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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
$34.2M +$2.97M +131,931 +10%
LPL Financial
2
LPL Financial
California
$33.4M +$7.32M +325,481 +28%
Morgan Stanley
3
Morgan Stanley
New York
$16M -$268K -11,923 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.38M +$1.49M +66,310 +19%
BRWA
5
B. Riley Wealth Advisors
Florida
$6.03M -$152K -6,774 -2%
IWC
6
Integrated Wealth Concepts
Massachusetts
$3.59M +$135K +5,985 +4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.47M -$10.4K -464 -0.3%
SAI
8
Savvy Advisors Inc
New York
$3.22M +$3.22M +143,014 New
MML Investors Services
9
MML Investors Services
Massachusetts
$2.99M +$996K +44,311 +50%
KAS
10
Kestra Advisory Services
Texas
$2.92M +$1.03M +45,844 +55%
Ameriprise
11
Ameriprise
Minnesota
$2.9M +$1.19M +52,892 +70%
VC
12
Vicus Capital
Pennsylvania
$2.66M +$127K +5,648 +5%
HCM
13
Howard Capital Management
Georgia
$2.14M +$166K +7,375 +8%
MWM
14
Moulton Wealth Management
Washington
$1.84M +$286K +12,702 New
PFS
15
Prospera Financial Services
Texas
$1.59M -$18.1K -807 -1%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$1.51M +$34.6K +1,540 +2%
Raymond James Financial
17
Raymond James Financial
Florida
$1.5M +$1.04M +46,443 +233%
AC
18
Avestar Capital
New York
$1.36M +$89.7K +3,990 +7%
Stifel Financial
19
Stifel Financial
Missouri
$1.36M +$53.2K +2,366 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.35M +$6.48K +288 +0.5%
AA
21
Advisory Alpha
Michigan
$1.27M +$137K +6,085 +12%
ML
22
McAdam LLC
Pennsylvania
$1.1M -$32.5K -1,446 -3%
ECA
23
Elevation Capital Advisory
Oregon
$1.05M -$4.16M -184,930 -80%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$997K +$995K +44,244 New
EAM
25
Empirical Asset Management
Massachusetts
$991K +$133K +5,929 +16%