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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$617K -$1.86M -82,959 -75%
PAG
27
Private Advisor Group
New Jersey
$517K -$111K -4,925 -18%
IFA
28
Interactive Financial Advisors
Illinois
$480K +$6.24K +278 +1%
OMC
29
Old Mission Capital
Illinois
$443K +$442K +19,708 New
TI
30
TrueMark Investments
Illinois
$440K +$440K +19,581 New
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$409K – – –
SPWG
32
Syntegra Private Wealth Group
Missouri
$392K – – –
CFD
33
Creative Financial Designs
Indiana
$331K -$1.03K -46 -0.3%
MML Investors Services
34
MML Investors Services
Massachusetts
$305K +$305K +13,579 New
PI
35
PFG Investments
New York
$284K +$33.6K +1,496 +13%
SA
36
Sovran Advisors
California
$283K +$282K +12,552 New
IAA
37
Independent Advisor Alliance
North Carolina
$215K +$215K +9,592 New
KAS
38
Kestra Advisory Services
Texas
$211K +$211K +9,408 New
CTWM
39
Cherry Tree Wealth Management
Minnesota
$77.7K – – –
CIAS
40
Capital Investment Advisory Services
North Carolina
$51.7K – – –
DWM
41
Dogwood Wealth Management
Kansas
$45.7K -$5.13M -228,446 -99%
FRA
42
Front Row Advisors
California
$44.9K – – –
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$20.8K +$1.41K +63 +7%
AWM
44
AE Wealth Management
Kansas
$18.1K +$18.1K +805 New
Morgan Stanley
45
Morgan Stanley
New York
$14.4K – – –
HNB
46
Huntington National Bank
Ohio
$7.25K – – –
IRC
47
Investors Research Corp
Georgia
$6.96K – – –
EW
48
Element Wealth
Mississippi
$6.83K – – –
PCWA
49
Pacific Capital Wealth Advisors
California
$6.69K – – –
LFG
50
Larson Financial Group
Missouri
$5.25K +$67 +3 +1%
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