We are live on ! Find out more
AGZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Cape Investment Advisory
Georgia
$988K -$117K -5,292 -11%
PAG
27
Private Advisor Group
New Jersey
$977K -$82.2K -3,712 -8%
LFGH
28
Lee Financial Group Hawaii
Hawaii
$888K +$76.4K +3,450 +9%
EAM
29
Empirical Asset Management
Massachusetts
$770K -$14.3K -646 -2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$686K +$466K +21,056 +206%
KAS
31
Kestra Advisory Services
Texas
$617K +$132K +5,959 +27%
SPC
32
Sigma Planning Corp
Michigan
$614K -$302K -13,654 -33%
GS
33
GTS Securities
Florida
$564K +$570K +25,729 New
IFA
34
Interactive Financial Advisors
Illinois
$496K -$242K -10,925 -64%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$487K +$13.2K +595 +3%
MLRA
36
Main Line Retirement Advisors
Montana
$405K +$393K +17,731 New
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$399K
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$397K +$127K +5,738 +46%
SPWG
39
Syntegra Private Wealth Group
Missouri
$383K
FWSM
40
First Wilshire Securities Management
California
$359K
GAG
41
Goodman Advisory Group
Massachusetts
$343K -$1.99M -89,968 -85%
CW
42
Connectus Wealth
Ohio
$312K -$16.7K -754 -5%
PAS
43
Park Avenue Securities
New York
$311K +$315K +14,207 New
RFN
44
RDA Financial Network
Iowa
$290K -$6.67K -301 -2%
Truist Financial
45
Truist Financial
North Carolina
$287K +$289K +13,071 New
NA
46
NewEdge Advisors
Louisiana
$278K +$280K +12,663 New
SWP
47
Significant Wealth Partners
Illinois
$264K +$266K +12,035 New
CFD
48
Creative Financial Designs
Indiana
$242K -$283K -12,770 -54%
TFG
49
Team Financial Group
California
$219K -$2.04K -92 -0.9%
DWM
50
Dogwood Wealth Management
Kansas
$171K +$173K +7,808 New