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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
$20.2M +$983K +43,783 +5%
Bank of America
2
Bank of America
North Carolina
$13.5M -$328K -14,628 -2%
LPL Financial
3
LPL Financial
California
$13M -$1.24M -55,310 -9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.89M +$5.45M +242,615 +1,224%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$5.14M +$43.8K +1,949 +0.9%
ML
6
McAdam LLC
Pennsylvania
$4.57M +$162K +7,202 +4%
MWM
7
Modern Wealth Management
Kansas
$4.52M -$18.6M -827,910 -80%
HighTower Advisors
8
HighTower Advisors
Illinois
$4.24M -$1.48M -66,057 -26%
HFA
9
Hershey Financial Advisers
Pennsylvania
$4.07M +$4.07M +181,235 New
SC
10
Sykon Capital
New York
$3.87M +$2.12M +94,483 +121%
AAS
11
Avantax Advisory Services
Texas
$2.8M +$2.8M +124,746 New
SOS
12
Silver Oak Securities
Tennessee
$2.51M -$32.9K -1,465 -1%
WI
13
WBI Investments
New Jersey
$1.96M -$1.47M -65,550 -43%
Stifel Financial
14
Stifel Financial
Missouri
$1.66M -$160K -7,130 -9%
AI
15
AXS Investments
New York
$1.51M -$87K -3,875 -5%
SPC
16
Sigma Planning Corp
Michigan
$1.49M -$110K -4,892 -7%
Mariner
17
Mariner
Kansas
$1.45M +$38.6K +1,720 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.15M -$35K -1,559 -3%
GIA
19
Gladstone Institutional Advisory
Florida
$1.09M -$768K -34,205 -41%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.04M +$258K +11,510 +33%
UBS Group
21
UBS Group
Switzerland
$956K -$16.5K -737 -2%
WA
22
Win Advisors
Florida
$927K -$9.38M -417,878 -91%
PAS
23
Park Avenue Securities
New York
$916K +$915K +40,776 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$693K +$83.9K +3,737 +14%
RPGK
25
Retirement Planning Group (Kansas)
Kansas
$655K -$42.5K -1,894 -6%
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