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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$39.9K – – –
AF
127
Allworth Financial
California
$39.6K – – –
HGERS
128
Householder Group Estate & Retirement Specialist
Arizona
$33K -$7.11K -166 -17%
LFA
129
LGT Financial Advisors
Texas
$32K – – –
Fidelity Investments
130
Fidelity Investments
Massachusetts
$31.8K +$31.5K +735 +18,375%
C
131
Covestor
United Kingdom
$26K +$2.57K +60 +11%
CPA
132
Clear Point Advisors
New York
$22.6K +$86 +2 +0.4%
SIS
133
Sound Income Strategies
Florida
$21.5K – – –
T
134
Tidemark
California
$21.5K – – –
TAM
135
Tucker Asset Management
Colorado
$19.7K +$43 +1 +0.2%
SPIA
136
Steward Partners Investment Advisory
New York
$17.3K – – –
PTC
137
Private Trust Company
Ohio
$14.6K -$18.5K -431 -56%
IAIM
138
International Assets Investment Management
Florida
$14.5K +$14.5K +338 New
CAL
139
Capital Analysts LLC
Pennsylvania
$11K +$128 +3 +1%
IA
140
IFP Advisors
Florida
$9.54K – – –
WWP
141
WR Wealth Planners
Missouri
$9.37K – – –
CIAS
142
Capital Investment Advisory Services
North Carolina
$8.63K – – –
KFI
143
Key Financial Inc
Pennsylvania
$5.89K – – –
FGAM
144
Financial Gravity Asset Management
Texas
$5.16K – – –
US Bancorp
145
US Bancorp
Minnesota
$3.14K +$3.13K +73 New
CAM
146
Creekmur Asset Management
Illinois
$1.38K -$642 -15 -32%
WTA
147
Washington Trust Advisors
Massachusetts
$989 – – –
CA
148
Continuum Advisory
Idaho
$859 – – –
EWM
149
EPG Wealth Management
Georgia
$687 -$685 -16 Closed
TWP
150
Triad Wealth Partners
Kansas
$430 +$428 +10 New