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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
SHAG
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Envestnet Asset Management
Chicago,
Illinois
| $245K | -$52K | -1,009 | -17% |
|
|
RG
27
Retirement Group
San Diego,
California
| $226K | -$45K | -874 | -17% |
|
|
TA
28
TrueWealth Advisors
Birmingham,
Alabama
| $222K | +$222K | +4,321 | New |
|
|
NC
29
NewSquare Capital
Newtown Square,
Pennsylvania
| $210K | +$97.1K | +1,885 | +85% |
|
30
Morgan Stanley
New York
| $126K | +$87.3K | +1,695 | +223% |
|
31
UBS Group
Zurich,
Switzerland
| $54K | +$53.9K | +1,047 | New |
|
|
SFS
32
Sowell Financial Services
North Little Rock,
Arkansas
| $50K | – | – | – |
|
|
GEA
33
Glen Eagle Advisors
Kingston,
New Jersey
| $26.3K | – | – | – |
|
|
PFGIA
34
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $23K | – | – | – |
|
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | – | – | – |
|
|
WAS
36
Winch Advisory Services
Appleton,
Wisconsin
| $13K | +$103 | +2 | +0.8% |
|
|
GWM
37
Geneos Wealth Management
Englewood,
Colorado
| $12K | +$5.15K | +100 | +67% |
|
38
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$75K | -1,450 | Closed |
|