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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

30 hedge funds and large institutions have $81.2M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
11
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
1
Trilogy Capital
California
$17.5M 373,111 +118,623 +47%
FIM
2
Freedom Investment Management
Connecticut
$13.9M 294,614 +294,614 New
Bank of America
3
Bank of America
North Carolina
$13.5M 286,515 +206,192 +257%
HA
4
Harborview Advisors
Maine
$11.5M 244,640 +27,387 +13%
LPL Financial
5
LPL Financial
California
$3.89M 82,832 +82,832 New
FTUS
6
Flow Traders U.S.
New York
$3.27M 69,548 +64,380 +1,246%
KAS
7
Kestra Advisory Services
Texas
$3.17M 67,367 +67,367 New
Osaic Holdings
8
Osaic Holdings
Arizona
$2.99M 63,565 +29,503 +87%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.02M 43,049 +36,782 +587%
PCWA
10
Pacific Capital Wealth Advisors
California
$1.63M 34,557 +34,557 New
Citadel Advisors
11
Citadel Advisors
Florida
$1.56M 33,075 -20,916 -39%
ML
12
McAdam LLC
Pennsylvania
$1.19M 25,394 +9,125 +56%
Jane Street
13
Jane Street
New York
$1.12M 23,850 -96,614 -80%
UWM
14
USAdvisors Wealth Management
Minnesota
$883K 18,804 -118,488 -86%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$493K 10,480 +10,480 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$429K 9,145 +1,295 +16%
IFA
17
Interactive Financial Advisors
Illinois
$351K 7,457 +1,326 +22%
HSA
18
HBK Sorce Advisory
Pennsylvania
$303K 6,445 -19 -0.3%
AIC
19
Ameritas Investment Company
Nebraska
$297K 6,318 +6,318 New
CFA
20
Carroll Financial Associates
North Carolina
$292K 6,213 +6,135 +7,865%
UBS Group
21
UBS Group
Switzerland
$257K 5,460 +4,840 +781%
HCM
22
Hengehold Capital Management
Ohio
$226K 4,800 -19,447 -80%
AWM
23
AE Wealth Management
Kansas
$207K 4,413 +4,413 New
HI
24
Harbour Investments
Wisconsin
$109K 2,309 +2,309 New
SCA
25
Stonebridge Capital Advisors
Minnesota
$44K 932 +932 New