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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$39.1M +$3.57M +158,613 +10%
LPL Financial
2
LPL Financial
California
$38.9M +$2.03M +89,885 +5%
Morgan Stanley
3
Morgan Stanley
New York
$15.7M +$190K +8,411 +1%
IWC
4
Integrated Wealth Concepts
Massachusetts
$8.35M +$4.53M +200,845 +118%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.62M +$80.4K +3,566 +1%
Ameriprise
6
Ameriprise
Minnesota
$7.22M +$2.28M +101,304 +46%
BRWA
7
B. Riley Wealth Advisors
Florida
$6.49M +$367K +16,275 +6%
SL
8
Systelligence LLC
Minnesota
$6.34M -$1.65M -73,011 -21%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$4.24M -$68.1K -3,020 -2%
SAI
10
Savvy Advisors Inc
New York
$4.06M +$452K +20,075 +13%
VC
11
Vicus Capital
Pennsylvania
$3.81M +$913K +40,494 +31%
FFAS
12
FIG Financial Advisory Services
Oklahoma
$3.31M +$3.31M +146,850 New
KAS
13
Kestra Advisory Services
Texas
$3.06M -$68.4K -3,036 -2%
HCM
14
Howard Capital Management
Georgia
$2.53M +$216K +9,583 +9%
Raymond James Financial
15
Raymond James Financial
Florida
$2.42M +$945K +41,940 +64%
CAP
16
Columbia Advisory Partners
Washington
$1.99M -$22.7K -1,008 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.78M +$103K +4,561 +6%
Stifel Financial
18
Stifel Financial
Missouri
$1.61M +$239K +10,592 +17%
PFS
19
Prospera Financial Services
Texas
$1.61M +$39.3K +1,746 +3%
Jane Street
20
Jane Street
New York
$1.38M -$2.48M -110,217 -64%
AC
21
Avestar Capital
New York
$1.37M +$21.9K +972 +2%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.36M +$348K +15,433 +34%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.35M +$253K +11,232 +23%
ECA
24
Elevation Capital Advisory
Oregon
$1.29M +$1.29M +57,195 New
SW
25
Simplicity Wealth
New Jersey
$1.25M +$1.25M +55,652 New