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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
151
Key Financial Inc
Pennsylvania
$24.9K
SPIA
152
Steward Partners Investment Advisory
New York
$23K -$9.63K -221 -30%
T
153
Tidemark
California
$21.7K
IA
154
IFP Advisors
Florida
$21.3K
Fidelity Investments
155
Fidelity Investments
Massachusetts
$19.4K +$5.09K +117 +35%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$18.9K -$1.83K -42 -9%
AF
157
Allworth Financial
California
$14.4K
CT
158
Caldwell Trust
Florida
$13K
TAM
159
Townsend Asset Management
North Carolina
$9.51K +$131 +3 +1%
PTC
160
Private Trust Company
Ohio
$9.09K
AAS
161
Ameritas Advisory Services
Nebraska
$8.58K +$8.58K +197 New
MP
162
McDonald Partners
Ohio
$7.52K +$7.53K +173 New
CIAS
163
Capital Investment Advisory Services
North Carolina
$7.09K -$305 -7 -4%
CAM
164
Costello Asset Management
Pennsylvania
$6.04K +$44 +1 +0.7%
Citigroup
165
Citigroup
New York
$5.57K -$162K -3,725 -97%
NB
166
NBT Bank
New York
$4.35K
PS
167
Planning Strategies
Pennsylvania
$3.83K +$3.83K +88 New
LAS
168
Lloyd Advisory Services
Georgia
$2.01K -$193K -4,437 -99%
Vanguard Advisers Inc
169
Vanguard Advisers Inc
Pennsylvania
$905 +$261 +6 +40%
CA
170
Continuum Advisory
Idaho
$870 +$871 +20 New
SAS
171
Spurstone Advisory Services
Connecticut
$434
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$175 +$174 +4 New
EWA
173
EverSource Wealth Advisors
Alabama
$130
GSEP
174
Golden State Equity Partners
California
-$2.92M -67,064 Closed
IAA
175
Independent Advisor Alliance
North Carolina
-$1.49M -34,393 Closed