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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

24 hedge funds and large institutions have $53.1M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
6
Increased
5
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
1
Trilogy Capital
California
$12.5M 269,597 +269,597 New
HA
2
Harborview Advisors
Maine
$10.1M 220,060 -2,334 -1%
UWM
3
USAdvisors Wealth Management
Minnesota
$6.65M 134,233 -73,653 -35%
HHRDM
4
H&H Retirement Design & Management
Nevada
$5.23M 113,415 +113,415 New
CFA
5
Carroll Financial Associates
North Carolina
$4.58M 99,516 +1,454 +1%
BFG
6
Barber Financial Group
Kansas
$4.04M 87,576 -4,074 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.73M 59,218 +59,218 New
CF
8
Centaurus Financial
California
$1.55M 33,679 +60 +0.2%
BSAM
9
Blue Sky Asset Management
Colorado
$1.07M 23,244 -610 -3%
Citadel Advisors
10
Citadel Advisors
Florida
$1.01M 21,949 -7,409 -25%
Bank of America
11
Bank of America
North Carolina
$782K 16,973 -29,923 -64%
HCM
12
Hengehold Capital Management
Ohio
$559K 12,129 -161 -1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$409K 8,890 +198 +2%
AWM
14
AE Wealth Management
Kansas
$338K 7,346 -11,593 -61%
SS
15
Simplicity Solutions
Minnesota
$326K 7,077 +7,077 New
FFN
16
Focus Financial Network
Minnesota
$290K 6,303 -359 -5%
BFA
17
Beacon Financial Advisory
Ohio
$286K 6,222 +33 +0.5%
UBS Group
18
UBS Group
Switzerland
$277K 6,005 -1,280 -18%
IFA
19
Interactive Financial Advisors
Illinois
$267K 5,788 +323 +6%
AIM
20
Arcadia Investment Management
Michigan
$41K 900
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$33K 716 -19 -3%
HNB
22
Huntington National Bank
Ohio
SF
23
Synovus Financial
Georgia
$6K 133 +133 New
FGAM
24
Financial Gravity Asset Management
Texas
$1.07K 23,244 -610 -3%
AIC
25
Ameritas Investment Company
Nebraska
-54,569 Closed