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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

66 hedge funds and large institutions have $138M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
18
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
26
Cape Investment Advisory
Georgia
$988K -$116K -5,292 -11%
PAG
27
Private Advisor Group
New Jersey
$977K -$81.4K -3,712 -8%
LFGH
28
Lee Financial Group Hawaii
Hawaii
$888K +$75.6K +3,450 +9%
EAM
29
Empirical Asset Management
Massachusetts
$770K -$14.2K -646 -2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$686K +$462K +21,056 +206%
KAS
31
Kestra Advisory Services
Texas
$617K +$131K +5,959 +27%
SPC
32
Sigma Planning Corp
Michigan
$614K -$299K -13,654 -33%
GS
33
GTS Securities
New York
$564K +$564K +25,729 New
IFA
34
Interactive Financial Advisors
Illinois
$496K -$898K -10,925 -64%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$487K +$13.1K +595 +3%
MLRA
36
Main Line Retirement Advisors
Montana
$405K +$405K +17,731 New
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$399K
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$397K +$126K +5,738 +46%
SPWG
39
Syntegra Private Wealth Group
Missouri
$383K
FWSM
40
First Wilshire Securities Management
California
$359K
GAG
41
Goodman Advisory Group
Massachusetts
$343K -$1.97M -89,968 -85%
CW
42
Connectus Wealth
Ohio
$312K -$16.5K -754 -5%
PAS
43
Park Avenue Securities
New York
$311K +$311K +14,207 New
RFN
44
RDA Financial Network
Iowa
$290K -$6.6K -301 -2%
Truist Financial
45
Truist Financial
North Carolina
$287K +$287K +13,071 New
NA
46
NewEdge Advisors
Louisiana
$278K +$278K +12,663 New
SWP
47
Significant Wealth Partners
Illinois
$264K +$264K +12,035 New
CFD
48
Creative Financial Designs
Indiana
$242K -$280K -12,770 -54%
TFG
49
Team Financial Group
California
$219K -$2.02K -92 -0.9%
DWM
50
Dogwood Wealth Management
Kansas
$171K +$171K +7,808 New