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

66 hedge funds and large institutions have $138M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
18
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Modern Wealth Management
Kansas
$19.8M
2
Jane Street
2
Jane Street
New York
$9.23M
3
AWM
3
AE Wealth Management
Kansas
$2.62M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.1M
5
SC
5
Sykon Capital
New York
$3.54M

Top Sellers

1
TC
1
Trilogy Capital
California
$15.7M
2
WEG
2
World Equity Group
Illinois
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.45M
4
Bank of America
4
Bank of America
North Carolina
$17.2M
5
SOS
5
Silver Oak Securities
Tennessee
$2.64M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Modern Wealth Management
Kansas
$19.8M 904,589 +904,589 New
Bank of America
2
Bank of America
North Carolina
$17.2M 783,840 -123,774 -14%
TC
3
Trilogy Capital
California
$15.7M 714,553 -475,578 -40%
LPL Financial
4
LPL Financial
California
$14M 638,464 -9,701 -1%
Jane Street
5
Jane Street
New York
$9.23M 421,272 +402,732 +2,172%
HighTower Advisors
6
HighTower Advisors
Illinois
$5.71M 260,582 +23,288 +10%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$5.47M 249,529 -19,373 -7%
ML
8
McAdam LLC
Pennsylvania
$3.92M 178,665 +8,892 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.59M 163,908 -68,550 -29%
SC
10
Sykon Capital
New York
$3.54M 161,594 +38,621 +31%
SOS
11
Silver Oak Securities
Tennessee
$2.64M 120,362 -95,599 -44%
AWM
12
AE Wealth Management
Kansas
$2.62M 119,405 +119,405 New
Osaic Holdings
13
Osaic Holdings
Arizona
$2.45M 111,511 -148,948 -57%
CIAS
14
Capital Investment Advisory Services
North Carolina
$2.33M 106,431 +79 +0.1%
Stifel Financial
15
Stifel Financial
Missouri
$2.33M 106,228 – –
MSFS
16
Main Street Financial Solutions
Pennsylvania
$2.21M 100,935 +1,631 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.09M 95,443 +512 +0.5%
TWP
18
Tower Wealth Partners
Pennsylvania
$1.92M 87,447 +10,489 +14%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.68M 76,658 +12,973 +20%
FIM
20
Freedom Investment Management
Connecticut
$1.54M 70,070 -68,141 -49%
OMC
21
Old Mission Capital
Illinois
$1.4M 64,030 +35,599 +125%
Mariner
22
Mariner
Kansas
$1.3M 59,191 -35,928 -38%
CAL
23
Capital Analysts LLC
Pennsylvania
$1.23M 56,080 +1,909 +4%
Citadel Advisors
24
Citadel Advisors
Florida
$1.1M 50,138 +50,138 New
UBS Group
25
UBS Group
Switzerland
$1.08M 49,448 +2,009 +4%
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