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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$173M +$14.1M +323,983 +9%
LPL Financial
2
LPL Financial
California
$53.1M -$9.25M -212,968 -15%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$50.5M +$1.11M +25,608 +2%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$46.6M +$13.9M +319,942 +42%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$38.4M +$7.06M +162,587 +23%
SI
6
SimpliFi Inc
California
$38.3M +$875K +20,144 +2%
UBS Group
7
UBS Group
Switzerland
$37.4M +$4.92M +113,331 +15%
SC
8
Savant Capital
Illinois
$35.4M -$2.18M -50,269 -6%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$32.8M +$8.37M +192,814 +34%
TC
10
Trilogy Capital
California
$30.9M +$631K +14,530 +2%
HighTower Advisors
11
HighTower Advisors
Illinois
$29.5M +$29.5M +678,450 New
PWMG
12
Prestige Wealth Management Group
New Jersey
$26M +$2.68M +61,833 +11%
PAG
13
Private Advisor Group
New Jersey
$23.9M -$431K -9,919 -2%
Morgan Stanley
14
Morgan Stanley
New York
$22.5M +$4.22M +97,233 +23%
FFA
15
First Foundation Advisors
California
$17.2M +$5.08M +117,023 +42%
SF
16
Symphony Financial
Texas
$13.4M +$1.83M +42,215 +16%
Jane Street
17
Jane Street
New York
$9.84M +$7.18M +165,315 +269%
SWM
18
Schwallier Wealth Management
Michigan
$9.8M -$1.77M -40,753 -15%
AWM
19
AE Wealth Management
Kansas
$9.34M -$22.4M -515,357 -71%
IWP
20
Invenio Wealth Partners
Florida
$8.42M +$2.77M +63,744 +49%
SAM
21
Smartleaf Asset Management
Massachusetts
$8.23M +$1.76M +40,476 +27%
AI
22
Atria Investments
North Carolina
$7.61M +$958K +22,068 +14%
SFA
23
Sequoia Financial Advisors
Ohio
$7.08M -$386K -8,888 -5%
Citadel Advisors
24
Citadel Advisors
Florida
$5.76M +$5.77M +132,798 New
Stifel Financial
25
Stifel Financial
Missouri
$5.51M +$3.93M +90,628 +249%
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