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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

42 hedge funds and large institutions have $159M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
19
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SI
1
SimpliFi Inc
California
$45.2M 968,062 -126,731 -12%
LPL Financial
2
LPL Financial
California
$18.4M 393,177 +112,669 +40%
TC
3
Trilogy Capital
California
$12.1M 258,615 +2,262 +0.9%
FIM
4
Freedom Investment Management
Connecticut
$11.6M 249,050 -20,082 -7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.2M 218,983 +217,097 +11,511%
UBS Group
6
UBS Group
Switzerland
$10.1M 217,045 +88,589 +69%
IA
7
IFP Advisors
Florida
$8.3M 177,370 +4,431 +3%
Bank of America
8
Bank of America
North Carolina
$8.02M 171,839 -15,998 -9%
KAS
9
Kestra Advisory Services
Texas
$5.66M 121,317 +6,201 +5%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.12M 109,537 +2,875 +3%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.42M 94,662 +94,662 New
Citadel Advisors
12
Citadel Advisors
Florida
$2.54M 54,507 +15,958 +41%
ML
13
McAdam LLC
Pennsylvania
$2.4M 51,333 +7,391 +17%
OIA
14
OneDigital Investment Advisors
Kansas
$1.7M 36,435 +1,476 +4%
PCWA
15
Pacific Capital Wealth Advisors
California
$1.58M 33,917
ASN
16
Advisory Services Network
Georgia
$1.47M 31,567 +31,567 New
MCM
17
Mengis Capital Management
Oregon
$1.47M 31,549 +1,100 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.11M 23,852 -417 -2%
FTUS
19
Flow Traders U.S.
New York
$945K 20,248 +1,740 +9%
AAS
20
Avantax Advisory Services
Texas
$833K 17,834 +6,214 +53%
Stifel Financial
21
Stifel Financial
Missouri
$643K 13,765 -1,063 -7%
NWM
22
NEIRG Wealth Management
Massachusetts
$629K 13,467 +13,467 New
Jane Street
23
Jane Street
New York
$591K 12,671 -36,135 -74%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$591K 12,676 +12,676 New
UWM
25
USAdvisors Wealth Management
Minnesota
$464K 9,936 -4,603 -32%