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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
$28.3M +$3.19M +146,223 +13%
BRWA
2
B. Riley Wealth Advisors
Florida
$24.7M +$9.78M +448,492 +62%
KAS
3
Kestra Advisory Services
Texas
$15.1M +$12.8M +587,488 +590%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.5M +$915K +41,938 +7%
Ameriprise
5
Ameriprise
Minnesota
$14.2M +$437K +20,033 +3%
Morgan Stanley
6
Morgan Stanley
New York
$11M -$1.52M -69,841 -12%
LPL Financial
7
LPL Financial
California
$10.3M +$1.09M +49,887 +12%
IWC
8
Integrated Wealth Concepts
Massachusetts
$2.32M +$844K +38,691 +58%
EH
9
Equitable Holdings
New York
$2.13M +$41.1K +1,884 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.07M -$511K -23,405 -20%
AC
11
Avestar Capital
New York
$1.8M +$1.13M +51,688 +173%
ML
12
McAdam LLC
Pennsylvania
$1.71M -$47.6K -2,183 -3%
Jane Street
13
Jane Street
New York
$1.49M -$1.15M -52,756 -44%
EAM
14
Empirical Asset Management
Massachusetts
$1.25M -$19K -872 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.12M +$146K +6,674 +15%
AA
16
Advisory Alpha
Michigan
$1.08M +$29.5K +1,351 +3%
MML Investors Services
17
MML Investors Services
Massachusetts
$875K -$40.1K -1,837 -4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$866K -$22.2K -1,019 -3%
PAG
19
Private Advisor Group
New Jersey
$843K -$1.21M -55,505 -59%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$827K +$818K +37,517 New
AAS
21
Ameritas Advisory Services
Nebraska
$821K +$78.2K +3,583 +11%
VCP
22
Verus Capital Partners
Arizona
$732K -$18.1K -831 -2%
CA
23
Cetera Advisors
Colorado
$613K -$127K -5,826 -17%
VIM
24
Vista Investment Management
Pennsylvania
$608K -$106K -4,849 -15%
HCM
25
Howard Capital Management
Georgia
$564K +$558K +25,592 New