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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

45 hedge funds and large institutions have $239M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
17
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SI
1
SimpliFi Inc
California
$43.4M 934,476 -33,586 -3%
Bank of America
2
Bank of America
North Carolina
$30.6M 658,911 +487,072 +283%
LPL Financial
3
LPL Financial
California
$28.2M 608,276 +215,099 +55%
AWM
4
AE Wealth Management
Kansas
$24.8M 533,967 +533,967 New
TC
5
Trilogy Capital
California
$18.2M 391,183 +132,568 +51%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.3M 242,388 +23,405 +11%
UBS Group
7
UBS Group
Switzerland
$10.1M 217,292 +247 +0.1%
IA
8
IFP Advisors
Florida
$9.26M 192,985 +15,615 +9%
DADC
9
D.A. Davidson & Co
Montana
$8.45M 181,881 +181,881 New
WP
10
WealthShield Partners
North Carolina
$8.36M 179,974 +179,974 New
SOS
11
Silver Oak Securities
Tennessee
$5.56M 119,479 +119,479 New
FIM
12
Freedom Investment Management
Connecticut
$5.46M 117,643 -131,407 -53%
HighTower Advisors
13
HighTower Advisors
Illinois
$5.04M 108,560 -977 -0.9%
KAS
14
Kestra Advisory Services
Texas
$4.03M 86,755 -34,562 -28%
ML
15
McAdam LLC
Pennsylvania
$2.66M 57,274 +5,941 +12%
MIAN
16
Mariner Independent Advisor Network
Kansas
$2.47M 53,146 +53,146 New
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.38M 51,240 -43,422 -46%
BWM
18
BlackDiamond Wealth Management
New York
$2.05M 44,160 +44,160 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.72M 36,980 +13,128 +55%
PCWA
20
Pacific Capital Wealth Advisors
California
$1.58M 33,917
ASN
21
Advisory Services Network
Georgia
$1.49M 32,143 +576 +2%
Stifel Financial
22
Stifel Financial
Missouri
$1.45M 31,121 +17,356 +126%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.41M 30,331 +23,043 +316%
MCM
24
Mengis Capital Management
Oregon
$1.32M 28,469 -3,080 -10%
GSEP
25
Golden State Equity Partners
California
$1.08M 23,294 +23,294 New