WISDOMTREE YIELD ENHANCED US - Security Detail

Security Name:	WISDOMTREE YIELD ENHANCED US
Ticker:	AGGY
Security Type:	OTHER
Exchange:	US
CUSIP:	97717X511

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$0.80B	-	149	-
2024-09-30	$0.89B	+11.6%	150	+0.7%
2024-12-31	$0.76B	-15.0%	113	-24.7%

Institution	Value	Shares	% of Portfolio
SCHWALLIER WEALTH MANAGEMENT LLC	$11.1M	259K	8.5%
DEFINED FINANCIAL PLANNING LLC	$6.3M	146K	6.7%
PRESTIGE WEALTH MANAGEMENT GROUP LLC	$25.9M	604K	5.4%
INVENIO WEALTH PARTNERS LLC	$11.0M	256K	4.6%
HOWARD BAILEY SECURITIES, LLC	$6.2M	145K	2.3%
TRILOGY CAPITAL INC.	$39.5M	921K	2.0%
AMERICAN FINANCIAL & TAX STRATEGIES INC	$3.0M	69K	1.6%
INSIGHT ADVISORS, LLC/ PA	$8.3M	192K	1.4%
SMARTLEAF ASSET MANAGEMENT LLC	$9.1M	210K	0.9%
FIRST FOUNDATION ADVISORS	$20.0M	467K	0.8%
ALTERNA WEALTH MANAGEMENT, INC	$0.9M	20K	0.7%
OPAL WEALTH ADVISORS, LLC	$1.9M	44K	0.6%
BEACON FINANCIAL GROUP	$4.1M	96K	0.5%
SNS FINANCIAL GROUP, LLC	$4.2M	97K	0.4%
FREEDOM INVESTMENT MANAGEMENT, INC.	$5.0M	116K	0.4%
ARMIS ADVISERS, LLC	$3.2M	73K	0.4%
JT STRATFORD LLC	$2.1M	49K	0.4%
GOLDEN STATE WEALTH MANAGEMENT, LLC	$2.4M	55K	0.4%
WEALTHPLAN INVESTMENT MANAGEMENT, LLC	$2.8M	65K	0.3%
C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	$3.3M	11K	0.3%
LIONSHEAD WEALTH MANAGEMENT, LLC	$0.4M	8K	0.3%
BEACON FINANCIAL ADVISORY LLC	$0.8M	18K	0.3%
SAVANT CAPITAL, LLC	$30.8M	716K	0.2%
PINNACLE FINANCIAL GROUP, LLC / IL	$0.6M	14K	0.2%
CWM, LLC	$50.6M	1,179K	0.2%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
MTGP	US	WISDOMTREE MTGE PLUS BOND	0.111	3	27
QSIG	US	WISDOMTREE US SHORT TERM COR	0.095	2	21
QHY	US	WISDOMTREE US HIGH YIELD COR	0.064	3	47
USMF	US	WISDOMTREE US MULTIFACTOR FU	0.039	2	51
IQDG	US	WISDOMTREE INTL QLTY DVD GRW	0.031	3	98
QGRW	US	WISDOMTREE US QUALITY GROWTH	0.027	2	73
EES	US	WISDOMTREE US SMALLCAP FUND	0.025	3	118
XSOE	US	WISDMTREE EMERG MKT EX-ST OW	0.024	4	170
DXJ	US	WISDOMTREE JAPAN HEDGED EQ	0.012	3	248
DGS	US	WISDOMTREE EM SMALL CAP	0.011	2	188
DGRW	US	WISDOMTREE U.S. QUALITY DIVI	0.010	5	510
IHDG	US	WISDOMTREE INTERNATIONAL HED	0.010	2	206
DON	US	WISDOMTREE US MIDCAP DIVIDEN	0.010	3	313
MDYV	US	SPDR S&P 400 MID CAP VALUE E	0.007	2	270
SLYV	US	SPDR S&P 600 SMALL CAP VALUE	0.007	3	419
MDYG	US	SPDR S&P 400 MID CAPGROWTH E	0.007	2	280
XMHQ	US	INVESCO S&P MIDCAP QUAL ETF	0.007	2	290
FTSM	US	FIRST TRUST ENH SHORT MAT FD	0.006	2	326
USIG	US	ISHARES BROAD USD INVESTMENT	0.006	2	340
TLH	US	ISHARES 10-20 YEAR TREASURY	0.006	2	345
SLYG	US	SPDR S&P 600 SMALL CAP GROWT	0.006	2	352
CALF	US	PACER US SMALL CAP CASH COWS	0.005	2	385
USFR	US	WISDOMTREE FLOATING RATE TRE	0.005	2	402
SPHQ	US	INVESCO S&P 500 QUALITY ETF	0.005	2	440
SPDW	US	SPDR PORTFOLIO DEVELOPED WOR	0.004	3	678