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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$75.7M +$34M +655,043 +83%
PI
2
PFS Investments
Georgia
$50.8M +$9.16M +176,316 +22%
HI
3
Horizon Investments
North Carolina
$49.2M -$8.4M -161,585 -15%
3AM
4
3D Asset Management
Connecticut
$42.1M -$957K -18,424 -2%
AWS
5
AJ Wealth Strategies
New York
$31.3M +$31.1M +598,135 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$30.2M +$3.91M +75,233 +15%
ACM
7
Ashford Capital Management
Delaware
$25.3M +$1.34M +25,827 +6%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$18.6M
LPL Financial
9
LPL Financial
California
$15.9M +$364K +7,006 +2%
RA
10
RFG Advisory
Alabama
$14.3M +$4.54M +87,416 +47%
LFGH
11
Lee Financial Group Hawaii
Hawaii
$13.7M +$3.45M +66,481 +34%
SFA
12
Sequoia Financial Advisors
Ohio
$12.2M +$1.41M +27,048 +13%
Citadel Advisors
13
Citadel Advisors
Florida
$10.8M +$4.9M +94,279 +84%
CGFA
14
Colton Groome Financial Advisors
North Carolina
$8.89M +$3.64M +69,991 +69%
Morgan Stanley
15
Morgan Stanley
New York
$8.67M +$986K +18,969 +13%
Bank of America
16
Bank of America
North Carolina
$8.13M +$2.34M +45,107 +41%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$7.95M -$19.3K -372 -0.2%
SFG
18
StrategIQ Financial Group
Indiana
$7.94M -$583K -11,226 -7%
PAG
19
Private Advisor Group
New Jersey
$7.26M +$4.25M +81,760 +143%
UBS Group
20
UBS Group
Switzerland
$7.12M +$337K +6,476 +5%
CCA
21
Clearwater Capital Advisors
Illinois
$6.47M +$714K +13,745 +12%
Jane Street
22
Jane Street
New York
$6.13M +$6.1M +117,327 New
AG
23
Advisor Group
Arizona
$6.07M +$1.11M +21,276 +22%
IA
24
IFP Advisors
Florida
$5.79M +$5.76M +110,801 New
S
25
Surevest
California
$5.29M -$174K -3,352 -3%