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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1
AJ Wealth Strategies
New York
$83.9M +$81.3M +1,787,253 +1,989%
RA
2
RFG Advisory
Alabama
$83.6M -$4.73M -104,012 -5%
LPL Financial
3
LPL Financial
California
$69.4M -$1.08M -23,692 -2%
SC
4
Savant Capital
Illinois
$49.9M +$34.9M +767,204 +220%
TC
5
Trilogy Capital
California
$44M +$639K +14,055 +1%
MMA
6
Miracle Mile Advisors
California
$36.8M +$4.17M +91,687 +13%
Bank of America
7
Bank of America
North Carolina
$32.7M +$13.1M +288,750 +65%
AWM
8
AE Wealth Management
Kansas
$32M -$308K -6,766 -0.9%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$29.9M +$4.32M +94,992 +17%
PWS
10
Private Wealth Strategies
Ohio
$23.2M -$1.62M -35,565 -6%
PWMG
11
Prestige Wealth Management Group
New Jersey
$22.1M -$188K -4,140 -0.8%
EH
12
Equitable Holdings
New York
$15.5M -$435K -9,557 -3%
WP
13
WealthSource Partners
California
$14.3M +$6.07M +133,446 +72%
OMC
14
Old Mission Capital
Illinois
$13.4M +$13.6M +299,842 New
KW
15
KWB Wealth
California
$13M +$354K +7,792 +3%
IA
16
IFP Advisors
Florida
$11.5M
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$11.3M -$9.08M -199,712 -44%
SFA
18
Sequoia Financial Advisors
Ohio
$11.3M -$899K -19,759 -7%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$10.8M -$1.46M -32,064 -12%
PAG
20
Private Advisor Group
New Jersey
$10.4M +$1.12M +24,560 +12%
Creative Planning
21
Creative Planning
Kansas
$10.2M -$4.75M -104,366 -31%
CCA
22
Clearwater Capital Advisors
Illinois
$7.39M -$315K -6,925 -4%
Jane Street
23
Jane Street
New York
$7.29M -$1.04M -22,791 -12%
Morgan Stanley
24
Morgan Stanley
New York
$7.25M +$194K +4,259 +3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$7.2M +$831K +18,268 +13%