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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1
Modern Wealth Management
Kansas
$19.8M +$20M +904,589 New
Bank of America
2
Bank of America
North Carolina
$17.2M -$2.74M -123,774 -14%
TC
3
Trilogy Capital
California
$15.7M -$10.5M -475,578 -40%
LPL Financial
4
LPL Financial
California
$14M -$215K -9,701 -1%
Jane Street
5
Jane Street
New York
$9.23M +$8.92M +402,732 +2,172%
HighTower Advisors
6
HighTower Advisors
Illinois
$5.71M +$516K +23,288 +10%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$5.47M -$429K -19,373 -7%
ML
8
McAdam LLC
Pennsylvania
$3.92M +$197K +8,892 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.59M -$1.52M -68,550 -29%
SC
10
Sykon Capital
New York
$3.54M +$855K +38,621 +31%
SOS
11
Silver Oak Securities
Tennessee
$2.64M -$2.12M -95,599 -44%
AWM
12
AE Wealth Management
Kansas
$2.62M +$2.64M +119,405 New
Osaic Holdings
13
Osaic Holdings
Arizona
$2.45M -$3.3M -148,948 -57%
CIAS
14
Capital Investment Advisory Services
North Carolina
$2.33M +$1.75K +79 +0.1%
Stifel Financial
15
Stifel Financial
Missouri
$2.33M – – –
MSFS
16
Main Street Financial Solutions
Pennsylvania
$2.21M +$36.1K +1,631 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.09M +$11.3K +512 +0.5%
TWP
18
Tower Wealth Partners
Pennsylvania
$1.92M +$232K +10,489 +14%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.68M +$287K +12,973 +20%
FIM
20
Freedom Investment Management
Connecticut
$1.54M -$1.51M -68,141 -49%
OMC
21
Old Mission Capital
Illinois
$1.4M +$788K +35,599 +125%
Mariner
22
Mariner
Kansas
$1.3M -$796K -35,928 -38%
CAL
23
Capital Analysts LLC
Pennsylvania
$1.23M +$42.3K +1,909 +4%
Citadel Advisors
24
Citadel Advisors
Florida
$1.1M +$1.11M +50,138 New
UBS Group
25
UBS Group
Switzerland
$1.08M +$44.5K +2,009 +4%
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