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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$98.4M +$1.81M +41,426 +2%
LPL Financial
2
LPL Financial
California
$55.6M +$1.4M +31,863 +3%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$53.8M +$1.57M +35,958 +3%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$51.4M +$12.7M +290,513 +33%
HighTower Advisors
5
HighTower Advisors
Illinois
$36.1M -$1.95M -44,531 -5%
PWMG
6
Prestige Wealth Management Group
New Jersey
$28.1M +$287K +6,556 +1%
SC
7
Savant Capital
Illinois
$27.2M -$805K -18,386 -3%
UBS Group
8
UBS Group
Switzerland
$22.5M +$1.49M +34,005 +7%
PAG
9
Private Advisor Group
New Jersey
$17.5M +$43.4K +991 +0.3%
FFA
10
First Foundation Advisors
California
$14.8M -$457K -10,427 -3%
Ameriprise
11
Ameriprise
Minnesota
$12.3M +$150K +3,421 +1%
AI
12
Atria Investments
North Carolina
$12.2M +$1.08M +24,638 +10%
HBS
13
Howard Bailey Securities
Indiana
$10.7M +$1.37M +31,305 +15%
CFG
14
Citizens Financial Group
Rhode Island
$10.6M +$198K +4,522 +2%
Raymond James Financial
15
Raymond James Financial
Florida
$10.5M -$935K -21,363 -8%
Morgan Stanley
16
Morgan Stanley
New York
$10.4M +$644K +14,699 +7%
GWM
17
GSB Wealth Management
Connecticut
$10M +$688K +15,710 +7%
SAM
18
Smartleaf Asset Management
Massachusetts
$9.99M +$366K +8,351 +4%
KPWS
19
Kestra Private Wealth Services
Texas
$9.02M +$1.54M +35,252 +21%
IA
20
Insight Advisors
Pennsylvania
$8.81M +$38K +869 +0.4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$7.56M +$770K +17,578 +11%
WA
22
Waverly Advisors
Alabama
$7.29M +$893K +20,386 +14%
DFP
23
Defined Financial Planning
California
$6.73M +$616K +14,066 +10%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$6.22M -$3.88M -88,611 -39%
RA
25
RFG Advisory
Alabama
$6.06M +$166K +3,785 +3%