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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

58 hedge funds and large institutions have $105M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
13
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
51
Creekmur Asset Management
Illinois
$4.85K +$45 +2 +0.9%
GSWM
52
Golden State Wealth Management
California
$3.73K +$3.73K +166 New
MSWA
53
Marshall & Sterling Wealth Advisors
New York
$2.59K +$2.59K +116 New
PS
54
Principal Securities
Iowa
$2.36K +$2.36K +105 New
SAM
55
Synergy Asset Management
Washington
$2.18K +$2.18K +97 New
SIS
56
Sound Income Strategies
Florida
$1.57K
CIA
57
Cape Investment Advisory
Georgia
$943 -$765K -34,086 -100%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$202 +$202 +9 New
Wells Fargo
59
Wells Fargo
California
$26
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
-$1.88M -83,821 Closed
TWP
61
Tower Wealth Partners
Pennsylvania
-$1.59M -70,708 Closed
Jane Street
62
Jane Street
New York
-$715K -31,894 Closed
Citadel Advisors
63
Citadel Advisors
Florida
-$594K -26,498 Closed
MLRA
64
Main Line Retirement Advisors
Montana
-$315K -14,058 Closed
CPA
65
Clear Point Advisors
New York
-$42.7K -1,903 Closed
AP
66
Atwood & Palmer
Missouri
-$23.5K -1,046 Closed
GAG
67
Goodman Advisory Group
Massachusetts
-$10.9K -488 Closed
SPIA
68
Steward Partners Investment Advisory
New York
-$4.91K -219 Closed
ACM
69
Anfield Capital Management
California
-$2.69K -120 Closed
TRCT
70
Tower Research Capital (TRC)
New York
-$471 -21 Closed