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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
$103M +$4.68M +105,735 +5%
LPL Financial
2
LPL Financial
California
$65.1M +$9.78M +220,807 +18%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$57.8M +$6.71M +151,517 +13%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$54.5M +$928K +20,954 +2%
HighTower Advisors
5
HighTower Advisors
Illinois
$31.3M -$4.7M -106,018 -13%
PWMG
6
Prestige Wealth Management Group
New Jersey
$28M +$3.85K +87 +0%
SC
7
Savant Capital
Illinois
$26.3M -$713K -16,096 -3%
UBS Group
8
UBS Group
Switzerland
$23.8M +$1.44M +32,535 +6%
PAG
9
Private Advisor Group
New Jersey
$18.2M +$775K +17,493 +4%
FFA
10
First Foundation Advisors
California
$13.7M -$1.03M -23,241 -7%
Ameriprise
11
Ameriprise
Minnesota
$12.5M +$273K +6,161 +2%
AI
12
Atria Investments
North Carolina
$11.5M -$591K -13,335 -5%
GWM
13
GSB Wealth Management
Connecticut
$11.4M +$1.41M +31,767 +14%
Raymond James Financial
14
Raymond James Financial
Florida
$11.3M +$861K +19,441 +8%
CFG
15
Citizens Financial Group
Rhode Island
$10.8M +$260K +5,872 +2%
SAM
16
Smartleaf Asset Management
Massachusetts
$10.7M +$697K +15,735 +7%
WIM
17
WealthPlan Investment Management
Nebraska
$10.6M +$7.83M +176,654 +277%
Morgan Stanley
18
Morgan Stanley
New York
$10.6M +$190K +4,297 +2%
KPWS
19
Kestra Private Wealth Services
Texas
$10.3M +$1.36M +30,698 +15%
IA
20
Insight Advisors
Pennsylvania
$9.02M +$259K +5,850 +3%
BFG
21
Broussard Financial Group
Louisiana
$7.54M +$7.58M +171,121 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$6.67M +$2.23M +50,396 +50%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$6.54M +$352K +7,939 +6%
RA
24
RFG Advisory
Alabama
$6.46M +$429K +9,681 +7%
Stifel Financial
25
Stifel Financial
Missouri
$6.02M +$308K +6,951 +5%
1
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