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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG

Name Holding Trade Value Shares
Change 		Change in
Stake
KW
1
KWB Wealth
California
$14.6M +$1.23M +24,027 +9%
LPL Financial
2
LPL Financial
California
$11.1M +$1.39M +27,148 +14%
Bank of America
3
Bank of America
North Carolina
$9.77M -$1.19M -23,291 -11%
Wells Fargo
4
Wells Fargo
California
$9.05M +$2.61M +50,963 +40%
PMG
5
ProVise Management Group
Florida
$4.91M -$4.76K -93 -0.1%
PCWA
6
Pacific Capital Wealth Advisors
California
$2.92M -$99.8K -1,948 -3%
Jane Street
7
Jane Street
New York
$2.76M +$127K +2,480 +5%
SC
8
Savant Capital
Illinois
$1.84M -$48.5K -947 -3%
OIA
9
OneDigital Investment Advisors
Kansas
$1.73M -$119K -2,316 -6%
Citadel Advisors
10
Citadel Advisors
Florida
$1.66M -$1.22M -23,804 -42%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.27M +$760K +14,833 +146%
PAG
12
Pinnacle Advisory Group
Maryland
$964K +$408K +7,974 +73%
Osaic Holdings
13
Osaic Holdings
Arizona
$836K -$55.1K -1,075 -6%
MCC
14
Money Concepts Capital
Florida
$712K -$72.8K -1,422 -9%
IWC
15
Integrated Wealth Concepts
Massachusetts
$674K +$322K +6,290 +91%
IA
16
Insight Advisors
Pennsylvania
$634K +$59K +1,151 +10%
FHC
17
First Heartland Consultants
Missouri
$589K +$592K +11,549 New
EWM
18
Evercore Wealth Management
New York
$453K – – –
WB
19
Webster Bank
Connecticut
$401K +$70.4K +1,375 +21%
NC
20
NewSquare Capital
Pennsylvania
$249K +$40.5K +790 +19%
Creative Planning
21
Creative Planning
Kansas
$246K – – –
TA
22
TrueWealth Advisors
Alabama
$221K – – –
SWA
23
SFMG Wealth Advisors
Texas
$204K -$51.2K -1,000 -20%
RG
24
Retirement Group
California
$191K -$33.2K -648 -15%
WAS
25
Winch Advisory Services
Wisconsin
$83K +$70.4K +1,374 +545%
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