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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

56 hedge funds and large institutions have $167M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
18
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$889K -$885K -39,990 -50%
SC
27
Sykon Capital
New York
$887K +$887K +40,082 New
UBS Group
28
UBS Group
Switzerland
$855K -$2.51M -113,338 -75%
OMC
29
Old Mission Capital
Illinois
$841K -$304K -13,728 -27%
LFGH
30
Lee Financial Group Hawaii
Hawaii
$825K +$825K +37,284 New
EAM
31
Empirical Asset Management
Massachusetts
$779K +$40.8K +1,846 +6%
CAL
32
Capital Analysts LLC
Pennsylvania
$685K -$18.4K -834 -3%
EP
33
Eudaimonia Partners
Tennessee
$669K -$113K -5,100 -14%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$628K -$248K -11,226 -28%
KAS
35
Kestra Advisory Services
Texas
$563K +$149K +6,752 +36%
CFD
36
Creative Financial Designs
Indiana
$536K -$118K -5,354 -18%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$520K +$2.88K +130 +0.6%
FGAM
38
Financial Gravity Asset Management
Texas
$439K
SPWG
39
Syntegra Private Wealth Group
Missouri
$386K
IFA
40
Interactive Financial Advisors
Illinois
$366K -$11.9K -536 -3%
FWSM
41
First Wilshire Securities Management
California
$363K
NWM
42
NEIRG Wealth Management
Massachusetts
$355K -$190K -8,576 -35%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$350K +$52.6K +2,380 +18%
WA
44
Win Advisors
Florida
$271K -$4.33K -252 -2%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$243K -$86K -3,886 -26%
CTWM
46
Cherry Tree Wealth Management
Minnesota
$152K +$152K +6,892 New
FRA
47
Front Row Advisors
California
$68K
WP
48
WealthShield Partners
North Carolina
$38.9K -$448K -20,250 -92%
SCA
49
Stonebridge Capital Advisors
Minnesota
$20.6K +$20.6K +930 New
PTC
50
Private Trust Company
Ohio
$19.3K -$8.63K -390 -31%