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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
$50.6M +$5.96M +259,840 +13%
SI
2
SimpliFi Inc
California
$42.5M -$116K -5,054 -0.3%
LPL Financial
3
LPL Financial
California
$23.4M -$5.41M -235,830 -19%
TC
4
Trilogy Capital
California
$16.4M -$177K -7,714 -1%
BFG
5
Barber Financial Group
Kansas
$13.8M -$373K -16,270 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.2M -$152K -6,650 -1%
UBS Group
7
UBS Group
Switzerland
$9.7M -$1.94M -84,776 -17%
IA
8
IFP Advisors
Florida
$9.4M +$142K +6,188 +2%
DADC
9
D.A. Davidson & Co
Montana
$9.13M +$536K +23,366 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.86M +$963K +42,012 +12%
WP
11
WealthShield Partners
North Carolina
$5.48M -$2.26M -98,610 -29%
SOS
12
Silver Oak Securities
Tennessee
$4.79M +$1.67M +72,780 +20%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.78M -$133K -5,782 -3%
FIM
14
Freedom Investment Management
Connecticut
$4.66M -$308K -13,438 -6%
KAS
15
Kestra Advisory Services
Texas
$3.8M -$10.2K -444 -0.3%
SA
16
SAM Advisors
California
$3.51M +$3.53M +153,874 New
MSFS
17
Main Street Financial Solutions
Pennsylvania
$3.44M -$15.7K -686 -0.5%
Stifel Financial
18
Stifel Financial
Missouri
$3.08M -$5.19M -226,468 -63%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.73M -$712K -31,048 -21%
ML
20
McAdam LLC
Pennsylvania
$2.64M +$90.8K +3,962 +4%
BWM
21
BlackDiamond Wealth Management
New York
$2.62M -$127K -5,546 -5%
Jane Street
22
Jane Street
New York
$2.35M -$8.54M -372,508 -78%
MIAN
23
Mariner Independent Advisor Network
Kansas
$2.17M -$314K -13,686 -13%
ASN
24
Advisory Services Network
Georgia
$2.14M +$48.5K +2,116 +2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.85M +$153K +6,656 +9%