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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.7M +$5.57M +268,202 +32%
UBS Group
2
UBS Group
Switzerland
$21.3M +$18.8M +904,026 +719%
BRWA
3
B. Riley Wealth Advisors
Florida
$16.8M -$1.56M -74,859 -8%
Morgan Stanley
4
Morgan Stanley
New York
$11.7M -$475K -22,858 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.8M -$779K -37,480 -7%
Ameriprise
6
Ameriprise
Minnesota
$7.58M +$132K +6,353 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.52M +$1.07M +51,576 +24%
LPL Financial
8
LPL Financial
California
$4.65M +$127K +6,116 +3%
ML
9
McAdam LLC
Pennsylvania
$3.65M +$1.19M +57,403 +54%
EH
10
Equitable Holdings
New York
$3.02M +$3.04M +146,079 New
NWM
11
NEIRG Wealth Management
Massachusetts
$2.69M +$3.84K +185 +0.1%
Jane Street
12
Jane Street
New York
$2.5M -$879K -42,284 -26%
EAM
13
Empirical Asset Management
Massachusetts
$2.36M -$170K -8,173 -7%
Bank of America
14
Bank of America
North Carolina
$2.04M -$56.9K -2,737 -3%
VIM
15
Vista Investment Management
Pennsylvania
$2.04M -$24.8K -1,192 -1%
KAS
16
Kestra Advisory Services
Texas
$1.94M +$199K +9,586 +11%
AAS
17
Avantax Advisory Services
Texas
$1.78M +$1.79M +86,170 New
MFG
18
MTM Financial Group
Pennsylvania
$1.75M -$231K -11,115 -12%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.73M -$144K -6,944 -8%
PAG
20
Private Advisor Group
New Jersey
$1.47M -$40.8K -1,962 -2%
Truist Financial
21
Truist Financial
North Carolina
$1.29M +$1.3M +62,461 New
AWM
22
Avaii Wealth Management
Wisconsin
$1.21M +$41.2K +1,984 +4%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.19M +$271K +13,060 +30%
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.1M +$181K +8,693 +20%
AA
25
Advisory Alpha
Michigan
$1.09M +$26.1K +1,257 +2%
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