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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
$37.8M +$199K +4,164 +0.5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17M +$8.93M +187,111 +113%
ACM
3
Ashford Capital Management
Delaware
$16.3M +$1.42M +29,652 +10%
LFGH
4
Lee Financial Group Hawaii
Hawaii
$7.9M -$77.6K -1,626 -1%
Morgan Stanley
5
Morgan Stanley
New York
$7.45M -$2.98M -62,547 -29%
SFG
6
StrategIQ Financial Group
Indiana
$6.66M -$144K -3,011 -2%
IDA
7
Intelligence Driven Advisers
California
$6.47M +$6.4M +134,150 New
MGIA
8
Moneta Group Investment Advisors
Missouri
$5.72M +$157K +3,291 +3%
RA
9
RFG Advisory
Alabama
$5.62M -$1.63M -34,072 -23%
AWM
10
Apollon Wealth Management
South Carolina
$5.4M +$5.27M +110,419 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.3M +$1.58M +33,061 +43%
BCI
12
Brinker Capital Investments
Pennsylvania
$5.19M -$1.13M -23,695 -18%
WP
13
WealthPLAN Partners
Nebraska
$4.9M -$123K -2,582 -3%
SFA
14
Sequoia Financial Advisors
Ohio
$4.61M +$532K +11,157 +13%
S
15
Surevest
California
$4.44M +$4.39M +91,990 New
Bank of America
16
Bank of America
North Carolina
$4.03M -$967K -20,266 -20%
MAG
17
Mokosak Advisory Group
Iowa
$3.42M +$3.39M +71,103 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$2.99M -$598K -12,521 -17%
CCP
19
Cardan Capital Partners
Colorado
$2.55M +$2.52M +52,897 New
UBS Group
20
UBS Group
Switzerland
$2.29M -$12.7M -266,840 -85%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.08M +$1.6M +33,427 +341%
DP
22
Denver PWM
Colorado
$1.99M +$60.6K +1,270 +3%
ACP
23
Aveo Capital Partners
Colorado
$1.97M +$1.95M +40,932 New
CFA
24
Carroll Financial Associates
North Carolina
$1.93M -$45.9K -961 -2%
HFA
25
Huber Financial Advisors
Illinois
$1.7M +$1.28M +26,752 +316%
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