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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VCA
126
Verdence Capital Advisors
Maryland
$224K +$2.5K +58 +1%
LWM
127
Lionshead Wealth Management
New York
$223K -$157K -3,642 -41%
AFAS
128
Acorn Financial Advisory Services
Virginia
$215K -$12.9K -300 -6%
Envestnet Portfolio Solutions
129
Envestnet Portfolio Solutions
Illinois
$213K -$358K -8,298 -63%
O3W
130
Omni 360 Wealth
New Jersey
$208K +$207K +4,786 New
SW
131
Simplicity Wealth
New Jersey
$201K +$200K +4,630 New
T
132
Transce3nd
Texas
$193K -$42.3K -979 -18%
FFA
133
Frazier Financial Advisors
Ohio
$158K
Citigroup
134
Citigroup
New York
$146K -$7.86K -182 -5%
BIM
135
Breakwater Investment Management
Washington
$133K
WF
136
Wayfinding Financial
Washington
$129K +$129K +2,990 New
PA
137
PSI Advisors
Florida
$111K +$110K +2,558 New
OWA
138
Opal Wealth Advisors
New York
$104K -$1.84M -42,522 -95%
PB
139
Pinnacle Bancorp
Nebraska
$89.3K
SS
140
SBI Securities
Japan
$75.7K +$2.46K +57 +3%
MAFA
141
MJT & Associates Financial Advisory
Minnesota
$69.3K +$68.8K +1,595 New
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$61K -$22.7K -527 -27%
C
143
Covestor
United Kingdom
$58K +$11.5K +267 +25%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$57.7K +$56.1K +1,300 +4,483%
RFA
145
Reyes Financial Architecture
California
$54.5K -$1.73K -40 -3%
DWM
146
Darwin Wealth Management
Florida
$47.8K
Comerica Bank
147
Comerica Bank
Texas
$43.6K -$140K -3,243 -76%
IA
148
IFP Advisors
Florida
$39.5K +$17.1K +396 +77%
AWM
149
Atticus Wealth Management
Florida
$30.6K -$252K -5,849 -89%
SPIA
150
Steward Partners Investment Advisory
New York
$22.9K -$1.81M -41,988 -99%