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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

49 hedge funds and large institutions have $65.7M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
26
Interactive Financial Advisors
Illinois
$458K
SPWG
27
Syntegra Private Wealth Group
Missouri
$388K
PI
28
PFG Investments
New York
$376K
CFD
29
Creative Financial Designs
Indiana
$358K
PAG
30
Private Advisor Group
New Jersey
$352K
Ameriprise
31
Ameriprise
Minnesota
$247K
HighTower Advisors
32
HighTower Advisors
Illinois
$214K
Raymond James Financial
33
Raymond James Financial
Florida
$128K
CTWM
34
Cherry Tree Wealth Management
Minnesota
$76.9K
GAG
35
Goodman Advisory Group
Massachusetts
$63.9K
CIAS
36
Capital Investment Advisory Services
North Carolina
$51.1K
FRA
37
Front Row Advisors
California
$32K
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$20.6K
DWM
39
Dogwood Wealth Management
Kansas
$18.5K
AWM
40
AE Wealth Management
Kansas
$17.9K
IRC
41
Investors Research Corp
Georgia
$6.89K
LFG
42
Larson Financial Group
Missouri
$5.3K
Wells Fargo
43
Wells Fargo
California
$5.26K
PS
44
Principal Securities
Iowa
$4.96K
CAM
45
Creekmur Asset Management
Illinois
$4.9K
Morgan Stanley
46
Morgan Stanley
New York
$4.85K
GSWM
47
Golden State Wealth Management
California
$3.69K
CIA
48
Cape Investment Advisory
Georgia
$934
Fidelity Investments
49
Fidelity Investments
Massachusetts
$22
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania