We are live on ! Find out more
AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$67.2M +$2.07M +39,487 +3%
SI
2
SimpliFi Inc
California
$49.2M +$1.39M +26,507 +3%
MMA
3
Miracle Mile Advisors
California
$38.9M +$696K +13,278 +2%
PWMG
4
Prestige Wealth Management Group
New Jersey
$33.6M +$794K +15,151 +2%
RA
5
RFG Advisory
Alabama
$31.6M +$12.7M +241,553 +64%
AWM
6
AE Wealth Management
Kansas
$28M -$17M -325,143 -37%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$26.8M +$2.28M +43,456 +9%
PWS
8
Private Wealth Strategies
Ohio
$26.8M +$5.08M +96,955 +23%
Citadel Advisors
9
Citadel Advisors
Florida
$21.7M +$5.45M +103,963 +33%
HI
10
Horizon Investments
North Carolina
$20.1M +$20.6M +392,180 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$18.6M – – –
EH
12
Equitable Holdings
New York
$18.1M -$283K -5,397 -2%
Bank of America
13
Bank of America
North Carolina
$15.7M -$259K -4,937 -2%
SFA
14
Sequoia Financial Advisors
Ohio
$14.3M +$696K +13,279 +5%
Morgan Stanley
15
Morgan Stanley
New York
$13.7M -$378K -7,222 -3%
UBS Group
16
UBS Group
Switzerland
$13.5M +$1.35M +25,796 +11%
KW
17
KWB Wealth
California
$13.1M +$462K +8,809 +4%
HFS
18
Horizon Financial Services
North Carolina
$12.6M +$1.17M +22,288 +10%
Wells Fargo
19
Wells Fargo
California
$12.6M -$6.29M -119,963 -33%
PI
20
PFS Investments
Georgia
$12.1M +$1.18M +22,439 +10%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$12M +$290K +5,536 +2%
CCA
22
Clearwater Capital Advisors
Illinois
$10.1M -$11.6M -221,895 -53%
PAG
23
Private Advisor Group
New Jersey
$9.25M +$507K +9,667 +6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$8.51M -$2.41M -46,028 -22%
ACM
25
Ashford Capital Management
Delaware
$8.31M -$7.95M -151,706 -48%
1
2 3 4 5