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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
$23.1M +$2.1M +94,283 +10%
TC
2
Trilogy Capital
California
$19.2M +$2.71M +121,539 +17%
LPL Financial
3
LPL Financial
California
$14.2M -$1.75M -78,651 -11%
Bank of America
4
Bank of America
North Carolina
$13.8M -$166K -7,463 -1%
WA
5
Win Advisors
Florida
$10.3M -$581K -26,091 -5%
HighTower Advisors
6
HighTower Advisors
Illinois
$5.7M +$33.1K +1,487 +0.6%
DWM
7
Dogwood Wealth Management
Kansas
$5.17M +$348K +15,649 +7%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$5.08M -$43.2K -1,941 -0.8%
ML
9
McAdam LLC
Pennsylvania
$4.4M -$721K -32,371 -14%
WI
10
WBI Investments
New Jersey
$3.42M +$3.4M +152,632 New
SOS
11
Silver Oak Securities
Tennessee
$2.52M -$35.1K -1,576 -1%
AAS
12
Ameritas Advisory Services
Nebraska
$2.48M +$51.5K +2,313 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.88M -$46K -2,068 -2%
GIA
14
Gladstone Institutional Advisory
Florida
$1.86M +$1.84M +82,834 New
Stifel Financial
15
Stifel Financial
Missouri
$1.81M -$69.8K -3,135 -4%
SC
16
Sykon Capital
New York
$1.75M -$1.9M -85,438 -52%
SPC
17
Sigma Planning Corp
Michigan
$1.59M +$177K +7,960 +13%
AI
18
AXS Investments
New York
$1.59M -$402K -18,062 -20%
TWP
19
Tower Wealth Partners
Pennsylvania
$1.59M +$31.9K +1,433 +2%
Mariner
20
Mariner
Kansas
$1.41M +$30.1K +1,351 +2%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.19M -$175K -7,871 -13%
UBS Group
22
UBS Group
Switzerland
$971K -$34.1K -1,531 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$785K +$22.7K +1,018 +3%
CIA
24
Cape Investment Advisory
Georgia
$765K -$83.5K -3,750 -10%
Jane Street
25
Jane Street
New York
$715K -$1.2M -54,011 -63%
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