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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$202K -$115K -2,448 -36%
Morgan Stanley
27
Morgan Stanley
New York
$198K +$5.55K +118 +3%
AWM
28
Avior Wealth Management
Nebraska
$98.9K -$2.96K -63 -3%
FFA
29
Farther Finance Advisors
California
$47.1K -$23.4K -497 -33%
Citigroup
30
Citigroup
New York
$34.3K +$3.53K +75 +11%
WP
31
WealthPLAN Partners
Nebraska
$20K +$20.1K +428 New
GEA
32
Glen Eagle Advisors
New Jersey
$18.5K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$13K
Franklin Resources
34
Franklin Resources
California
$9.33K
HI
35
Harbour Investments
Wisconsin
$7.63K +$94 +2 +1%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.54K +54 New
CFD
37
Creative Financial Designs
Indiana
$2.89K -$1.93K -41 -40%
NA
38
NewEdge Advisors
Louisiana
$1.96K
Fidelity Investments
39
Fidelity Investments
Massachusetts
$1.49K +$1.46K +31 +3,100%
EWM
40
EPG Wealth Management
Georgia
$466 -$2.07K -44 -81%
MA
41
Mutual Advisors
Nebraska
-$861K -18,258 Closed
SFA
42
Sequoia Financial Advisors
Ohio
-$293K -6,222 Closed
ASN
43
Advisory Services Network
Georgia
-$78.8K -1,670 Closed
GAG
44
Goodman Advisory Group
Massachusetts
-$59.3K -1,257 Closed
UBS Group
45
UBS Group
Switzerland
-$35K -742 Closed
PTC
46
Private Trust Company
Ohio
-$33.3K -707 Closed