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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.

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 %
PCWA
51
Pacific Capital Wealth Advisors
California
$97.1K +$97.1K +4,428 New
CTWM
52
Cherry Tree Wealth Management
Minnesota
$75.8K
HNB
53
Huntington National Bank
Ohio
$57.8K -$9.22K
FRA
54
Front Row Advisors
California
$51.5K -$2.02K -92 -4%
CPA
55
Clear Point Advisors
New York
$50.7K +$50.7K +2,313 New
PTC
56
Private Trust Company
Ohio
$19.1K
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$18.9K
IGWM
58
ICA Group Wealth Management
Colorado
$15.7K +$15.7K +718 New
WP
59
WealthShield Partners
North Carolina
$14.5K
NMG
60
New Millennium Group
Utah
$7.91K +$7.91K +361 New
TRCT
61
Tower Research Capital (TRC)
New York
$6.95K +$6.95K +317 New
IRC
62
Investors Research Corp
Georgia
$6.8K
PS
63
Principal Securities
Iowa
$4.74K +$4.74K +216 New
CAM
64
Creekmur Asset Management
Illinois
$4.55K +$4.55K +208 New
FGAM
65
Financial Gravity Asset Management
Texas
$2.13K +$1.09K +49 +104%
Morgan Stanley
66
Morgan Stanley
New York
$86 +$86 +2 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$44 -$2.4K -109 -98%
Wells Fargo
68
Wells Fargo
California
$4 -$25 -1 Closed
WEG
69
World Equity Group
Illinois
-$4.88M -220,649 Closed
WA
70
Win Advisors
Florida
-$1.66M -74,912 Closed
FIA
71
Foundations Investment Advisors
Arizona
-$1.01M -45,543 Closed
EP
72
Eudaimonia Partners
Tennessee
-$670K -30,248 Closed
AAG
73
Armstrong Advisory Group
Massachusetts
-$28.6K -1,290 Closed