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

59 hedge funds and large institutions have $173M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
21
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$8.98M
2
LPL Financial
2
LPL Financial
California
$20.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.75M
4
CIA
4
Cape Investment Advisory
Georgia
$1.16M
5
DADC
5
D.A. Davidson & Co
Montana
$9.33M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$24.5M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$862K
3
UBS Group
3
UBS Group
Switzerland
$3.31M
4
OMC
4
Old Mission Capital
Illinois
$1.13M
5
BWM
5
BlackDiamond Wealth Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWC
26
Adamsbrown Wealth Consultants
Kansas
$1.01M 23,316 +1,576 +7%
CIAS
27
Capital Investment Advisory Services
North Carolina
$964K 22,141 – –
SPC
28
Sigma Planning Corp
Michigan
$879K 20,186 -4,335 -18%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$862K 19,801 -355,873 -95%
EP
30
Eudaimonia Partners
Tennessee
$769K 17,674 -200 -1%
EAM
31
Empirical Asset Management
Massachusetts
$726K 16,689 +16,689 New
CAL
32
Capital Analysts LLC
Pennsylvania
$692K 15,905 +711 +5%
CFD
33
Creative Financial Designs
Indiana
$644K 14,790 +5,227 +55%
NWM
34
NEIRG Wealth Management
Massachusetts
$536K 12,322 -241 -2%
FIA
35
Foundations Investment Advisors
Arizona
$512K 11,771 +11,771 New
WP
36
WealthShield Partners
North Carolina
$479K 11,004 +11,004 New
KAS
37
Kestra Advisory Services
Texas
$407K 9,340 +9,340 New
CAN
38
Cetera Advisor Networks
California
$389K 8,938 -5,206 -37%
SPWG
39
Syntegra Private Wealth Group
Missouri
$380K 8,731 – –
IFA
40
Interactive Financial Advisors
Illinois
$372K 8,540 +253 +3%
VAFP
41
Vahanian & Associates Financial Planning
New York
$360K 8,276 -1,232 -13%
FWSM
42
First Wilshire Securities Management
California
$357K 8,200 – –
WA
43
Win Advisors
Florida
$348K 8,004 +8,004 New
GSEP
44
Golden State Equity Partners
California
$342K 7,862 +7,862 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$323K 7,434 +667 +10%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$293K 6,725 +6,725 New
FTUS
47
Flow Traders U.S.
New York
$288K 6,615 +6,615 New
FRA
48
Front Row Advisors
California
$67K 1,537 +300 +24%
AAS
49
Ameritas Advisory Services
Nebraska
$39.8K 913 +913 New
PTC
50
Private Trust Company
Ohio
$27.5K 631 +598 +1,812%
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