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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
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Overview Fund Activity

54 hedge funds and large institutions have $301M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
+9
Holders Change %
+20%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
16
Increased
18
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$44.7M
2
BFG
2
Barber Financial Group
Kansas
$14.2M
3
Jane Street
3
Jane Street
New York
$10.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$8.25M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$7.9M

Top Sellers

1
MCM
1
Mengis Capital Management
Oregon
$0
2
TC
2
Trilogy Capital
California
$16.6M
3
AAS
3
Avantax Advisory Services
Texas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$569K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$44.7M 979,467 +320,556 +49%
SI
2
SimpliFi Inc
California
$42.6M 935,332 +856 +0.1%
LPL Financial
3
LPL Financial
California
$28.7M 630,431 +22,155 +4%
AWM
4
AE Wealth Management
Kansas
$23.9M 523,528 -10,439 -2%
TC
5
Trilogy Capital
California
$16.6M 363,508 -27,675 -7%
BFG
6
Barber Financial Group
Kansas
$14.2M 310,833 +310,833 New
UBS Group
7
UBS Group
Switzerland
$11.6M 255,210 +37,918 +17%
Jane Street
8
Jane Street
New York
$10.8M 237,794 +237,794 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.4M 227,578 -14,810 -6%
IA
10
IFP Advisors
Florida
$9.26M 192,985 – –
DADC
11
D.A. Davidson & Co
Montana
$8.6M 188,719 +6,838 +4%
Stifel Financial
12
Stifel Financial
Missouri
$8.25M 180,880 +149,759 +481%
SOS
13
Silver Oak Securities
Tennessee
$8.22M 179,571 +60,092 +50%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.9M 173,243 +136,263 +368%
WP
15
WealthShield Partners
North Carolina
$7.73M 169,480 -10,494 -6%
FIM
16
Freedom Investment Management
Connecticut
$4.97M 108,972 -8,671 -7%
HighTower Advisors
17
HighTower Advisors
Illinois
$4.93M 108,279 -281 -0.3%
KAS
18
Kestra Advisory Services
Texas
$3.81M 83,590 -3,165 -4%
MSFS
19
Main Street Financial Solutions
Pennsylvania
$3.45M 75,699 +75,699 New
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.44M 75,455 +24,215 +47%
BWM
21
BlackDiamond Wealth Management
New York
$2.79M 60,694 +16,534 +37%
ML
22
McAdam LLC
Pennsylvania
$2.55M 56,011 -1,263 -2%
MIAN
23
Mariner Independent Advisor Network
Kansas
$2.5M 54,417 +1,271 +2%
OMC
24
Old Mission Capital
Illinois
$2.12M 46,577 +46,577 New
ASN
25
Advisory Services Network
Georgia
$2.09M 45,932 +13,789 +43%
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