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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1
Horizon Investments
North Carolina
$56.6M +$6.66M +132,715 +14%
3AM
2
3D Asset Management
Connecticut
$42.2M -$1.18M -23,543 -3%
PI
3
PFS Investments
Georgia
$40.8M +$7.49M +149,183 +23%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$40.6M +$31.2M +621,812 +363%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.8M +$4.68M +93,300 +23%
ACM
6
Ashford Capital Management
Delaware
$23.5M +$701K +13,961 +3%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$18.6M – – –
LPL Financial
8
LPL Financial
California
$15.2M +$14.1M +280,681 +1,717%
SFA
9
Sequoia Financial Advisors
Ohio
$10.6M +$2.43M +48,468 +31%
LFGH
10
Lee Financial Group Hawaii
Hawaii
$10M -$4.05M -80,605 -29%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$9.95M -$276K -5,492 -3%
RA
12
RFG Advisory
Alabama
$9.52M +$329K +6,547 +4%
SFG
13
StrategIQ Financial Group
Indiana
$8.35M +$496K +9,878 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$7.81M +$1.53M +30,403 +25%
Morgan Stanley
15
Morgan Stanley
New York
$7.53M +$1.77M +35,201 +32%
UBS Group
16
UBS Group
Switzerland
$6.65M +$4.69M +93,422 +257%
Citadel Advisors
17
Citadel Advisors
Florida
$5.73M +$4.95M +98,702 +753%
Bank of America
18
Bank of America
North Carolina
$5.66M +$428K +8,534 +8%
CCA
19
Clearwater Capital Advisors
Illinois
$5.64M +$1.12M +22,385 +26%
S
20
Surevest
California
$5.35M +$623K +12,412 +13%
CGFA
21
Colton Groome Financial Advisors
North Carolina
$5.2M +$5.1M +101,533 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$5.14M +$919K +18,311 +22%
WP
23
WealthPLAN Partners
Nebraska
$5M -$295K -5,886 -6%
BCI
24
Brinker Capital Investments
Pennsylvania
$4.95M -$348K -6,930 -7%
AG
25
Advisor Group
Arizona
$4.86M +$1.84M +36,666 +63%
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