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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
$71.3M -$50.1M -924,954 -41%
LPL Financial
2
LPL Financial
California
$58.8M +$20.6M +380,798 +54%
PI
3
PFS Investments
Georgia
$52.8M +$6.14M +113,362 +13%
Jane Street
4
Jane Street
New York
$42M +$27.7M +511,704 +190%
MMA
5
Miracle Mile Advisors
California
$39.3M +$3.24M +59,773 +9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$39M +$6.25M +115,357 +19%
PWMG
7
Prestige Wealth Management Group
New Jersey
$37.6M +$760K +14,041 +2%
SI
8
SimpliFi Inc
California
$36.9M +$1.23M +22,780 +3%
AWM
9
AE Wealth Management
Kansas
$31.3M +$2.74M +50,526 +10%
3AM
10
3D Asset Management
Connecticut
$31.2M -$2.51M -46,265 -7%
SS
11
Simplicity Solutions
Minnesota
$31.2M +$3.09M +57,075 +11%
Wells Fargo
12
Wells Fargo
California
$26.9M +$3.22M +59,407 +13%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$25.5M -$135K -2,499 -0.5%
ACM
14
Ashford Capital Management
Delaware
$22.5M -$2.95M -54,494 -12%
PWS
15
Private Wealth Strategies
Ohio
$20.8M +$3.15M +58,129 +18%
EH
16
Equitable Holdings
New York
$19.8M -$1.37M -25,296 -6%
CCA
17
Clearwater Capital Advisors
Illinois
$19M +$1.14M +21,005 +6%
RA
18
RFG Advisory
Alabama
$18.9M +$1.09M +20,072 +6%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$18.6M
LFPWM
20
Leicht Financial Planning & Wealth Management
New Jersey
$17M -$1.86M -34,368 -10%
Morgan Stanley
21
Morgan Stanley
New York
$14.9M -$1.16M -21,505 -7%
LFGH
22
Lee Financial Group Hawaii
Hawaii
$14.7M +$134K +2,475 +0.9%
Bank of America
23
Bank of America
North Carolina
$14.3M +$989K +18,271 +7%
SFA
24
Sequoia Financial Advisors
Ohio
$14.2M +$189K +3,485 +1%
Osaic Holdings
25
Osaic Holdings
Arizona
$13.3M +$2.41M +44,424 +22%