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

56 hedge funds and large institutions have $131M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 14 closing their positions.

Holders
56
Holders Change
-10
Holders Change %
-15.15%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
23
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Win Advisors
Florida
$11.4M
2
MWM
2
Modern Wealth Management
Kansas
$23.7M
3
AAS
3
Ameritas Advisory Services
Nebraska
$1.69M
4
GAG
4
Goodman Advisory Group
Massachusetts
$1.6M
5
SPC
5
Sigma Planning Corp
Michigan
$1.27M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$319K
3
Bank of America
3
Bank of America
North Carolina
$14.2M
4
AWM
4
AE Wealth Management
Kansas
$0
5
MSFS
5
Main Street Financial Solutions
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FIM
26
Freedom Investment Management
Connecticut
$908K 41,108 -28,962 -41%
Citadel Advisors
27
Citadel Advisors
Florida
$868K 39,325 -10,813 -22%
EAM
28
Empirical Asset Management
Massachusetts
$783K 35,441 +310 +0.9%
SWP
29
Significant Wealth Partners
Illinois
$538K 24,373 +12,338 +103%
IFA
30
Interactive Financial Advisors
Illinois
$503K 22,800 +16,763 +278%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$494K 22,362 +158 +0.7%
MML Investors Services
32
MML Investors Services
Massachusetts
$481K 21,780 -54,878 -72%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$402K 18,188 – –
SPWG
34
Syntegra Private Wealth Group
Missouri
$386K 17,462 – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$347K 15,719 -2,397 -13%
MLRA
36
Main Line Retirement Advisors
Montana
$342K 14,776 -2,955 -17%
FWSM
37
First Wilshire Securities Management
California
$337K 15,242 -1,158 -7%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$319K 14,434 -149,474 -91%
CW
39
Connectus Wealth
Ohio
$315K 14,272 +29 +0.2%
CFD
40
Creative Financial Designs
Indiana
$308K 13,969 +2,931 +27%
NA
41
NewEdge Advisors
Louisiana
$291K 13,157 +494 +4%
RFN
42
RDA Financial Network
Iowa
$290K 13,136 -96 -0.7%
DWM
43
Dogwood Wealth Management
Kansas
$193K 8,763 +955 +12%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$159K 7,195 -24,089 -77%
MG
45
Mather Group
Illinois
$156K 7,114 +7,114 New
PCWA
46
Pacific Capital Wealth Advisors
California
$97.8K 4,428 – –
FGAM
47
Financial Gravity Asset Management
Texas
$89.1K 4,036 +3,940 +4,104%
CTWM
48
Cherry Tree Wealth Management
Minnesota
$76.4K 3,458 – –
FRA
49
Front Row Advisors
California
$51.9K 2,350 – –
CPA
50
Clear Point Advisors
New York
$51.5K 2,334 +21 +0.9%
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