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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$44.7M +$14.8M +641,112 +49%
SI
2
SimpliFi Inc
California
$42.6M +$39.4K +1,712 +0.1%
LPL Financial
3
LPL Financial
California
$28.7M +$1.02M +44,310 +4%
AWM
4
AE Wealth Management
Kansas
$23.9M -$481K -20,878 -2%
TC
5
Trilogy Capital
California
$16.6M -$1.27M -55,350 -7%
BFG
6
Barber Financial Group
Kansas
$14.2M +$14.3M +621,666 New
UBS Group
7
UBS Group
Switzerland
$11.6M +$1.75M +75,836 +17%
Jane Street
8
Jane Street
New York
$10.8M +$11M +475,588 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.4M -$682K -29,620 -6%
IA
10
IFP Advisors
Florida
$9.26M
DADC
11
D.A. Davidson & Co
Montana
$8.6M +$315K +13,676 +4%
Stifel Financial
12
Stifel Financial
Missouri
$8.25M +$6.9M +299,518 +481%
SOS
13
Silver Oak Securities
Tennessee
$8.22M +$2.77M +120,184 +50%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.9M +$6.28M +272,526 +368%
WP
15
WealthShield Partners
North Carolina
$7.73M -$483K -20,988 -6%
FIM
16
Freedom Investment Management
Connecticut
$4.97M -$399K -17,342 -7%
HighTower Advisors
17
HighTower Advisors
Illinois
$4.93M -$12.9K -562 -0.3%
KAS
18
Kestra Advisory Services
Texas
$3.81M -$146K -6,330 -4%
MSFS
19
Main Street Financial Solutions
Pennsylvania
$3.44M +$3.49M +151,398 New
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.44M +$1.12M +48,430 +47%
BWM
21
BlackDiamond Wealth Management
New York
$2.79M +$762K +33,068 +37%
ML
22
McAdam LLC
Pennsylvania
$2.55M -$58.2K -2,526 -2%
MIAN
23
Mariner Independent Advisor Network
Kansas
$2.5M +$58.5K +2,542 +2%
OMC
24
Old Mission Capital
Illinois
$2.12M +$2.15M +93,154 New
ASN
25
Advisory Services Network
Georgia
$2.09M +$635K +27,578 +43%