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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$68.3M +$9.68M +180,555 +17%
SI
2
SimpliFi Inc
California
$50.2M +$13.3M +248,450 +36%
AWM
3
AE Wealth Management
Kansas
$46.8M +$15.6M +290,871 +50%
MMA
4
Miracle Mile Advisors
California
$40.1M +$929K +17,324 +2%
SS
5
Simplicity Solutions
Minnesota
$37.5M +$6.46M +120,353 +21%
PWMG
6
Prestige Wealth Management Group
New Jersey
$34.4M -$3.09M -57,663 -8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$25.7M +$315K +5,870 +1%
PWS
8
Private Wealth Strategies
Ohio
$22.9M +$2.09M +38,950 +10%
CCA
9
Clearwater Capital Advisors
Illinois
$22.5M +$3.49M +64,974 +18%
RA
10
RFG Advisory
Alabama
$20M +$1.36M +25,431 +7%
Wells Fargo
11
Wells Fargo
California
$19.6M -$7.24M -135,010 -27%
EH
12
Equitable Holdings
New York
$19.3M -$450K -8,394 -2%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$18.6M – – –
Citadel Advisors
14
Citadel Advisors
Florida
$17.2M +$17.1M +319,464 New
ACM
15
Ashford Capital Management
Delaware
$16.9M -$5.56M -103,592 -25%
Bank of America
16
Bank of America
North Carolina
$16.8M +$2.47M +45,987 +17%
LFPWM
17
Leicht Financial Planning & Wealth Management
New Jersey
$15.3M -$1.67M -31,157 -10%
Morgan Stanley
18
Morgan Stanley
New York
$14.7M -$147K -2,734 -1%
SFA
19
Sequoia Financial Advisors
Ohio
$14.3M +$69K +1,286 +0.5%
KW
20
KWB Wealth
California
$13.3M +$13.3M +247,374 New
UBS Group
21
UBS Group
Switzerland
$12.8M +$249K +4,651 +2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$12.3M -$26.5M -494,881 -68%
HFS
23
Horizon Financial Services
North Carolina
$12M +$884K +16,483 +8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$11.4M -$1.1M -20,429 -9%
PI
25
PFS Investments
Georgia
$11.4M -$41.2M -767,192 -78%
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