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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 %
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$19.2K 865 – –
IGWM
52
ICA Group Wealth Management
Colorado
$13.8K 627 -91 -13%
CAM
53
Creekmur Asset Management
Illinois
$6.94K 314 +106 +51%
IRC
54
Investors Research Corp
Georgia
$6.85K 310 – –
Fidelity Investments
55
Fidelity Investments
Massachusetts
$22 1 -1 -50%
Wells Fargo
56
Wells Fargo
California
$18 1 +1 New
AWM
57
AE Wealth Management
Kansas
– – -119,405 Closed
MSFS
58
Main Street Financial Solutions
Pennsylvania
– – -100,935 Closed
OMC
59
Old Mission Capital
Illinois
– – -64,030 Closed
KAS
60
Kestra Advisory Services
Texas
– – -28,156 Closed
GS
61
GTS Securities
New York
– – -25,729 Closed
PAS
62
Park Avenue Securities
New York
– – -14,207 Closed
Truist Financial
63
Truist Financial
North Carolina
– – -13,071 Closed
TFG
64
Team Financial Group
California
– – -10,008 Closed
PTC
65
Private Trust Company
Ohio
– – -872 Closed
WP
66
WealthShield Partners
North Carolina
– – -662 Closed
NMG
67
New Millennium Group
Utah
– – -361 Closed
TRCT
68
Tower Research Capital (TRC)
New York
– – -317 Closed
PS
69
Principal Securities
Iowa
– – -216 Closed
Morgan Stanley
70
Morgan Stanley
New York
– – -2 Closed
HNB
71
Huntington National Bank
Ohio
– – – –
CFGS
72
Concourse Financial Group Securities
Alabama
– – – –
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