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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1
Trilogy Capital
California
$12.5M +$12.8M +539,194 New
HA
2
Harborview Advisors
Maine
$10.1M -$111K -4,668 -1%
UWM
3
USAdvisors Wealth Management
Minnesota
$6.64M -$3.49M -147,306 -35%
HHRDM
4
H&H Retirement Design & Management
Nevada
$5.22M +$5.38M +226,830 New
CFA
5
Carroll Financial Associates
North Carolina
$4.58M +$68.9K +2,908 +1%
BFG
6
Barber Financial Group
Kansas
$4.04M -$193K -8,148 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.73M +$2.81M +118,436 New
CF
8
Centaurus Financial
California
$1.55M +$2.84K +120 +0.2%
BSAM
9
Blue Sky Asset Management
Colorado
$1.07M -$28.9K -1,220 -3%
Citadel Advisors
10
Citadel Advisors
Florida
$1.01M -$351K -14,818 -25%
Bank of America
11
Bank of America
North Carolina
$782K -$1.42M -59,846 -64%
HCM
12
Hengehold Capital Management
Ohio
$559K -$7.63K -322 -1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$409K +$9.38K +396 +2%
AWM
14
AE Wealth Management
Kansas
$338K -$549K -23,186 -61%
SS
15
Simplicity Solutions
Minnesota
$326K +$335K +14,154 New
FFN
16
Focus Financial Network
Minnesota
$290K -$17K -718 -5%
BFA
17
Beacon Financial Advisory
Ohio
$286K +$1.56K +66 +0.5%
UBS Group
18
UBS Group
Switzerland
$277K -$60.7K -2,560 -18%
IFA
19
Interactive Financial Advisors
Illinois
$267K +$15.3K +646 +6%
AIM
20
Arcadia Investment Management
Michigan
$41K – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$33K -$901 -38 -3%
HNB
22
Huntington National Bank
Ohio
$10K – – –
SF
23
Synovus Financial
Georgia
$6K +$6.3K +266 New
AIC
24
Ameritas Investment Company
Nebraska
– -$2.62M -109,138 Closed
Jane Street
25
Jane Street
New York
– -$645K -26,844 Closed
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