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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1
Carroll Financial Associates
North Carolina
$2.86M +$749K +31,092 +35%
Jane Street
2
Jane Street
New York
$2.83M +$2.85M +118,242 New
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.02M +$755K +31,320 +280%
LPL Financial
4
LPL Financial
California
$973K +$145K +6,034 +17%
SPC
5
Sigma Planning Corp
Michigan
$626K +$53.3K +2,212 +9%
IFA
6
Interactive Financial Advisors
Illinois
$337K -$446K -18,502 -57%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$294K +$296K +12,294 New
AIM
8
Arcadia Investment Management
Michigan
$236K -$1.21K -50 -0.5%
LNC
9
Lincoln National Corp
Pennsylvania
$232K -$87.3K -3,624 -27%
UBS Group
10
UBS Group
Switzerland
$60K -$675 -28 -1%
Bank of America
11
Bank of America
North Carolina
$57K -$71.2K -2,952 -55%
OIA
12
OneDigital Investment Advisors
Kansas
$50K +$50.6K +2,100 New
IA
13
IFP Advisors
Florida
$35K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$34K -$31.7K -1,314 -48%
AG
15
Advisor Group
Arizona
$29K +$29K +1,202 New
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$15K
BlackRock
17
BlackRock
New York
$4K
PAG
18
Private Advisory Group
Washington
-$741K -30,594 Closed
JIC
19
Joel Isaacson & Co
New York
-$242K -10,000 Closed
FAAS
20
First Allied Advisory Services
California
-$10K -400 Closed