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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
RFG Advisory
Alabama
$83.3M +$32.1M +619,289 +62%
LPL Financial
2
LPL Financial
California
$71.5M +$486K +9,385 +0.7%
AWM
3
AE Wealth Management
Kansas
$38.2M +$4.9M +94,576 +15%
PWMG
4
Prestige Wealth Management Group
New Jersey
$35.6M +$1.51M +29,160 +4%
MMA
5
Miracle Mile Advisors
California
$29.7M -$2.89M -55,726 -9%
PWS
6
Private Wealth Strategies
Ohio
$29M -$243K -4,696 -0.8%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$25.2M +$25.3M +487,403 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$24M +$142K +2,736 +0.6%
HI
9
Horizon Investments
North Carolina
$22.6M +$1.12M +21,679 +5%
Creative Planning
10
Creative Planning
Kansas
$21.1M +$20.7M +399,900 +4,998%
Bank of America
11
Bank of America
North Carolina
$19.2M +$515K +9,945 +3%
EH
12
Equitable Holdings
New York
$18.4M -$148K -2,854 -0.8%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$15.3M -$254K -4,910 -2%
PI
14
PFS Investments
Georgia
$14.8M +$1.24M +23,864 +9%
KW
15
KWB Wealth
California
$14.6M +$446K +8,602 +3%
SFA
16
Sequoia Financial Advisors
Ohio
$14.6M +$10.3M +199,298 +238%
Wells Fargo
17
Wells Fargo
California
$14M -$414K -7,979 -3%
JFS
18
JD Financial Services
Pennsylvania
$13M -$201K -3,886 -2%
SWP
19
Stratos Wealth Partners
Ohio
$13M +$4.52M +87,166 +53%
PAG
20
Private Advisor Group
New Jersey
$12.5M -$8.96M -172,969 -42%
Morgan Stanley
21
Morgan Stanley
New York
$11.3M -$193K -3,717 -2%
AAS
22
Avantax Advisory Services
Texas
$9.18M +$483K +9,311 +6%
CCA
23
Clearwater Capital Advisors
Illinois
$9.02M -$61.2K -1,181 -0.7%
GSEP
24
Golden State Equity Partners
California
$8.82M +$3.59M +69,292 +68%
UBS Group
25
UBS Group
Switzerland
$8.66M -$5.27M -101,592 -38%
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