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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PW
126
Price Wealth
Texas
$40K
LAS
127
Lloyd Advisory Services
Georgia
$39K +$14.6K +279 +59%
CTB
128
Country Trust Bank
Illinois
$19K +$19.4K +370 New
FHA
129
First Horizon Advisors
Tennessee
$16K -$890 -17 -5%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$11K +$6.18K +118 +115%
TIM
131
Tortoise Investment Management
New York
$10K
US Bancorp
132
US Bancorp
Minnesota
$9K +$9.32K +178 New
GSWM
133
Golden State Wealth Management
California
$7K +$6.65K +127 New
LPWM
134
Lake Point Wealth Management
Texas
$4K
SL
135
Savior LLC
Massachusetts
$3K
NR
136
Newfound Research
Massachusetts
$2K +$52 +1 +3%
CFFP
137
Center for Financial Planning
Michigan
$2K +$2.15K +41 New
BCM
138
Blume Capital Management
California
$2K +$2.72K +52 New
BlackRock
139
BlackRock
New York
$1K -$460K -8,776 -100%
SL
140
Systelligence LLC
Minnesota
-$15.5M -297,189 Closed
BSAM
141
Blue Sky Asset Management
Colorado
-$5.24M -100,346 Closed
MAG
142
Mokosak Advisory Group
Iowa
-$3.87M -74,129 Closed
CCP
143
Cardan Capital Partners
Colorado
-$3M -57,423 Closed
AWM
144
Apollon Wealth Management
South Carolina
-$1.8M -34,235 Closed
IAA
145
Independent Advisor Alliance
North Carolina
-$1.67M -31,908 Closed
HC
146
HNP Capital
New York
-$951K -18,096 Closed
ACM
147
AlphaStar Capital Management
North Carolina
-$639K -12,223 Closed
MA
148
Mutual Advisors
Nebraska
-$623K -11,927 Closed
EF
149
Empirical Finance
Pennsylvania
-$419K -8,028 Closed
PAS
150
Partnervest Advisory Services
California
-$303K -5,800 Closed