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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Name Holding Trade Value Shares
Change 		Change in
Stake
3AM
1
3D Asset Management
Connecticut
$38.1M +$729K +14,973 +2%
UBS Group
2
UBS Group
Switzerland
$15.3M +$260K +5,351 +2%
Morgan Stanley
3
Morgan Stanley
New York
$12.4M +$942K +19,351 +8%
RA
4
RFG Advisory
Alabama
$10.6M +$1.97M +40,525 +23%
Jane Street
5
Jane Street
New York
$9.75M +$8.48M +174,281 +648%
FIA
6
Foundations Investment Advisors
Arizona
$9.73M +$9.78M +200,893 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$8.86M +$8.9M +182,877 New
AI
8
Atria Investments
North Carolina
$8.17M +$768K +15,792 +10%
ACM
9
Ashford Capital Management
Delaware
$8.02M +$2.65M +54,371 +49%
LFGH
10
Lee Financial Group Hawaii
Hawaii
$7.77M +$163K +3,340 +2%
OA
11
Opes Advisors
California
$7.1M +$505K +10,376 +8%
BCI
12
Brinker Capital Investments
Pennsylvania
$6.88M +$809K +16,621 +13%
SFG
13
StrategIQ Financial Group
Indiana
$6.44M +$880K +18,091 +16%
Bank of America
14
Bank of America
North Carolina
$6.44M -$2.23M -45,752 -26%
WP
15
WealthPLAN Partners
Nebraska
$4.93M +$31.2K +641 +0.6%
BFG
16
Barber Financial Group
Kansas
$4.44M -$1.48M -30,326 -25%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.45M – – –
SFA
18
Sequoia Financial Advisors
Ohio
$3.03M +$195K +4,004 +7%
Citadel Advisors
19
Citadel Advisors
Florida
$2.91M +$2.92M +59,975 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.6M +$2.11M +43,408 +424%
CF
21
Centaurus Financial
California
$2.02M +$487K +10,000 +32%
CFA
22
Carroll Financial Associates
North Carolina
$1.89M +$158K +3,243 +9%
IA
23
IFP Advisors
Florida
$1.55M +$391K +8,034 +34%
DWM
24
Darwin Wealth Management
Florida
$1.32M +$877K +18,031 +195%
AWA
25
Arete Wealth Advisors
Illinois
$1.19M +$1.19M +24,444 New
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