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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

54 hedge funds and large institutions have $133M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
15
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MWM
1
Modern Wealth Management
Kansas
$23.1M 1,029,233 +94,283 +10%
TC
2
Trilogy Capital
California
$19.2M 855,867 +121,539 +17%
LPL Financial
3
LPL Financial
California
$14.2M 634,062 -78,651 -11%
Bank of America
4
Bank of America
North Carolina
$13.8M 613,753 -7,463 -1%
WA
5
Win Advisors
Florida
$10.3M 459,149 -26,091 -5%
HighTower Advisors
6
HighTower Advisors
Illinois
$5.7M 254,665 +1,487 +0.6%
DWM
7
Dogwood Wealth Management
Kansas
$5.17M 230,479 +15,649 +7%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$5.08M 226,690 -1,941 -0.8%
ML
9
McAdam LLC
Pennsylvania
$4.4M 196,172 -32,371 -14%
WI
10
WBI Investments
New Jersey
$3.42M 152,632 +152,632 New
SOS
11
Silver Oak Securities
Tennessee
$2.52M 113,155 -1,576 -1%
AAS
12
Ameritas Advisory Services
Nebraska
$2.48M 110,425 +2,313 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.88M 83,821 -2,068 -2%
GIA
14
Gladstone Institutional Advisory
Florida
$1.86M 82,834 +82,834 New
Stifel Financial
15
Stifel Financial
Missouri
$1.81M 80,833 -3,135 -4%
SC
16
Sykon Capital
New York
$1.75M 77,933 -85,438 -52%
SPC
17
Sigma Planning Corp
Michigan
$1.59M 71,125 +7,960 +13%
AI
18
AXS Investments
New York
$1.59M 70,902 -18,062 -20%
TWP
19
Tower Wealth Partners
Pennsylvania
$1.59M 70,708 +1,433 +2%
Mariner
20
Mariner
Kansas
$1.41M 62,728 +1,351 +2%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.19M 52,917 -7,871 -13%
UBS Group
22
UBS Group
Switzerland
$971K 43,304 -1,531 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$785K 35,031 +1,018 +3%
CIA
24
Cape Investment Advisory
Georgia
$765K 34,128 -3,750 -10%
Jane Street
25
Jane Street
New York
$715K 31,894 -54,011 -63%