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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1
Trilogy Capital
California
$28M -$922K -42,188 -3%
Bank of America
2
Bank of America
North Carolina
$21.7M -$3.2M -146,318 -13%
LPL Financial
3
LPL Financial
California
$16.2M -$4.84M -221,626 -23%
Jane Street
4
Jane Street
New York
$14.7M +$5.47M +250,208 +61%
DADC
5
D.A. Davidson & Co
Montana
$9.63M +$144K +6,590 +2%
SOS
6
Silver Oak Securities
Tennessee
$8.83M +$2.61M +119,498 +43%
IA
7
IFP Advisors
Florida
$7.95M -$58.3K -2,666 -0.7%
MLRA
8
Main Line Retirement Advisors
Montana
$7.35M +$7.26M +332,250 New
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$5.4M +$5.34M +244,124 New
HighTower Advisors
10
HighTower Advisors
Illinois
$5.17M +$49.1K +2,248 +1%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.01M -$289K -13,210 -6%
ML
12
McAdam LLC
Pennsylvania
$3.46M +$967K +44,232 +39%
FIM
13
Freedom Investment Management
Connecticut
$3.14M -$1.99M -91,024 -39%
Stifel Financial
14
Stifel Financial
Missouri
$2.43M -$796K -36,434 -25%
MSFS
15
Main Street Financial Solutions
Pennsylvania
$2.25M -$58.2K -2,664 -3%
Mariner
16
Mariner
Kansas
$2.02M +$14K +640 +0.7%
Citadel Advisors
17
Citadel Advisors
Florida
$1.97M +$117K +5,340 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.92M +$66.7K +3,050 +4%
TWP
19
Tower Wealth Partners
Pennsylvania
$1.66M +$350 +16 +0%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.36M +$160K +7,330 +14%
CIAS
21
Capital Investment Advisory Services
North Carolina
$1.34M +$359K +16,412 +37%
CIA
22
Cape Investment Advisory
Georgia
$1.12M -$60.5K -2,766 -5%
PAG
23
Private Advisor Group
New Jersey
$1.07M -$78.3K -3,582 -7%
FIA
24
Foundations Investment Advisors
Arizona
$958K +$432K +19,750 +84%
SPC
25
Sigma Planning Corp
Michigan
$936K +$42.7K +1,954 +5%
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