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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
151
Capital A Wealth Management
Pennsylvania
$12.6K +$12.3K +286 New
CAL
152
Capital Analysts LLC
Pennsylvania
$12K +$129 +3 +1%
PTC
153
Private Trust Company
Ohio
$11.4K – – –
TAM
154
Townsend Asset Management
North Carolina
$9.13K +$86 +2 +1%
AF
155
Advisornet Financial
Minnesota
$8.77K – – –
CIAS
156
Capital Investment Advisory Services
North Carolina
$8.77K – – –
FHA
157
First Horizon Advisors
Tennessee
$8.73K – – –
EWA
158
EverSource Wealth Advisors
Alabama
$8.68K – – –
CAM
159
Costello Asset Management
Pennsylvania
$5.83K -$689 -16 -11%
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$3.62K +$3.57K +83 New
PA
161
Parallel Advisors
California
$2.13K +$2.11K +49 New
Fidelity Investments
162
Fidelity Investments
Massachusetts
$1.26K -$56K -1,300 -98%
SAS
163
Spurstone Advisory Services
Connecticut
$436 – – –
IWP
164
Invenio Wealth Partners
Florida
– -$11.1M -255,249 Closed
Mariner
165
Mariner
Kansas
– -$1.93M -44,528 Closed
WA
166
Win Advisors
Florida
– -$888K -20,438 Closed
FTS
167
Fifth Third Securities
Ohio
– -$473K -10,887 Closed
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
– -$388K -8,929 Closed
OMC
169
Old Mission Capital
Illinois
– -$289K -6,645 Closed
PA
170
Perennial Advisors
New York
– -$283K -6,505 Closed
BWP
171
Baldwin Wealth Partners
Massachusetts
– -$239K -5,499 Closed
NA
172
NewEdge Advisors
Louisiana
– -$235K -5,408 Closed
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
– -$213K -4,906 Closed
WF
174
Wayfinding Financial
Washington
– -$129K -2,990 Closed
PA
175
PSI Advisors
Florida
– -$111K -2,558 Closed