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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Calton & Associates
Florida
$232K +$232K +4,321 New
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$225K +$2.9K +54 +1%
AWMG
128
Alliance Wealth Management Group
New Jersey
$217K
TCM
129
Towercrest Capital Management
Pennsylvania
$217K
WWM
130
Western Wealth Management
Colorado
$210K +$209K +3,902 New
WCFA
131
Walkner Condon Financial Advisors
Wisconsin
$204K +$204K +3,801 New
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$202K +$201K +3,753 New
NL
133
NWAM LLC
Washington
$201K +$201K +3,739 New
BAM
134
Belpointe Asset Management
Nevada
$185K +$10.5K +195 +6%
PA
135
Perennial Advisors
New York
$180K +$179K +3,346 New
NC
136
NewSquare Capital
Pennsylvania
$175K +$80.7K +1,505 +86%
MAM
137
Meeder Asset Management
Ohio
$142K
COCM
138
Charter Oak Capital Management
New Hampshire
$125K +$125K +2,328 New
CFO
139
CVA Family Office
Colorado
$117K +$1.29K +24 +1%
PB
140
Pinnacle Bancorp
Nebraska
$110K
APA
141
American Portfolios Advisors
New York
$97.5K -$237K -4,417 -71%
TFGT
142
TS Financial Group (TSFG)
Illinois
$91K
PA
143
Parallel Advisors
California
$86K +$2.36K +44 +3%
GEA
144
Glen Eagle Advisors
New Jersey
$70.3K -$14.8K -276 -17%
LAS
145
Lloyd Advisory Services
Georgia
$60K +$12.1K +225 +25%
PWM
146
Perigon Wealth Management
California
$59K +$58.7K +1,095 New
PO
147
Private Ocean
California
$56K +$26.4K +493 +90%
CFD
148
Creative Financial Designs
Indiana
$49K +$5.9K +110 +14%
GWM
149
Geneos Wealth Management
Colorado
$46K -$19.1K -357 -28%
Deutsche Bank
150
Deutsche Bank
Germany
$46K +$21.5K +400 +89%