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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
$12.8M +$108K +4,620 +0.9%
HA
2
Harborview Advisors
Maine
$12.4M +$2.06M +88,178 +20%
UWM
3
USAdvisors Wealth Management
Minnesota
$6.88M +$559K +23,946 +9%
HHRDM
4
H&H Retirement Design & Management
Nevada
$5.65M +$315K +13,490 +6%
CFA
5
Carroll Financial Associates
North Carolina
$4.94M +$258K +11,044 +6%
BFG
6
Barber Financial Group
Kansas
$3.03M -$1.08M -46,194 -26%
Bank of America
7
Bank of America
North Carolina
$2.52M +$1.71M +73,194 +216%
Jane Street
8
Jane Street
New York
$1.74M +$1.73M +74,172 New
CF
9
Centaurus Financial
California
$1.61M +$31K +1,326 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.55M -$1.23M -52,548 -44%
BSAM
11
Blue Sky Asset Management
Colorado
$1.23M +$138K +5,888 +13%
HCM
12
Hengehold Capital Management
Ohio
$1.15M +$572K +24,486 +101%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$910K +$904K +38,686 New
Citadel Advisors
14
Citadel Advisors
Florida
$737K -$293K -12,536 -29%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$387K -$30.7K -1,316 -7%
HSA
16
HBK Sorce Advisory
Pennsylvania
$300K +$298K +12,750 New
IFA
17
Interactive Financial Advisors
Illinois
$276K +$3.32K +142 +1%
UBS Group
18
UBS Group
Switzerland
$221K -$61K -2,610 -22%
AIM
19
Arcadia Investment Management
Michigan
$42K – – –
Morgan Stanley
20
Morgan Stanley
New York
$28K +$28K +1,200 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$25K -$9.11K -390 -27%
PAG
22
Private Advisor Group
New Jersey
$11K +$10.6K +454 New
HNB
23
Huntington National Bank
Ohio
$10K – – –
AWM
24
AE Wealth Management
Kansas
– -$338K -14,692 Closed
SS
25
Simplicity Solutions
Minnesota
– -$326K -14,154 Closed
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