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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Name Holding Trade Value Shares
Change 		Change in
Stake
T
151
Tidemark
California
$21.7K – – –
TAM
152
Tucker Asset Management
Colorado
$20.1K +$43 +1 +0.2%
AF
153
Allworth Financial
California
$14.3K -$29.5K -683 -67%
WSFS
154
Wilmington Savings Fund Society
Delaware
$13.9K +$13.8K +320 New
TC
155
Truvestments Capital
Florida
$13.6K – – –
CT
156
Caldwell Trust
Florida
$13K – – –
CAL
157
Capital Analysts LLC
Pennsylvania
$12K +$129 +3 +1%
PTC
158
Private Trust Company
Ohio
$11.4K -$863 -20 -7%
EWP
159
Elevation Wealth Partners
California
$11.1K – – –
TAM
160
Townsend Asset Management
North Carolina
$8.99K -$5.44K -126 -38%
CIAS
161
Capital Investment Advisory Services
North Carolina
$8.73K – – –
AF
162
Advisornet Financial
Minnesota
$8.73K +$8.68K +201 New
FHA
163
First Horizon Advisors
Tennessee
$8.69K +$8.63K +200 New
EWA
164
EverSource Wealth Advisors
Alabama
$8.64K +$8.59K +199 New
CAM
165
Costello Asset Management
Pennsylvania
$6.53K +$6.47K +150 New
KFI
166
Key Financial Inc
Pennsylvania
$5.95K – – –
SIS
167
Sound Income Strategies
Florida
$5.86K – – –
IHWM
168
Iron Horse Wealth Management
Iowa
$1.69K +$1.68K +39 New
CA
169
Continuum Advisory
Idaho
$869 – – –
SAS
170
Spurstone Advisory Services
Connecticut
$434 +$432 +10 New
SF
171
Symphony Financial
Texas
– -$17.4M -403,739 Closed
IAA
172
Independent Advisor Alliance
North Carolina
– -$3.38M -78,660 Closed
GM
173
GeoWealth Management
Illinois
– -$867K -20,196 Closed
FIA
174
Foundations Investment Advisors
Arizona
– -$622K -14,503 Closed
OC
175
Optima Capital
Oregon
– -$411K -9,567 Closed
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