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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

56 hedge funds and large institutions have $167M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
18
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
1
Trilogy Capital
California
$28M 631,517 -21,094 -3%
Bank of America
2
Bank of America
North Carolina
$21.7M 489,623 -73,159 -13%
LPL Financial
3
LPL Financial
California
$16.2M 365,644 -110,813 -23%
Jane Street
4
Jane Street
New York
$14.7M 331,341 +125,104 +61%
DADC
5
D.A. Davidson & Co
Montana
$9.63M 217,695 +3,295 +2%
SOS
6
Silver Oak Securities
Tennessee
$8.83M 199,628 +59,749 +43%
IA
7
IFP Advisors
Florida
$7.95M 179,789 -1,333 -0.7%
MLRA
8
Main Line Retirement Advisors
Montana
$7.35M 166,125 +166,125 New
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$5.4M 122,062 +122,062 New
HighTower Advisors
10
HighTower Advisors
Illinois
$5.17M 117,248 +1,124 +1%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.01M 112,859 -6,605 -6%
ML
12
McAdam LLC
Pennsylvania
$3.46M 78,191 +22,116 +39%
FIM
13
Freedom Investment Management
Connecticut
$3.14M 71,007 -45,512 -39%
Stifel Financial
14
Stifel Financial
Missouri
$2.43M 54,914 -18,217 -25%
MSFS
15
Main Street Financial Solutions
Pennsylvania
$2.25M 50,754 -1,332 -3%
Mariner
16
Mariner
Kansas
$2.02M 45,567 +320 +0.7%
Citadel Advisors
17
Citadel Advisors
Florida
$1.97M 44,622 +2,670 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.92M 43,299 +1,525 +4%
TWP
19
Tower Wealth Partners
Pennsylvania
$1.66M 37,509 +8 +0%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.36M 30,726 +3,665 +14%
CIAS
21
Capital Investment Advisory Services
North Carolina
$1.34M 30,347 +8,206 +37%
CIA
22
Cape Investment Advisory
Georgia
$1.12M 25,259 -1,383 -5%
PAG
23
Private Advisor Group
New Jersey
$1.07M 24,078 -1,791 -7%
FIA
24
Foundations Investment Advisors
Arizona
$958K 21,646 +9,875 +84%
SPC
25
Sigma Planning Corp
Michigan
$936K 21,163 +977 +5%