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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
$40.7M -$7.79M -345,218 -16%
TC
2
Trilogy Capital
California
$29.3M +$14.2M +630,792 +88%
LPL Financial
3
LPL Financial
California
$16.4M -$6.08M -269,406 -26%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$16.3M +$14.3M +631,486 +527%
BFG
5
Barber Financial Group
Kansas
$12.6M -$594K -26,328 -4%
IA
6
IFP Advisors
Florida
$8.84M -$533K -23,596 -6%
UBS Group
7
UBS Group
Switzerland
$8.57M -$708K -31,388 -7%
DADC
8
D.A. Davidson & Co
Montana
$8.17M -$563K -24,962 -6%
SOS
9
Silver Oak Securities
Tennessee
$7.58M -$1.87M -82,962 -19%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.19M -$1.32M -58,376 -15%
FIM
11
Freedom Investment Management
Connecticut
$5.31M +$904K +40,052 +20%
OMC
12
Old Mission Capital
Illinois
$4.96M +$5.16M +228,422 New
HighTower Advisors
13
HighTower Advisors
Illinois
$4.91M +$360K +15,936 +8%
Stifel Financial
14
Stifel Financial
Missouri
$3.37M +$451K +19,982 +15%
ML
15
McAdam LLC
Pennsylvania
$2.4M -$301K -13,318 -11%
BWM
16
BlackDiamond Wealth Management
New York
$2.28M -$252K -11,176 -10%
MSFS
17
Main Street Financial Solutions
Pennsylvania
$2.11M -$1.21M -53,786 -36%
ASN
18
Advisory Services Network
Georgia
$2.04M +$2.08K +92 +0.1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.81M +$46.2K +2,046 +3%
TWP
20
Tower Wealth Partners
Pennsylvania
$1.63M +$10.5K +466 +0.6%
QA
21
Quantitative Advantage
Minnesota
$1.48M +$215K +9,538 +16%
Mariner
22
Mariner
Kansas
$1.15M +$748K +33,148 +169%
Citadel Advisors
23
Citadel Advisors
Florida
$1.09M +$408K +18,090 +57%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.07M +$428K +18,960 +62%
SPC
25
Sigma Planning Corp
Michigan
$1.07M +$1.11M +49,042 New