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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWC
26
Adamsbrown Wealth Consultants
Kansas
$1.01M +$68.9K +3,152 +7%
CIAS
27
Capital Investment Advisory Services
North Carolina
$964K
SPC
28
Sigma Planning Corp
Michigan
$879K -$190K -8,670 -18%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$862K -$15.6M -711,746 -95%
EP
30
Eudaimonia Partners
Tennessee
$769K -$8.74K -400 -1%
EAM
31
Empirical Asset Management
Massachusetts
$726K +$730K +33,378 New
CAL
32
Capital Analysts LLC
Pennsylvania
$692K +$31.1K +1,422 +5%
CFD
33
Creative Financial Designs
Indiana
$644K +$229K +10,454 +55%
NWM
34
NEIRG Wealth Management
Massachusetts
$536K -$10.5K -482 -2%
FIA
35
Foundations Investment Advisors
Arizona
$512K +$515K +23,542 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$509K -$33.4K -1,528 -6%
WP
37
WealthShield Partners
North Carolina
$479K +$481K +22,008 New
KAS
38
Kestra Advisory Services
Texas
$407K +$408K +18,680 New
CAN
39
Cetera Advisor Networks
California
$389K -$228K -10,412 -37%
SPWG
40
Syntegra Private Wealth Group
Missouri
$380K
IFA
41
Interactive Financial Advisors
Illinois
$372K +$11.1K +506 +3%
VAFP
42
Vahanian & Associates Financial Planning
New York
$360K -$53.9K -2,464 -13%
FWSM
43
First Wilshire Securities Management
California
$357K
WA
44
Win Advisors
Florida
$348K +$350K +16,008 New
GSEP
45
Golden State Equity Partners
California
$342K +$344K +15,724 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$323K +$29.2K +1,334 +10%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$293K +$294K +13,450 New
FTUS
48
Flow Traders U.S.
New York
$288K +$289K +13,230 New
FRA
49
Front Row Advisors
California
$67K +$13.1K +600 +24%
AAS
50
Ameritas Advisory Services
Nebraska
$39.8K +$39.9K +1,826 New