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
RPGK
26
Retirement Planning Group (Kansas)
Kansas
$697K -$41.5K -1,866 -6%
PAG
27
Private Advisor Group
New Jersey
$626K -$552K -24,820 -47%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$608K +$101K +4,521 +20%
Citadel Advisors
29
Citadel Advisors
Florida
$594K -$692K -31,082 -54%
IFA
30
Interactive Financial Advisors
Illinois
$473K -$23.4K -1,052 -5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$444K -$176K -7,919 -29%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$408K
SPWG
33
Syntegra Private Wealth Group
Missouri
$391K
CFD
34
Creative Financial Designs
Indiana
$331K +$13K +582 +4%
MLRA
35
Main Line Retirement Advisors
Montana
$315K -$13.6K -609 -4%
PI
36
PFG Investments
New York
$250K +$248K +11,129 New
CTWM
37
Cherry Tree Wealth Management
Minnesota
$77.5K
CIAS
38
Capital Investment Advisory Services
North Carolina
$51.6K -$2.26M -101,374 -98%
FRA
39
Front Row Advisors
California
$44.8K
CPA
40
Clear Point Advisors
New York
$42.7K +$401 +18 +1%
AP
41
Atwood & Palmer
Missouri
$23.5K
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$19.4K
Morgan Stanley
43
Morgan Stanley
New York
$14.3K +$14.2K +638 +63,800%
GAG
44
Goodman Advisory Group
Massachusetts
$10.9K -$3.08M -138,404 -100%
IRC
45
Investors Research Corp
Georgia
$6.95K
EW
46
Element Wealth
Mississippi
$6.82K
PCWA
47
Pacific Capital Wealth Advisors
California
$6.68K
LFG
48
Larson Financial Group
Missouri
$5.18K +$45 +2 +0.9%
SPIA
49
Steward Partners Investment Advisory
New York
$4.91K +$4.88K +219 New
CAM
50
Creekmur Asset Management
Illinois
$4.8K +$45 +2 +0.9%