WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #16 | $6.4M | 136,039 | $6.1M | 127,809 | +8,230+6.44% | Add | |
| ECLECTIC ASSOCIATES INC /ADV | 0.53% | 0.52% | #2 | $4.6M | 97,596 | $4.0M | 83,065 | +14,531+17.49% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #15 | $3.6M | 76,854 | $3.9M | 81,500 | -4,646-5.70% | Reduce | |
| Private Advisor Group, LLC | 0.01% | 0.02% | #8 | $3.1M | 64,570 | $4.1M | 85,593 | -21,023-24.56% | Reduce | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #17 | $3.0M | 62,385 | $1.9M | 40,762 | +21,623+53.05% | Add | |
| COLUMBIA ADVISORY PARTNERS LLC | 1.45% | 2.02% | #1 | $2.6M | 55,437 | $3.2M | 66,393 | -10,956-16.50% | Reduce | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #19 | $2.6M | 53,913 | $1.5M | 30,603 | +23,310+76.17% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #20 | $2.0M | 42,562 | $1.7M | 36,129 | +6,433+17.81% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #14 | $1.2M | 26,115 | $1.1M | 22,310 | +3,805+17.06% | Add | |
| HF Advisory Group, LLC | 0.35% | 0.37% | #3 | $1.1M | 24,096 | $1.1M | 23,061 | +1,035+4.49% | Add | |
| Insight Advisors, LLC/ PA | 0.16% | 0.15% | #4 | $917,021 | 19,378 | $813,475 | 17,097 | +2,281+13.34% | Add | |
| Kestra Advisory Services, LLC | <0.01% | <0.01% | #12 | $883,543 | 18,671 | $958,884 | 20,153 | -1,482-7.35% | Reduce | |
| Prime Capital Investment Advisors, LLC | 0.01% | 0.01% | #10 | $801,319 | 16,933 | $813,651 | 17,101 | -168-0.98% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #21 | $621,000 | 13,127 | $165,000 | 3,463 | +9,664+279.06% | Add | |
| WEBSTER BANK, N. A. | 0.05% | 0.05% | #6 | $614,865 | 12,993 | $548,311 | 11,524 | +1,469+12.75% | Add | |
| Winch Advisory Services, LLC | 0.1% | 0.11% | #5 | $481,093 | 10,166 | $481,587 | 10,122 | +44+0.43% | Add | |
| Bank of New York Mellon Corp | <0.01% | <0.01% | #25 | $321,554 | 6,795 | $349,096 | 7,337 | -542-7.39% | Reduce | |
| MORGAN STANLEY | <0.01% | <0.01% | #28 | $234,206 | 4,949 | $375,884 | 7,835 | -2,886-36.83% | Reduce | |
| Trilogy Capital Inc. | 0.01% | 0.01% | #9 | $206,895 | 4,372 | $215,040 | 4,520 | -148-3.27% | Reduce | |
| Smartleaf Asset Management LLC | <0.01% | <0.01% | #13 | $71,915 | 1,518 | $72,097 | 1,518 | 00.00% | Unchanged | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #30 | $48,086 | 1,015 | $47,068 | 991 | +24+2.42% | Add | |
| MERCER GLOBAL ADVISORS INC /ADV | <0.01% | — | #24 | $48,033 | 1,015 | $0 | 0 | +1,015 | New Buy | |
| LANARK FINANCIAL, INC. | <0.01% | 0.01% | #11 | $46,187 | 976 | $111,717 | 2,348 | -1,372-58.43% | Reduce | |
| AMERIFLEX GROUP, INC. | 0.02% | 0.02% | #7 | $37,976 | 802 | $38,183 | 802 | 00.00% | Unchanged | |
| FRANKLIN RESOURCES INC | <0.01% | <0.01% | #29 | $37,859 | 800 | $38,064 | 800 | 00.00% | Unchanged | |
| Integrated Wealth Concepts LLC | <0.01% | — | #23 | $12,921 | 273 | $0 | 0 | +273 | New Buy | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | <0.01% | <0.01% | #22 | $1,798 | 38 | $1,808 | 38 | 00.00% | Unchanged | |
| CoreCap Advisors, LLC | <0.01% | <0.01% | #27 | $521 | 11 | $523 | 11 | 00.00% | Unchanged | |
| Planning Strategies Inc. | <0.01% | — | #18 | $379 | 8 | $0 | 0 | +8 | New Buy | |
| Smallwood Wealth Investment Management, LLC | <0.01% | <0.01% | #26 | $69 | 1 | $69 | 1 | 00.00% | Unchanged | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #31 | $34 | 1 | $32 | 1 | 00.00% | Unchanged |