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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

56 hedge funds and large institutions have $96.1M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
16
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IFA
26
Interactive Financial Advisors
Illinois
$468K -$9.54K -427 -2%
PAG
27
Private Advisor Group
New Jersey
$429K -$85.4K -3,821 -17%
GIA
28
Gladstone Institutional Advisory
Florida
$412K -$675K -30,208 -62%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$407K
SA
30
Sovran Advisors
California
$397K +$119K +5,381 +43%
SPWG
31
Syntegra Private Wealth Group
Missouri
$390K
CFD
32
Creative Financial Designs
Indiana
$355K +$25.8K +1,153 +8%
MML Investors Services
33
MML Investors Services
Massachusetts
$289K -$14.2K -635 -5%
HighTower Advisors
34
HighTower Advisors
Illinois
$285K -$3.93M -175,874 -93%
PI
35
PFG Investments
New York
$279K -$3.35K -150 -1%
Ameriprise
36
Ameriprise
Minnesota
$248K +$248K +11,110 New
TI
37
TrueMark Investments
Illinois
$246K -$191K -8,568 -44%
FTUS
38
Flow Traders U.S.
New York
$233K +$233K +10,403 New
CTWM
39
Cherry Tree Wealth Management
Minnesota
$77.3K
CIAS
40
Capital Investment Advisory Services
North Carolina
$51.4K
FRA
41
Front Row Advisors
California
$44.7K
DWM
42
Dogwood Wealth Management
Kansas
$35.5K -$9.9K -443 -22%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$20.6K
AWM
44
AE Wealth Management
Kansas
$18K
GAG
45
Goodman Advisory Group
Massachusetts
$10.9K +$10.9K +488 New
IRC
46
Investors Research Corp
Georgia
$6.93K
LFG
47
Larson Financial Group
Missouri
$5.28K +$45 +2 +0.9%
Wells Fargo
48
Wells Fargo
California
$5.26K +$5.24K +234 +23,400%
Morgan Stanley
49
Morgan Stanley
New York
$4.87K -$9.41K -421 -66%
CAM
50
Creekmur Asset Management
Illinois
$4.87K +$45 +2 +0.9%