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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

54 hedge funds and large institutions have $135M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 44 increasing their positions, 3 reducing their positions, and 7 closing their positions.

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
44
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
1
Trilogy Capital
California
$26.4M 1,190,131 +558,614 +88%
Bank of America
2
Bank of America
North Carolina
$20.1M 907,614 +417,991 +85%
LPL Financial
3
LPL Financial
California
$14.4M 648,165 +282,521 +77%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$5.96M 268,902 +146,840 +120%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.78M 260,459 +147,600 +131%
HighTower Advisors
6
HighTower Advisors
Illinois
$5.26M 237,294 +120,046 +102%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.15M 232,458 +224,543 +2,837%
WEG
8
World Equity Group
Illinois
$4.88M 220,649 +220,649 New
SOS
9
Silver Oak Securities
Tennessee
$4.79M 215,961 +16,333 +8%
ML
10
McAdam LLC
Pennsylvania
$3.76M 169,773 +91,582 +117%
FIM
11
Freedom Investment Management
Connecticut
$3.06M 138,211 +67,204 +95%
SC
12
Sykon Capital
New York
$2.73M 122,973 +102,932 +514%
CIAS
13
Capital Investment Advisory Services
North Carolina
$2.36M 106,352 +76,005 +250%
Stifel Financial
14
Stifel Financial
Missouri
$2.35M 106,228 +51,314 +93%
GAG
15
Goodman Advisory Group
Massachusetts
$2.34M 105,605 +105,605 New
MSFS
16
Main Street Financial Solutions
Pennsylvania
$2.2M 99,304 +48,550 +96%
Mariner
17
Mariner
Kansas
$2.11M 95,119 +49,552 +109%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.1M 94,931 +51,632 +119%
TWP
19
Tower Wealth Partners
Pennsylvania
$1.71M 76,958 +39,449 +105%
WA
20
Win Advisors
Florida
$1.66M 74,912 +67,034 +851%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.41M 63,685 +32,959 +107%
CAL
22
Capital Analysts LLC
Pennsylvania
$1.2M 54,171 +38,683 +250%
CIA
23
Cape Investment Advisory
Georgia
$1.12M 50,373 +25,114 +99%
PAG
24
Private Advisor Group
New Jersey
$1.07M 48,270 +24,192 +100%
UBS Group
25
UBS Group
Switzerland
$1.05M 47,439 +28,119 +146%