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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

57 hedge funds and large institutions have $139M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
18
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MWM
1
Modern Wealth Management
Kansas
$20.8M 934,950 -137,335 -13%
TC
2
Trilogy Capital
California
$16.4M 734,328 +34,195 +5%
LPL Financial
3
LPL Financial
California
$15.9M 712,713 +69,367 +11%
Bank of America
4
Bank of America
North Carolina
$13.9M 621,216 -23,271 -4%
WA
5
Win Advisors
Florida
$10.8M 485,240 -33,154 -6%
HighTower Advisors
6
HighTower Advisors
Illinois
$5.63M 253,178 -2,491 -1%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$5.1M 228,631 -10,305 -4%
ML
8
McAdam LLC
Pennsylvania
$5.1M 228,543 +21,831 +11%
DWM
9
Dogwood Wealth Management
Kansas
$4.79M 214,830 +206,067 +2,352%
SC
10
Sykon Capital
New York
$3.64M 163,371 +82,340 +102%
GAG
11
Goodman Advisory Group
Massachusetts
$3.1M 138,892 +66,590 +92%
SOS
12
Silver Oak Securities
Tennessee
$2.56M 114,731 -1,955 -2%
AAS
13
Ameritas Advisory Services
Nebraska
$2.41M 108,112 +31,822 +42%
CIAS
14
Capital Investment Advisory Services
North Carolina
$2.31M 103,674 +848 +0.8%
AI
15
AXS Investments
New York
$1.98M 88,964 +88,964 New
Jane Street
16
Jane Street
New York
$1.92M 85,905 +13,527 +19%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.92M 85,889 -14,681 -15%
Stifel Financial
18
Stifel Financial
Missouri
$1.87M 83,968 -4,890 -6%
TWP
19
Tower Wealth Partners
Pennsylvania
$1.54M 69,275 -21,330 -24%
SPC
20
Sigma Planning Corp
Michigan
$1.41M 63,165 +5,867 +10%
Mariner
21
Mariner
Kansas
$1.37M 61,377 +1,134 +2%
CAL
22
Capital Analysts LLC
Pennsylvania
$1.37M 61,348 +3,509 +6%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.36M 60,788 -35,823 -37%
OMC
24
Old Mission Capital
Illinois
$1.29M 58,054 +58,054 New
Citadel Advisors
25
Citadel Advisors
Florida
$1.28M 57,580 +18,255 +46%