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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RFG Advisory
Alabama
$92.8M +$16.2M +328,093 +20%
LPL Financial
2
LPL Financial
California
$75.5M +$9.54M +193,052 +14%
TC
3
Trilogy Capital
California
$46.4M +$46.2M +935,748 +2,723%
MMA
4
Miracle Mile Advisors
California
$34.9M +$7.68M +155,414 +27%
AWM
5
AE Wealth Management
Kansas
$34.6M -$831K -16,810 -2%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$27.5M +$4.3M +87,018 +18%
PWS
7
Private Wealth Strategies
Ohio
$26.6M -$291K -5,889 -1%
PWMG
8
Prestige Wealth Management Group
New Jersey
$23.8M -$9.49M -192,145 -28%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$21.7M -$580K -11,747 -3%
HI
10
Horizon Investments
North Carolina
$21.7M +$823K +16,652 +4%
Bank of America
11
Bank of America
North Carolina
$21.1M +$3.48M +70,390 +19%
EH
12
Equitable Holdings
New York
$17.1M +$1.53K +31 +0%
SC
13
Savant Capital
Illinois
$16.7M +$12.7M +257,363 +282%
Creative Planning
14
Creative Planning
Kansas
$15.9M -$3.71M -75,098 -18%
CFA
15
Capstone Financial Advisors
Illinois
$15.3M +$8.48M +171,568 +116%
KW
16
KWB Wealth
California
$14.6M -$66.4K -1,344 -0.5%
PI
17
PFS Investments
Georgia
$13.2M -$500K -10,114 -4%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$13.1M -$1.08M -21,858 -7%
SFA
19
Sequoia Financial Advisors
Ohio
$13.1M -$484K -9,796 -3%
IA
20
IFP Advisors
Florida
$11.5M +$7.05M +142,590 +153%
PAG
21
Private Advisor Group
New Jersey
$9.91M -$1.7M -34,458 -14%
WP
22
WealthSource Partners
California
$8.93M +$3.68M +74,514 +67%
Jane Street
23
Jane Street
New York
$8.89M +$2.81M +56,855 +44%
NWM
24
NEIRG Wealth Management
Massachusetts
$8.64M +$1.18M +23,792 +15%
CCA
25
Clearwater Capital Advisors
Illinois
$8.24M -$123K -2,480 -1%