We are live on ! Find out more
AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$71.4M +$4.53M +86,045 +7%
RA
2
RFG Advisory
Alabama
$51.5M +$9.73M +184,891 +23%
PWMG
3
Prestige Wealth Management Group
New Jersey
$34.3M +$182K +3,460 +0.5%
AWM
4
AE Wealth Management
Kansas
$33.5M -$2.02M -38,393 -6%
MMA
5
Miracle Mile Advisors
California
$32.7M +$826K +15,711 +3%
CCP
6
Cardan Capital Partners
Colorado
$30.1M +$105K +1,996 +0.3%
PWS
7
Private Wealth Strategies
Ohio
$29.4M +$1.09M +20,809 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$27.8M +$1.77M +33,563 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$24M +$11M +209,659 +83%
HI
10
Horizon Investments
North Carolina
$21.5M -$489K -9,299 -2%
PAG
11
Private Advisor Group
New Jersey
$21.5M +$9.64M +183,296 +79%
Bank of America
12
Bank of America
North Carolina
$18.8M +$1.83M +34,855 +11%
EH
13
Equitable Holdings
New York
$18.7M +$21.3K +404 +0.1%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$15.6M +$11.6M +220,272 +273%
Wells Fargo
15
Wells Fargo
California
$14.5M +$244K +4,634 +2%
KW
16
KWB Wealth
California
$14.3M +$1.09M +20,669 +8%
UBS Group
17
UBS Group
Switzerland
$14M -$654K -12,434 -4%
PI
18
PFS Investments
Georgia
$13.7M +$694K +13,197 +5%
JFS
19
JD Financial Services
Pennsylvania
$13.3M +$825K +15,690 +7%
Morgan Stanley
20
Morgan Stanley
New York
$11.6M +$188K +3,582 +2%
CCA
21
Clearwater Capital Advisors
Illinois
$9.13M -$34.9K -664 -0.4%
AAS
22
Avantax Advisory Services
Texas
$8.74M +$1.03M +19,635 +13%
SWP
23
Stratos Wealth Partners
Ohio
$8.55M +$415K +7,894 +5%
LFPWM
24
Leicht Financial Planning & Wealth Management
New Jersey
$8.11M -$98.1K -1,864 -1%
NEIRG
25
New England Investment & Retirement Group
Massachusetts
$7.51M +$495K +9,413 +7%