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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
$121M +$78.7M +1,480,944 +192%
PI
2
PFS Investments
Georgia
$46.7M +$28.8M +540,947 +165%
LPL Financial
3
LPL Financial
California
$38.3M +$12.3M +231,129 +48%
PWMG
4
Prestige Wealth Management Group
New Jersey
$36.8M +$149K +2,808 +0.4%
MMA
5
Miracle Mile Advisors
California
$36.1M +$5.19M +97,560 +17%
SI
6
SimpliFi Inc
California
$35.7M +$6.43M +121,054 +22%
3AM
7
3D Asset Management
Connecticut
$33.7M -$3.42M -64,364 -9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$32.8M +$13.9M +261,180 +75%
Qube Research & Technologies (QRT)
9
Qube Research & Technologies (QRT)
United Kingdom
$28.6M +$20.2M +379,915 +250%
AWM
10
AE Wealth Management
Kansas
$28.6M +$14.8M +279,006 +111%
SS
11
Simplicity Solutions
Minnesota
$28.1M +$14.6M +274,346 +111%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$25.6M +$2.5M +47,075 +11%
ACM
13
Ashford Capital Management
Delaware
$25.4M +$2.15M +40,517 +9%
Wells Fargo
14
Wells Fargo
California
$23.7M +$3.14M +59,150 +15%
EH
15
Equitable Holdings
New York
$21.2M -$3.12M -58,745 -13%
LFPWM
16
Leicht Financial Planning & Wealth Management
New Jersey
$18.8M +$18.6M +349,954 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$18.6M
CCA
18
Clearwater Capital Advisors
Illinois
$17.9M +$7.04M +132,443 +66%
RA
19
RFG Advisory
Alabama
$17.8M +$854K +16,059 +5%
PWS
20
Private Wealth Strategies
Ohio
$17.7M -$1.85M -34,841 -10%
Morgan Stanley
21
Morgan Stanley
New York
$16.1M +$3.18M +59,895 +25%
LFGH
22
Lee Financial Group Hawaii
Hawaii
$14.6M +$260K +4,891 +2%
Jane Street
23
Jane Street
New York
$14.5M -$32.3M -608,451 -69%
SFA
24
Sequoia Financial Advisors
Ohio
$14M +$816K +15,356 +6%
Bank of America
25
Bank of America
North Carolina
$13.3M +$2.47M +46,435 +23%