We are live on ! Find out more
AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Name Holding Trade Value Shares
Change 		Change in
Stake
3AM
1
3D Asset Management
Connecticut
$37.8M +$123K +2,419 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$14.6M +$5.28M +104,122 +57%
EWF
3
Epstein & White Financial
California
$9.87M +$9.92M +195,682 New
Bank of America
4
Bank of America
North Carolina
$8.83M +$1.61M +31,740 +22%
UBS Group
5
UBS Group
Switzerland
$8.66M +$3.54M +69,804 +69%
AI
6
Atria Investments
North Carolina
$7.62M +$608K +11,997 +9%
BFG
7
Barber Financial Group
Kansas
$7.45M +$7.45M +146,923 New
Jane Street
8
Jane Street
New York
$6.59M +$195K +3,840 +3%
OA
9
Opes Advisors
California
$5.69M +$598K +11,807 +12%
SFG
10
StrategIQ Financial Group
Indiana
$5.34M +$5.34M +105,326 New
WP
11
WealthPLAN Partners
Nebraska
$4.08M +$4.08M +80,397 New
BCI
12
Brinker Capital Investments
Pennsylvania
$2.68M +$2.68M +52,870 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.15M +$80.5K +1,589 +4%
RA
14
RFG Advisory
Alabama
$2.07M +$2.07M +40,750 New
SFA
15
Sequoia Financial Advisors
Ohio
$1.88M +$101K +1,997 +6%
CFA
16
Carroll Financial Associates
North Carolina
$1.39M +$1.39M +27,366 New
IA
17
IFP Advisors
Florida
$1.22M +$423K +8,339 +53%
Creative Planning
18
Creative Planning
Kansas
$891K +$396K +7,820 +80%
GLA
19
Great Lakes Advisors
Illinois
$807K +$327K +6,446 +68%
1IA
20
1834 Investment Advisors
Wisconsin
$674K +$259K +5,112 +62%
CAN
21
Claraphi Advisory Network
United States
$514K +$514K +10,133 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$514K +$514K +10,134 New
DP
23
Denver PWM
Colorado
$491K +$507K +10,009 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$487K +$63.3K +1,248 +15%
FA
25
FDx Advisors
Illinois
$450K +$20.6K +406 +5%
1
2