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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

54 hedge funds and large institutions have $301M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
+9
Holders Change %
+20%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
16
Increased
18
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TWP
26
Tower Wealth Partners
Pennsylvania
$1.91M 41,852 +41,852 New
Cerity Partners
27
Cerity Partners
New York
$1.89M 41,455 +41,455 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.7M 37,271 +37,271 New
PCWA
29
Pacific Capital Wealth Advisors
California
$1.29M 28,212 -5,705 -17%
PAG
30
Private Advisor Group
New Jersey
$1.07M 23,533 +13,504 +135%
CAN
31
Cetera Advisor Networks
California
$981K 21,509 +1,765 +9%
EP
32
Eudaimonia Partners
Tennessee
$838K 18,374
JCIA
33
Jackson Creek Investment Advisors
Colorado
$582K 12,694 +203 +2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$569K 12,481 -17,850 -59%
NWM
35
NEIRG Wealth Management
Massachusetts
$485K 10,644 +2,516 +31%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$481K 10,567 +1,312 +14%
PFA
37
Professional Financial Advisors
Nebraska
$459K 10,068 +10,068 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$442K 9,705 +9,705 New
UWM
39
USAdvisors Wealth Management
Minnesota
$395K 8,665 -4 -0%
FWSM
40
First Wilshire Securities Management
California
$388K 8,500
IFA
41
Interactive Financial Advisors
Illinois
$324K 7,081 +57 +0.8%
IWC
42
Integrated Wealth Concepts
Massachusetts
$321K 7,044 +7,044 New
AWC
43
Adamsbrown Wealth Consultants
Kansas
$276K 6,061 +6,061 New
Citadel Advisors
44
Citadel Advisors
Florida
$233K 5,116 +5,116 New
FTUS
45
Flow Traders U.S.
New York
$230K 5,052 +5,052 New
HCM
46
Hengehold Capital Management
Ohio
$208K 4,564
RCM
47
Rain Capital Management
Oregon
$100K 2,188 +2,188 New
FRA
48
Front Row Advisors
California
$71K 1,547 -153 -9%
WPWM
49
Western Pacific Wealth Management
Illinois
$29K 650
PFS
50
Prospera Financial Services
Texas
$25K 550 -376 -41%