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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HI
1
Horizon Investments
North Carolina
$48.3M +$47.5M +972,356 New
3AM
2
3D Asset Management
Connecticut
$42.2M +$3.11M +63,565 +8%
PI
3
PFS Investments
Georgia
$32.2M +$31.6M +647,052 New
ACM
4
Ashford Capital Management
Delaware
$22.1M +$5.17M +105,818 +31%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.4M +$2.75M +56,342 +16%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$18.6M +$17.4M +355,428 New
LFGH
7
Lee Financial Group Hawaii
Hawaii
$13.8M +$5.51M +112,636 +69%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$9.95M +$9.76M +199,616 New
RA
9
RFG Advisory
Alabama
$8.93M +$3.09M +63,150 +54%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.52M +$8.13M +166,202 +3,418%
PAG
11
Private Advisor Group
New Jersey
$8.22M +$8.06M +164,893 New
SFA
12
Sequoia Financial Advisors
Ohio
$7.88M +$3.06M +62,600 +65%
SFG
13
StrategIQ Financial Group
Indiana
$7.63M +$733K +14,988 +11%
IDA
14
Intelligence Driven Advisers
California
$7.45M +$752K +15,387 +11%
AI
15
Atria Investments
North Carolina
$6.18M +$5.41M +110,702 +825%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.08M +$593K +12,136 +11%
Morgan Stanley
17
Morgan Stanley
New York
$5.57M -$2.09M -42,702 -28%
MGIA
18
Moneta Group Investment Advisors
Missouri
$5.55M -$348K -7,122 -6%
BCI
19
Brinker Capital Investments
Pennsylvania
$5.16M -$202K -4,130 -4%
WP
20
WealthPLAN Partners
Nebraska
$5.09M +$74.3K +1,520 +2%
Bank of America
21
Bank of America
North Carolina
$5.08M +$903K +18,466 +22%
S
22
Surevest
California
$4.59M +$3.52K +72 +0.1%
CCA
23
Clearwater Capital Advisors
Illinois
$4.37M +$4.29M +87,640 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$4.08M +$975K +19,943 +32%
MAG
25
Mokosak Advisory Group
Iowa
$3.61M +$71.8K +1,468 +2%