AGZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

49 hedge funds and large institutions have $65.7M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
49
Holders Change
-7
Holders Change %
-12.5%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.6M 478,612 -36,258 -7%
LPL Financial
2
LPL Financial
California
$8.37M 376,576 -51,709 -12%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$5.02M 225,858 -2,416 -1%
ML
4
McAdam LLC
Pennsylvania
$4.81M 216,313 +13,147 +6%
MWM
5
Modern Wealth Management
Kansas
$4.34M 195,383 -3,250 -2%
TC
6
Trilogy Capital
California
$4.22M 190,000 -726,944 -79%
Jane Street
7
Jane Street
New York
$3.54M 159,300 +26,264 +20%
SOS
8
Silver Oak Securities
Tennessee
$2.46M 110,856 +218 +0.2%
WI
9
WBI Investments
New Jersey
$2.14M 96,233 +55,362 +135%
AI
10
AXS Investments
New York
$2.11M 95,135 +95,135 New
SC
11
Sykon Capital
New York
$1.83M 82,105 -21,463 -21%
SPC
12
Sigma Planning Corp
Michigan
$1.79M 80,389 +2 +0%
Stifel Financial
13
Stifel Financial
Missouri
$1.55M 69,901 -135,167 -66%
Mariner
14
Mariner
Kansas
$1.48M 66,484 +1,432 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.26M 56,465 -2,118 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.14M 50,602 -3,550 -7%
UBS Group
17
UBS Group
Switzerland
$1.07M 48,120 -6,072 -11%
GRP
18
Global Retirement Partners
California
$973K 43,771 +43,771 New
WA
19
Win Advisors
Florida
$810K 36,430 -346,072 -90%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$717K 32,263 -2,834 -8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$567K 25,508 -7,272 -22%
Citadel Advisors
22
Citadel Advisors
Florida
$518K 23,283 -28,195 -55%
OMC
23
Old Mission Capital
Illinois
$509K 22,892 -57,240 -71%
AAS
24
Ameritas Advisory Services
Nebraska
$495K 22,246 -7,751 -26%
EH
25
Equitable Holdings
New York
$483K 21,720 -1,637 -7%