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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
$30.8M +$1.74M +77,797 +6%
LPL Financial
2
LPL Financial
California
$16.3M +$3.13M +140,009 +24%
BRWA
3
B. Riley Wealth Advisors
Florida
$13.1M -$741K -33,131 -5%
Morgan Stanley
4
Morgan Stanley
New York
$12.7M -$2.17K -97 -0%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11M -$1.64M -73,319 -13%
ECA
6
Elevation Capital Advisory
Oregon
$6.28M +$6.31M +282,348 New
GM
7
GeoWealth Management
Illinois
$6.28M +$6.31M +282,348 New
Ameriprise
8
Ameriprise
Minnesota
$4.68M +$549K +24,568 +13%
IWC
9
Integrated Wealth Concepts
Massachusetts
$3.04M +$257K +11,507 +9%
VC
10
Vicus Capital
Pennsylvania
$2.54M +$2.55M +114,049 New
EH
11
Equitable Holdings
New York
$2.23M +$481K +21,530 +27%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.86M +$291K +13,008 +18%
PFS
13
Prospera Financial Services
Texas
$1.59M +$1.27M +56,986 +389%
Raymond James Financial
14
Raymond James Financial
Florida
$1.48M +$1.49M +66,641 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$1.39M +$105K +4,703 +8%
AC
16
Avestar Capital
New York
$1.35M -$159K -7,132 -11%
ML
17
McAdam LLC
Pennsylvania
$1.31M -$118K -5,293 -8%
Jane Street
18
Jane Street
New York
$1.23M +$1.24M +55,273 New
WS
19
Wedbush Securities
California
$1.11M +$1.12M +49,962 New
KAS
20
Kestra Advisory Services
Texas
$1.03M +$140K +6,254 +16%
AA
21
Advisory Alpha
Michigan
$949K +$40.8K +1,827 +4%
Osaic Holdings
22
Osaic Holdings
Arizona
$800K +$121K +5,421 +18%
HCM
23
Howard Capital Management
Georgia
$772K -$156 -7 -0%
EAM
24
Empirical Asset Management
Massachusetts
$717K +$49.6K +2,218 +7%
VCP
25
Verus Capital Partners
Arizona
$674K -$72.4K -3,237 -10%