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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1
Theory Financial
Colorado
$14.3M +$14.3M +282,804 New
Wells Fargo
2
Wells Fargo
California
$12.5M -$6.41M -126,353 -34%
FPOC
3
Financial Planners of Cleveland
Ohio
$10.9M +$11M +216,522 New
Citadel Advisors
4
Citadel Advisors
Florida
$8.14M +$4.19M +82,722 +105%
CAN
5
Cetera Advisor Networks
California
$7.72M +$236K +4,656 +3%
LPL Financial
6
LPL Financial
California
$7.05M -$6.24M -123,086 -47%
Bank of America
7
Bank of America
North Carolina
$5.71M -$1.65M -32,593 -22%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$5.22M +$2.16M +42,554 +70%
PMG
9
ProVise Management Group
Florida
$4.72M -$17K -335 -0.4%
KW
10
KWB Wealth
California
$4.19M -$2.38M -46,909 -36%
Jane Street
11
Jane Street
New York
$3.19M +$1.82M +35,900 +132%
PAG
12
Private Advisor Group
New Jersey
$2.94M +$1.84M +36,311 +166%
PCWA
13
Pacific Capital Wealth Advisors
California
$2.02M – – –
JFS
14
JD Financial Services
Pennsylvania
$1.97M +$1.98M +39,060 New
KAS
15
Kestra Advisory Services
Texas
$1.93M -$4.48M -88,426 -70%
OIA
16
OneDigital Investment Advisors
Kansas
$1.59M -$78.6K -1,551 -5%
SC
17
Savant Capital
Illinois
$1.55M -$129K -2,537 -8%
CWM
18
Congress Wealth Management
Massachusetts
$1.51M +$1.52M +29,912 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.1M -$889K -17,530 -45%
TC
20
Trilogy Capital
California
$1.03M +$1.04M +20,473 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$867K -$597K -11,775 -41%
MCC
22
Money Concepts Capital
Florida
$783K +$785K +15,491 New
IA
23
Insight Advisors
Pennsylvania
$527K -$2.18K -43 -0.4%
MA
24
Mutual Advisors
Nebraska
$524K -$659 -13 -0.1%
SPA
25
Shore Point Advisors
New Jersey
$450K +$452K +8,908 New
1
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