We are live on ! Find out more
AGGY icon

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 +$2.29M +51,948 +2%
LPL Financial
2
LPL Financial
California
$65.3M +$1.14M +25,942 +2%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$55.9M +$2.15M +48,803 +4%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$54.7M -$2.36M -53,641 -4%
PWMG
5
Prestige Wealth Management Group
New Jersey
$29.8M +$2.27M +51,433 +8%
PCIA
6
Prime Capital Investment Advisors
Kansas
$29.4M +$29.8M +675,916 New
HighTower Advisors
7
HighTower Advisors
Illinois
$27.2M -$3.64M -82,728 -12%
SC
8
Savant Capital
Illinois
$25.5M -$418K -9,496 -2%
UBS Group
9
UBS Group
Switzerland
$25.4M +$1.96M +44,426 +8%
WIM
10
WealthPlan Investment Management
Nebraska
$22.1M +$11.8M +267,307 +111%
PAG
11
Private Advisor Group
New Jersey
$18.8M +$822K +18,657 +5%
FFA
12
First Foundation Advisors
California
$13.9M +$461K +10,464 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$12.3M +$1.16M +26,411 +10%
CFG
14
Citizens Financial Group
Rhode Island
$11.6M +$1M +22,770 +9%
Ameriprise
15
Ameriprise
Minnesota
$11.5M -$852K -19,341 -7%
GWM
16
GSB Wealth Management
Connecticut
$11.5M +$284K +6,456 +2%
Morgan Stanley
17
Morgan Stanley
New York
$11.5M +$1.06M +24,151 +10%
AI
18
Atria Investments
North Carolina
$11.4M +$75.7K +1,719 +0.7%
KPWS
19
Kestra Private Wealth Services
Texas
$11.2M +$1.03M +23,485 +10%
SAM
20
Smartleaf Asset Management
Massachusetts
$10.9M +$418K +9,482 +4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$9.1M +$2.55M +57,867 +38%
BFG
22
Broussard Financial Group
Louisiana
$7.98M +$551K +12,512 +7%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$6.91M +$464K +10,525 +7%
RA
24
RFG Advisory
Alabama
$6.59M +$225K +5,118 +3%
Stifel Financial
25
Stifel Financial
Missouri
$5.89M -$48.5K -1,101 -0.8%
1
2 3 4 5