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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
3AM
1
3D Asset Management
Connecticut
$37.7M -$333K -6,856 -0.9%
Jane Street
2
Jane Street
New York
$18.1M +$8.43M +173,398 +86%
UBS Group
3
UBS Group
Switzerland
$15.2M -$87.7K -1,805 -0.6%
ACM
4
Ashford Capital Management
Delaware
$14.9M +$6.94M +142,827 +86%
Morgan Stanley
5
Morgan Stanley
New York
$10.5M -$1.93M -39,806 -16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.02M +$8.06M +165,814 New
LFGH
7
Lee Financial Group Hawaii
Hawaii
$8M +$248K +5,100 +3%
OA
8
Opes Advisors
California
$7.45M +$363K +7,477 +5%
RA
9
RFG Advisory
Alabama
$7.28M -$3.27M -67,287 -31%
SFG
10
StrategIQ Financial Group
Indiana
$6.83M +$399K +8,200 +6%
BCI
11
Brinker Capital Investments
Pennsylvania
$6.36M -$509K -10,465 -7%
MGIA
12
Moneta Group Investment Advisors
Missouri
$5.57M +$5.4M +111,082 +2,652%
Bank of America
13
Bank of America
North Carolina
$5.02M -$1.42M -29,190 -22%
WP
14
WealthPLAN Partners
Nebraska
$4.86M +$38.5K +792 +0.8%
BFG
15
Barber Financial Group
Kansas
$4.65M +$217K +4,470 +5%
SFA
16
Sequoia Financial Advisors
Ohio
$4.09M +$1.06M +21,892 +35%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.71M +$1.13M +23,182 +43%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$3.6M +$216K +4,437 +6%
DWM
19
Darwin Wealth Management
Florida
$2.2M +$892K +18,352 +67%
CF
20
Centaurus Financial
California
$2.2M +$167K +3,428 +8%
CFA
21
Carroll Financial Associates
North Carolina
$1.98M +$98.5K +2,027 +5%
DP
22
Denver PWM
Colorado
$1.87M +$1.92M +39,432 New
IA
23
IFP Advisors
Florida
$1.59M +$38.8K +799 +2%
AI
24
Atria Investments
North Carolina
$1.45M -$6.74M -138,646 -82%
Creative Planning
25
Creative Planning
Kansas
$971K -$21.6K -444 -2%