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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$102K -$5.59K -117 -5%
Osaic Holdings
27
Osaic Holdings
Arizona
$43K -$14.5K -304 -25%
PTC
28
Private Trust Company
Ohio
$34K +$33.8K +707 New
GEA
29
Glen Eagle Advisors
New Jersey
$24.3K
IWP
30
IAG Wealth Partners
Wisconsin
$24K
RG
31
Retirement Group
California
$24K +$96 +2 +0.4%
YAL
32
Your Advocates Ltd
Texas
$20K
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$17K +$16.7K +350 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$14K -$11.3K -237 -45%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$12K +$12.3K +258 New
HI
36
Harbour Investments
Wisconsin
$8K +$7.65K +160 New
CFD
37
Creative Financial Designs
Indiana
$7K -$8.89K -186 -56%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$7K
HWMA
39
Heritage Wealth Management (Arizona)
Arizona
$6.38K
AW
40
ACG Wealth
Georgia
$2K +$2.1K +44 New
CA
41
CoreCap Advisors
Michigan
$1K +$526 +11 New
FPOC
42
Financial Planners of Cleveland
Ohio
-$6.51M -134,198 Closed
KW
43
KWB Wealth
California
-$4.19M -82,988 Closed
MFG
44
Merit Financial Group
Georgia
-$790K -16,305 Closed
KAS
45
Kestra Advisory Services
Texas
-$541K -11,166 Closed
SPA
46
Shore Point Advisors
New Jersey
-$443K -9,139 Closed
TA
47
TrueWealth Advisors
Alabama
-$201K -3,977 Closed
GWM
48
Geneos Wealth Management
Colorado
-$12K -250 Closed
EWM
49
EPG Wealth Management
Georgia
-$5K -107 Closed
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
-$1.17K -24 Closed