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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
$90.1M +$14.4M +275,805 +19%
PI
2
PFS Investments
Georgia
$50.6M -$198K -3,799 -0.4%
3AM
3
3D Asset Management
Connecticut
$40.4M -$1.71M -32,675 -4%
MMA
4
Miracle Mile Advisors
California
$37.8M +$37.7M +722,718 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.4M +$2.17M +41,638 +7%
ACM
6
Ashford Capital Management
Delaware
$25.4M +$93.5K +1,790 +0.4%
EH
7
Equitable Holdings
New York
$22.2M +$22.2M +425,705 New
HI
8
Horizon Investments
North Carolina
$22.2M -$27.1M -518,020 -55%
PWS
9
Private Wealth Strategies
Ohio
$19.2M +$19.2M +368,026 New
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$18.6M
LPL Financial
11
LPL Financial
California
$17.8M +$1.9M +36,323 +12%
RA
12
RFG Advisory
Alabama
$16.2M +$1.95M +37,345 +14%
AWS
13
AJ Wealth Strategies
New York
$16M -$15.2M -291,555 -49%
SL
14
Systelligence LLC
Minnesota
$15.5M +$15.5M +297,189 New
LFGH
15
Lee Financial Group Hawaii
Hawaii
$13.8M +$67.5K +1,292 +0.5%
SFA
16
Sequoia Financial Advisors
Ohio
$13.7M +$1.5M +28,761 +12%
Wells Fargo
17
Wells Fargo
California
$12.8M +$11.2M +215,208 +745%
Morgan Stanley
18
Morgan Stanley
New York
$11.5M +$2.82M +53,953 +33%
CGFA
19
Colton Groome Financial Advisors
North Carolina
$9.23M +$271K +5,196 +3%
CCA
20
Clearwater Capital Advisors
Illinois
$8.93M +$2.47M +47,207 +38%
UBS Group
21
UBS Group
Switzerland
$8.58M +$1.46M +27,992 +21%
Bank of America
22
Bank of America
North Carolina
$8.37M +$239K +4,569 +3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$8.3M +$358K +6,862 +5%
AG
24
Advisor Group
Arizona
$7.44M +$1.37M +26,307 +23%
SFG
25
StrategIQ Financial Group
Indiana
$6.82M -$1.11M -21,304 -14%