin Wealth Management
Florida
$49.6K +$436 +10 +0.9%
RFA
147
Reyes Financial Architecture
California
$44.6K -$9.97K -229 -18%
GWM
148
Geneos Wealth Management
Colorado
$39.1K +$39.2K +900 New
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$36.4K +$36.8K +844 New
SWM
150
SHP Wealth Management
Massachusetts
$30.1K +$131 +3 +0.4%