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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
$45.2M -$5.93M -253,462 -12%
LPL Financial
2
LPL Financial
California
$18.4M +$5.27M +225,338 +40%
TC
3
Trilogy Capital
California
$12.1M +$106K +4,524 +0.9%
FIM
4
Freedom Investment Management
Connecticut
$11.6M -$940K -40,164 -7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.2M +$10.2M +434,194 +11,511%
UBS Group
6
UBS Group
Switzerland
$10.1M +$4.15M +177,178 +69%
IA
7
IFP Advisors
Florida
$8.3M +$207K +8,862 +3%
Bank of America
8
Bank of America
North Carolina
$8.02M -$749K -31,996 -9%
KAS
9
Kestra Advisory Services
Texas
$5.66M +$290K +12,402 +5%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.12M +$135K +5,750 +3%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.42M +$4.43M +189,324 New
Citadel Advisors
12
Citadel Advisors
Florida
$2.54M +$747K +31,916 +41%
ML
13
McAdam LLC
Pennsylvania
$2.4M +$346K +14,782 +17%
OIA
14
OneDigital Investment Advisors
Kansas
$1.7M +$69.1K +2,952 +4%
PCWA
15
Pacific Capital Wealth Advisors
California
$1.58M – – –
ASN
16
Advisory Services Network
Georgia
$1.47M +$1.48M +63,134 New
MCM
17
Mengis Capital Management
Oregon
$1.47M +$51.5K +2,200 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.11M -$19.5K -834 -2%
FTUS
19
Flow Traders U.S.
New York
$945K +$81.4K +3,480 +9%
AAS
20
Avantax Advisory Services
Texas
$833K +$291K +12,428 +53%
Stifel Financial
21
Stifel Financial
Missouri
$643K -$49.8K -2,126 -7%
NWM
22
NEIRG Wealth Management
Massachusetts
$629K +$630K +26,934 New
Jane Street
23
Jane Street
New York
$591K -$1.69M -72,270 -74%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$591K +$593K +25,352 New
UWM
25
USAdvisors Wealth Management
Minnesota
$464K -$215K -9,206 -32%
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