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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
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Overview Fund Activity

45 hedge funds and large institutions have $239M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
17
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$24.8M
2
Bank of America
2
Bank of America
North Carolina
$30.6M
3
LPL Financial
3
LPL Financial
California
$28.2M
4
DADC
4
D.A. Davidson & Co
Montana
$8.45M
5
WP
5
WealthShield Partners
North Carolina
$8.36M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$5.46M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.38M
4
OIA
4
OneDigital Investment Advisors
Kansas
$0
5
KAS
5
Kestra Advisory Services
Texas
$4.03M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$967K 20,777 +2,943 +17%
CAN
27
Cetera Advisor Networks
California
$917K 19,744 +19,744 New
EP
28
Eudaimonia Partners
Tennessee
$853K 18,374 +18,374 New
JCIA
29
Jackson Creek Investment Advisors
Colorado
$580K 12,491 +12,491 New
PAG
30
Private Advisor Group
New Jersey
$466K 10,029 +272 +3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$429K 9,255 +26 +0.3%
UWM
32
USAdvisors Wealth Management
Minnesota
$403K 8,669 -1,267 -13%
FWSM
33
First Wilshire Securities Management
California
$395K 8,500 – –
NWM
34
NEIRG Wealth Management
Massachusetts
$377K 8,128 -5,339 -40%
IFA
35
Interactive Financial Advisors
Illinois
$354K 7,024 +193 +3%
AAS
36
Ameritas Advisory Services
Nebraska
$228K 4,908 -219 -4%
HCM
37
Hengehold Capital Management
Ohio
$212K 4,564 -173 -4%
FAG
38
Fortitude Advisory Group
Washington
$162K 3,479 +515 +17%
FRA
39
Front Row Advisors
California
$79K 1,700 – –
PFS
40
Prospera Financial Services
Texas
$43K 926 +926 New
WPWM
41
Western Pacific Wealth Management
Illinois
$30K 650 +650 New
Wells Fargo
42
Wells Fargo
California
$24K 521 – –
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$13.3K 287 – –
HNB
44
Huntington National Bank
Ohio
– – – –
Morgan Stanley
45
Morgan Stanley
New York
$10K 211 +177 +521%
FGAM
46
Financial Gravity Asset Management
Texas
$2.49K 559 -4,429 -89%
Citadel Advisors
47
Citadel Advisors
Florida
– – -54,507 Closed
OIA
48
OneDigital Investment Advisors
Kansas
– – -36,435 Closed
FTUS
49
Flow Traders U.S.
New York
– – -20,248 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– – -12,676 Closed
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