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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1
SimpliFi Inc
California
$50.9M +$50.9M +2,164,324 New
FIM
2
Freedom Investment Management
Connecticut
$13.2M -$644K -27,372 -5%
TC
3
Trilogy Capital
California
$12.4M -$5.13M -218,076 -29%
HA
4
Harborview Advisors
Maine
$12.3M +$757K +32,172 +7%
Bank of America
5
Bank of America
North Carolina
$8.11M -$5.37M -228,132 -40%
IA
6
IFP Advisors
Florida
$7.96M +$7.95M +337,892 New
LPL Financial
7
LPL Financial
California
$6.4M +$2.5M +106,462 +64%
KAS
8
Kestra Advisory Services
Texas
$5.04M +$1.87M +79,644 +59%
HighTower Advisors
9
HighTower Advisors
Illinois
$4.74M +$4.74M +201,636 New
UBS Group
10
UBS Group
Switzerland
$4.29M +$4.04M +171,688 +1,572%
ML
11
McAdam LLC
Pennsylvania
$1.86M +$668K +28,406 +56%
OIA
12
OneDigital Investment Advisors
Kansas
$1.68M +$1.68M +71,492 New
PCWA
13
Pacific Capital Wealth Advisors
California
$1.63M – – –
FTUS
14
Flow Traders U.S.
New York
$1.11M -$2.16M -91,932 -66%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.05M -$1.94M -82,270 -65%
EP
16
Eudaimonia Partners
Tennessee
$846K +$818K +34,754 +2,896%
OMC
17
Old Mission Capital
Illinois
$516K +$517K +21,960 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$431K +$1.22K +52 +0.3%
FWSM
19
First Wilshire Securities Management
California
$400K +$400K +17,000 New
AIC
20
Ameritas Investment Company
Nebraska
$384K +$87K +3,696 +29%
FGAM
21
Financial Gravity Asset Management
Texas
$326K +$326K +13,854 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$305K -$188K -7,992 -38%
IFA
23
Interactive Financial Advisors
Illinois
$303K -$47.4K -2,014 -14%
HSA
24
HBK Sorce Advisory
Pennsylvania
$303K – – –
UWM
25
USAdvisors Wealth Management
Minnesota
$268K -$616K -26,198 -70%
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