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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$67.3M -$1.21M -23,271 -2%
RA
2
RFG Advisory
Alabama
$42.1M +$9.81M +189,328 +31%
AWM
3
AE Wealth Management
Kansas
$35.6M +$7.04M +135,858 +25%
PWMG
4
Prestige Wealth Management Group
New Jersey
$34.3M +$59.7K +1,152 +0.2%
MMA
5
Miracle Mile Advisors
California
$32.1M -$7.54M -145,579 -19%
CCP
6
Cardan Capital Partners
Colorado
$30.2M +$29.9M +577,764 New
PWS
7
Private Wealth Strategies
Ohio
$28.4M +$1.16M +22,419 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$26.2M -$1.09M -21,035 -4%
HI
9
Horizon Investments
North Carolina
$22.1M +$1.68M +32,498 +8%
EH
10
Equitable Holdings
New York
$18.7M +$241K +4,647 +1%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$18.6M
Bank of America
12
Bank of America
North Carolina
$17M +$991K +19,126 +6%
SFA
13
Sequoia Financial Advisors
Ohio
$15M +$483K +9,321 +3%
UBS Group
14
UBS Group
Switzerland
$14.7M +$904K +17,446 +7%
Wells Fargo
15
Wells Fargo
California
$14.4M +$1.54M +29,765 +12%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$13.2M +$929K +17,936 +8%
PI
17
PFS Investments
Georgia
$13.1M +$602K +11,615 +5%
KW
18
KWB Wealth
California
$13M -$104K -2,002 -0.8%
JFS
19
JD Financial Services
Pennsylvania
$12.5M +$8.59M +165,754 +222%
PAG
20
Private Advisor Group
New Jersey
$12.1M +$2.62M +50,551 +28%
Morgan Stanley
21
Morgan Stanley
New York
$11.5M -$2.44M -47,137 -18%
CCA
22
Clearwater Capital Advisors
Illinois
$9.21M -$1.04M -20,089 -10%
OMC
23
Old Mission Capital
Illinois
$8.56M +$2.54M +48,952 +43%
LFPWM
24
Leicht Financial Planning & Wealth Management
New Jersey
$8.19M +$1.16M +22,471 +17%
SWP
25
Stratos Wealth Partners
Ohio
$8.19M +$1.17M +22,493 +17%