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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
176
Mariner Independent Advisor Network
Kansas
– -$2.59M -50,465 Closed
CWM
177
Cornerstone Wealth Management
Missouri
– -$1.58M -30,473 Closed
OMC
178
Old Mission Capital
Illinois
– -$1.52M -29,489 Closed
MHR
179
Matthew Hamilton Rosenberg
– -$600K -11,606 Closed
SFS
180
Sowell Financial Services
Arkansas
– -$575K -11,135 Closed
ARC
181
Advisor Resource Council
Texas
– -$564K -10,932 Closed
FPAS
182
Focus Partners Advisor Solutions
Missouri
– -$377K -7,288 Closed
AWE
183
Avidian Wealth Enterprises
Texas
– -$248K -4,796 Closed
RWB
184
RMR Wealth Builders
New Jersey
– -$230K -4,454 Closed
AWM
185
Axxcess Wealth Management
California
– -$216K -4,184 Closed
Truist Financial
186
Truist Financial
North Carolina
– -$215K -4,154 Closed
AWMG
187
Alliance Wealth Management Group
New Jersey
– -$209K -4,050 Closed
TCM
188
Towercrest Capital Management
Pennsylvania
– -$209K -4,050 Closed
BAM
189
Belpointe Asset Management
Nevada
– -$106K -2,033 Closed
MAM
190
Meeder Asset Management
Ohio
– -$56K -1,087 Closed
SFM
191
Signet Financial Management
New Jersey
– -$37K -720 Closed
TCWM
192
Total Clarity Wealth Management
Illinois
– -$26K -500 Closed
HFS
193
Horizon Financial Services
North Carolina
– -$13.7K -265 Closed
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
– -$11K -210 Closed
EWM
195
EPG Wealth Management
Georgia
– -$6K -111 Closed
MA
196
MUFG Americas
New York
– -$6K -108 Closed
FHA
197
First Horizon Advisors
Tennessee
– -$3K -72 Closed
EVM
198
Eaton Vance Management
Massachusetts
– -$1K -15 Closed
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -14 Closed