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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
126
Heritage Wealth Management (Arizona)
Arizona
$8K – – –
SWM
127
Spire Wealth Management
Virginia
$8K – – –
CFD
128
Creative Financial Designs
Indiana
$6K – – –
PA
129
Parallel Advisors
California
$4K +$4.29K +96 New
ACA
130
Aptus Capital Advisors
Alabama
$3K – – –
GWANC
131
Guardian Wealth Advisors (North Carolina)
North Carolina
$3K – – –
RG
132
Retirement Group
California
$3K – – –
M1FG
133
Mach-1 Financial Group
Arkansas
$2K – – –
US Bancorp
134
US Bancorp
Minnesota
$2K – – –
DWP
135
Destiny Wealth Partners
Florida
$1K -$4.15K -93 -81%
LFG
136
Larson Financial Group
Missouri
$1K – – –
SL
137
Savior LLC
Massachusetts
$1K – – –
PWS
138
Private Wealth Strategies
Ohio
– -$23.2M -519,642 Closed
OMC
139
Old Mission Capital
Illinois
– -$13.4M -299,842 Closed
CAN
140
Cetera Advisor Networks
California
– -$1.92M -42,917 Closed
SOS
141
Silver Oak Securities
Tennessee
– -$1.52M -33,251 Closed
Renaissance Technologies
142
Renaissance Technologies
New York
– -$1.09M -24,399 Closed
LA
143
LexAurum Advisors
Kansas
– -$728K -16,290 Closed
CRI
144
Colonial River Investments
Virginia
– -$364K -8,152 Closed
EWM
145
Echo Wealth Management
Minnesota
– -$299K -6,693 Closed
ARC
146
Advisor Resource Council
Texas
– -$299K -6,683 Closed
CFA
147
Capstone Financial Advisors
Illinois
– -$287K -6,414 Closed
SPC
148
Sigma Planning Corp
Michigan
– -$253K -5,648 Closed
LSA
149
Lion Street Advisors
Texas
– -$245K -4,710 Closed
PA
150
PFG Advisors
Arizona
– -$210K -4,708 Closed