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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
$183M +$751K +17,012 +0.4%
LPL Financial
2
LPL Financial
California
$52M -$2.41M -54,619 -4%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$50.7M +$151K +3,420 +0.3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$48.5M +$4.86M +110,014 +11%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$44.5M +$5.46M +123,671 +14%
UBS Group
6
UBS Group
Switzerland
$41M +$434K +9,834 +1%
TC
7
Trilogy Capital
California
$38.9M +$5.38M +121,783 +16%
SI
8
SimpliFi Inc
California
$38M +$392K +8,866 +1%
SC
9
Savant Capital
Illinois
$33.2M -$440K -9,968 -1%
HighTower Advisors
10
HighTower Advisors
Illinois
$32.5M +$1.49M +33,853 +5%
PWMG
11
Prestige Wealth Management Group
New Jersey
$26.2M +$122K +2,758 +0.5%
PAG
12
Private Advisor Group
New Jersey
$23M -$726K -16,440 -3%
FFA
13
First Foundation Advisors
California
$19.4M +$855K +19,361 +5%
SF
14
Symphony Financial
Texas
$16.6M +$1.57M +35,487 +11%
Morgan Stanley
15
Morgan Stanley
New York
$16.1M +$1.33M +30,078 +9%
JP Morgan Chase
16
JP Morgan Chase
New York
$11.7M +$6.89M +156,038 +148%
SWM
17
Schwallier Wealth Management
Michigan
$11.3M +$544K +12,322 +5%
IWP
18
Invenio Wealth Partners
Florida
$10.6M +$886K +20,074 +9%
AI
19
Atria Investments
North Carolina
$10M +$1.81M +40,973 +22%
SAM
20
Smartleaf Asset Management
Massachusetts
$8.78M +$34.3K +776 +0.4%
BFG
21
Beacon Financial Group
Texas
$8.03M +$5.68M +128,668 +253%
GWM
22
GSB Wealth Management
Connecticut
$7.91M +$1.22M +27,562 +18%
RJA
23
Raymond James & Associates
Florida
$7.7M +$1.77M +40,172 +30%
IA
24
Insight Advisors
Pennsylvania
$7.11M +$1.1M +24,861 +19%
Stifel Financial
25
Stifel Financial
Missouri
$6.75M +$1.21M +27,351 +22%
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