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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
$43.4M -$1.56M -67,172 -3%
Bank of America
2
Bank of America
North Carolina
$30.6M +$22.6M +974,144 +283%
LPL Financial
3
LPL Financial
California
$28.2M +$9.99M +430,198 +55%
AWM
4
AE Wealth Management
Kansas
$24.8M +$24.8M +1,067,934 New
TC
5
Trilogy Capital
California
$18.2M +$6.16M +265,136 +51%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.3M +$1.09M +46,810 +11%
UBS Group
7
UBS Group
Switzerland
$10.1M +$11.5K +494 +0.1%
IA
8
IFP Advisors
Florida
$9.26M +$725K +31,230 +9%
DADC
9
D.A. Davidson & Co
Montana
$8.45M +$8.44M +363,762 New
WP
10
WealthShield Partners
North Carolina
$8.36M +$8.36M +359,948 New
SOS
11
Silver Oak Securities
Tennessee
$5.55M +$5.55M +238,958 New
FIM
12
Freedom Investment Management
Connecticut
$5.46M -$6.1M -262,814 -53%
HighTower Advisors
13
HighTower Advisors
Illinois
$5.04M -$45.4K -1,954 -0.9%
KAS
14
Kestra Advisory Services
Texas
$4.03M -$1.6M -69,124 -28%
ML
15
McAdam LLC
Pennsylvania
$2.66M +$276K +11,882 +12%
MIAN
16
Mariner Independent Advisor Network
Kansas
$2.47M +$2.47M +106,292 New
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.38M -$2.02M -86,844 -46%
BWM
18
BlackDiamond Wealth Management
New York
$2.05M +$2.05M +88,320 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.72M +$610K +26,256 +55%
PCWA
20
Pacific Capital Wealth Advisors
California
$1.57M – – –
ASN
21
Advisory Services Network
Georgia
$1.49M +$26.7K +1,152 +2%
Stifel Financial
22
Stifel Financial
Missouri
$1.45M +$806K +34,712 +126%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.41M +$1.07M +46,086 +316%
MCM
24
Mengis Capital Management
Oregon
$1.32M -$143K -6,160 -10%
GSEP
25
Golden State Equity Partners
California
$1.08M +$1.08M +46,588 New
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