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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 %
IFA
26
Interactive Financial Advisors
Illinois
$458K 20,598 -331 -2%
SPWG
27
Syntegra Private Wealth Group
Missouri
$388K 17,462
PI
28
PFG Investments
New York
$376K 16,915 +4,440 +36%
CFD
29
Creative Financial Designs
Indiana
$358K 16,124 +247 +2%
PAG
30
Private Advisor Group
New Jersey
$352K 15,823 -3,356 -17%
Ameriprise
31
Ameriprise
Minnesota
$247K 11,110
HighTower Advisors
32
HighTower Advisors
Illinois
$214K 9,616 -3,118 -24%
Raymond James Financial
33
Raymond James Financial
Florida
$128K 5,745 +5,745 New
CTWM
34
Cherry Tree Wealth Management
Minnesota
$76.9K 3,458
GAG
35
Goodman Advisory Group
Massachusetts
$63.9K 2,874 +2,386 +489%
CIAS
36
Capital Investment Advisory Services
North Carolina
$51.1K 2,300
FRA
37
Front Row Advisors
California
$32K 1,440 -560 -28%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$20.6K 928
DWM
39
Dogwood Wealth Management
Kansas
$18.5K 827 -763 -48%
AWM
40
AE Wealth Management
Kansas
$17.9K 805
IRC
41
Investors Research Corp
Georgia
$6.89K 310
LFG
42
Larson Financial Group
Missouri
$5.3K 239 +3 +1%
Wells Fargo
43
Wells Fargo
California
$5.27K 237 +2 +0.9%
PS
44
Principal Securities
Iowa
$4.96K 223 +118 +112%
CAM
45
Creekmur Asset Management
Illinois
$4.9K 220 +2 +0.9%
Morgan Stanley
46
Morgan Stanley
New York
$4.85K 218
GSWM
47
Golden State Wealth Management
California
$3.69K 166
CIA
48
Cape Investment Advisory
Georgia
$934 42
Fidelity Investments
49
Fidelity Investments
Massachusetts
$22 1 +1 New
FA
50
Fermata Advisors
California
-21,237 Closed