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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$8.81M +$994K +44,176 +13%
ML
2
McAdam LLC
Pennsylvania
$6.4M +$901K +40,068 +16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.2M +$5.67M +252,095 +1,071%
Bank of America
4
Bank of America
North Carolina
$4.42M -$5.66M -251,473 -56%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$4.37M -$344K -15,293 -7%
MWM
6
Modern Wealth Management
Kansas
$3.42M -$329K -14,627 -9%
TC
7
Trilogy Capital
California
$3.19M -$242K -10,774 -7%
SC
8
Sykon Capital
New York
$2.4M +$1.26M +56,200 +111%
SOS
9
Silver Oak Securities
Tennessee
$1.94M -$26.5K -1,178 -1%
SPC
10
Sigma Planning Corp
Michigan
$1.67M +$26.6K +1,184 +2%
AI
11
AXS Investments
New York
$1.58M +$1.64K +73 +0.1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.53M +$28.4K +1,261 +2%
Stifel Financial
13
Stifel Financial
Missouri
$1.45M -$13.3K -591 -0.9%
WI
14
WBI Investments
New Jersey
$1.35M -$408K -18,157 -23%
GRP
15
Global Retirement Partners
California
$1.06M -$11.1K -495 -1%
UBS Group
16
UBS Group
Switzerland
$943K -$186K -8,248 -16%
Osaic Holdings
17
Osaic Holdings
Arizona
$830K -$217K -9,631 -21%
Goldman Sachs
18
Goldman Sachs
New York
$829K +$830K +36,881 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$778K +$73.8K +3,281 +10%
EH
20
Equitable Holdings
New York
$641K +$61.2K +2,723 +11%
CFD
21
Creative Financial Designs
Indiana
$584K -$15.1K -673 -3%
FTUS
22
Flow Traders U.S.
New York
$451K +$451K +20,039 New
PI
23
PFG Investments
New York
$443K +$24.3K +1,079 +6%
GWM
24
Gilpin Wealth Management
Colorado
$397K +$397K +17,660 New
SPWG
25
Syntegra Private Wealth Group
Missouri
$393K – – –
1
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