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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

59 hedge funds and large institutions have $173M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
21
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIC
51
SJS Investment Consulting
Ohio
$17.4K 400 +400 New
IGWM
52
ICA Group Wealth Management
Colorado
$14.8K 341 +341 New
HNB
53
Huntington National Bank
Ohio
IRC
54
Investors Research Corp
Georgia
$6.75K 155
TRCT
55
Tower Research Capital (TRC)
New York
$3K 79 -794 -91%
FGAM
56
Financial Gravity Asset Management
Texas
$2.41K 44 +1 +2%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$509 11,693 -764 -6%
Wells Fargo
58
Wells Fargo
California
$64 1
Fidelity Investments
59
Fidelity Investments
Massachusetts
$44 1 -4 -80%
Morgan Stanley
60
Morgan Stanley
New York
$44 1 +1 New
BWM
61
BlackDiamond Wealth Management
New York
-52,333 Closed
ASN
62
Advisory Services Network
Georgia
-47,036 Closed
Cerity Partners
63
Cerity Partners
New York
-22,525 Closed
PCWA
64
Pacific Capital Wealth Advisors
California
-20,822 Closed
IWC
65
Integrated Wealth Concepts
Massachusetts
-9,561 Closed
PFA
66
Professional Financial Advisors
Nebraska
-9,283 Closed
FFA
67
Farther Finance Advisors
California
-1,535 Closed
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
-859 Closed
FWP
69
FAS Wealth Partners
Kansas
-62 Closed
NA
70
NewEdge Advisors
Louisiana
-3 Closed
CFGS
71
Concourse Financial Group Securities
Alabama