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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
126
Transamerica Financial Advisors
Florida
$40K +$40.3K +886 New
HI
127
Harbour Investments
Wisconsin
$30K +$30.6K +673 New
CWP
128
Concord Wealth Partners
Virginia
$28K
GEA
129
Glen Eagle Advisors
New Jersey
$26K -$31.2K -685 -54%
WAM
130
Worth Asset Management
Texas
$26K -$21.9K -481 -45%
GWM
131
Geneos Wealth Management
Colorado
$24K -$15.9K -350 -39%
S
132
Surevest
California
$23K
RCM
133
Raleigh Capital Management
North Carolina
$22K +$773 +17 +4%
GAG
134
Goodman Advisory Group
Massachusetts
$17K -$1.6M -35,268 -99%
CIAS
135
Capital Investment Advisory Services
North Carolina
$14K
AA
136
Ancora Advisors
Ohio
$13K
TF
137
TimeScale Financial
Massachusetts
$10K +$10.5K +230 New
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$9K +$9.55K +210 New
HWMA
139
Heritage Wealth Management (Arizona)
Arizona
$8.27K
SWM
140
Spire Wealth Management
Virginia
$8K
PTC
141
Private Trust Company
Ohio
$8K +$8.05K +177 New
CFD
142
Creative Financial Designs
Indiana
$7K -$8.32K -183 -55%
DWP
143
Destiny Wealth Partners
Florida
$5K
RG
144
Retirement Group
California
$3K -$205K -4,500 -98%
ACA
145
Aptus Capital Advisors
Alabama
$3K
LPWM
146
Lake Point Wealth Management
Texas
$3K
TCWM
147
Total Clarity Wealth Management
Illinois
$3K +$3.09K +68 New
M1FG
148
Mach-1 Financial Group
Arkansas
$3K +$3.18K +70 New
AW
149
ACG Wealth
Georgia
$3K +$3.55K +78 New
GWANC
150
Guardian Wealth Advisors (North Carolina)
North Carolina
$3K +$3.55K +78 New