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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
$23.7M +$3.69M +167,696 +19%
TC
2
Trilogy Capital
California
$15.5M -$317K -14,420 -2%
Bank of America
3
Bank of America
North Carolina
$14.2M -$3.07M -139,353 -18%
LPL Financial
4
LPL Financial
California
$14.2M +$107K +4,882 +0.8%
WA
5
Win Advisors
Florida
$11.4M +$11.4M +518,394 New
HighTower Advisors
6
HighTower Advisors
Illinois
$5.64M -$108K -4,913 -2%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$5.28M -$233K -10,593 -4%
ML
8
McAdam LLC
Pennsylvania
$4.56M +$617K +28,047 +16%
SOS
9
Silver Oak Securities
Tennessee
$2.58M -$80.9K -3,676 -3%
CIAS
10
Capital Investment Advisory Services
North Carolina
$2.27M -$79.3K -3,605 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.22M +$113K +5,127 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.13M -$328K -14,900 -13%
TWP
13
Tower Wealth Partners
Pennsylvania
$2M +$69.5K +3,158 +4%
Stifel Financial
14
Stifel Financial
Missouri
$1.96M -$382K -17,370 -16%
SC
15
Sykon Capital
New York
$1.79M -$1.77M -80,563 -50%
AAS
16
Ameritas Advisory Services
Nebraska
$1.69M +$1.68M +76,290 New
Jane Street
17
Jane Street
New York
$1.6M -$7.68M -348,894 -83%
GAG
18
Goodman Advisory Group
Massachusetts
$1.6M +$1.25M +56,665 +362%
Mariner
19
Mariner
Kansas
$1.33M +$23.1K +1,052 +2%
CAL
20
Capital Analysts LLC
Pennsylvania
$1.28M +$38.7K +1,759 +3%
SPC
21
Sigma Planning Corp
Michigan
$1.27M +$645K +29,300 +105%
PAG
22
Private Advisor Group
New Jersey
$1.17M +$186K +8,445 +19%
CIA
23
Cape Investment Advisory
Georgia
$1.01M +$10.6K +482 +1%
UBS Group
24
UBS Group
Switzerland
$990K -$101K -4,602 -9%
LFGH
25
Lee Financial Group Hawaii
Hawaii
$935K +$40.3K +1,830 +5%
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