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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
$124M -$1.1M -25,396 -0.9%
LPL Financial
2
LPL Financial
California
$53.7M -$3.06M -70,783 -5%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$51.4M +$151K +3,494 +0.3%
TC
4
Trilogy Capital
California
$40.9M +$915K +21,187 +2%
HighTower Advisors
5
HighTower Advisors
Illinois
$37.4M +$4.29M +99,329 +13%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$36.5M -$10.8M -250,649 -23%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$29M -$18.4M -427,025 -39%
SC
8
Savant Capital
Illinois
$28.8M -$2.33M -53,945 -8%
PWMG
9
Prestige Wealth Management Group
New Jersey
$28.4M +$2.12M +49,059 +8%
PAG
10
Private Advisor Group
New Jersey
$21.5M -$1.67M -38,577 -7%
JP Morgan Chase
11
JP Morgan Chase
New York
$19.3M +$1.9M +44,034 +11%
SI
12
SimpliFi Inc
California
$19M -$18.3M -423,468 -49%
UBS Group
13
UBS Group
Switzerland
$17.7M -$23M -533,544 -57%
Morgan Stanley
14
Morgan Stanley
New York
$16.5M +$859K +19,902 +6%
FFA
15
First Foundation Advisors
California
$15.6M -$4.69M -108,578 -23%
Ameriprise
16
Ameriprise
Minnesota
$12.2M +$5.39M +124,874 +80%
AI
17
Atria Investments
North Carolina
$11.5M -$466K -10,798 -4%
IWP
18
Invenio Wealth Partners
Florida
$11.1M -$45.2K -1,047 -0.4%
Raymond James Financial
19
Raymond James Financial
Florida
$9.61M -$13.9K -323 -0.1%
SAM
20
Smartleaf Asset Management
Massachusetts
$9.11M -$26.9K -624 -0.3%
IA
21
Insight Advisors
Pennsylvania
$9.02M +$664K +15,387 +8%
GWM
22
GSB Wealth Management
Connecticut
$8.98M +$24.1K +558 +0.3%
HBS
23
Howard Bailey Securities
Indiana
$8.66M +$2.33M +53,928 +37%
DFP
24
Defined Financial Planning
California
$7M +$603K +13,963 +10%
KPWS
25
Kestra Private Wealth Services
Texas
$6.09M +$677K +15,687 +13%
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