AGZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

55 hedge funds and large institutions have $204M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 13 closing their positions.

Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
0.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
20
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$40.7M 936,778 -172,609 -16%
TC
2
Trilogy Capital
California
$29.3M 675,047 +315,396 +88%
LPL Financial
3
LPL Financial
California
$16.4M 377,813 -134,703 -26%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$16.3M 375,674 +315,743 +527%
BFG
5
Barber Financial Group
Kansas
$12.6M 289,534 -13,164 -4%
IA
6
IFP Advisors
Florida
$8.84M 184,281 -11,798 -6%
UBS Group
7
UBS Group
Switzerland
$8.57M 197,128 -15,694 -7%
DADC
8
D.A. Davidson & Co
Montana
$8.17M 187,921 -12,481 -6%
SOS
9
Silver Oak Securities
Tennessee
$7.58M 174,480 -41,481 -19%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.19M 165,061 -29,188 -15%
FIM
11
Freedom Investment Management
Connecticut
$5.31M 122,279 +20,026 +20%
OMC
12
Old Mission Capital
Illinois
$4.96M 114,211 +114,211 New
HighTower Advisors
13
HighTower Advisors
Illinois
$4.91M 113,356 +7,968 +8%
Stifel Financial
14
Stifel Financial
Missouri
$3.37M 77,637 +9,991 +15%
ML
15
McAdam LLC
Pennsylvania
$2.4M 51,333 -6,659 -11%
BWM
16
BlackDiamond Wealth Management
New York
$2.28M 52,333 -5,588 -10%
MSFS
17
Main Street Financial Solutions
Pennsylvania
$2.11M 48,463 -26,893 -36%
ASN
18
Advisory Services Network
Georgia
$2.04M 47,036 +46 +0.1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.81M 41,622 +1,023 +3%
TWP
20
Tower Wealth Partners
Pennsylvania
$1.63M 37,450 +233 +0.6%
QA
21
Quantitative Advantage
Minnesota
$1.48M 33,983 +4,769 +16%
Mariner
22
Mariner
Kansas
$1.15M 26,410 +16,574 +169%
Citadel Advisors
23
Citadel Advisors
Florida
$1.09M 25,035 +9,045 +57%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.07M 24,706 +9,480 +62%
SPC
25
Sigma Planning Corp
Michigan
$1.07M 24,521 +24,521 New