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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

58 hedge funds and large institutions have $105M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
13
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
1
Trilogy Capital
California
$20.2M 899,650 +43,783 +5%
Bank of America
2
Bank of America
North Carolina
$13.5M 599,125 -14,628 -2%
LPL Financial
3
LPL Financial
California
$13M 578,752 -55,310 -9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.89M 262,429 +242,615 +1,224%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$5.14M 228,639 +1,949 +0.9%
ML
6
McAdam LLC
Pennsylvania
$4.57M 203,374 +7,202 +4%
MWM
7
Modern Wealth Management
Kansas
$4.52M 201,323 -827,910 -80%
HighTower Advisors
8
HighTower Advisors
Illinois
$4.24M 188,608 -66,057 -26%
HFA
9
Hershey Financial Advisers
Pennsylvania
$4.07M 181,235 +181,235 New
SC
10
Sykon Capital
New York
$3.87M 172,416 +94,483 +121%
AAS
11
Avantax Advisory Services
Texas
$2.8M 124,746 +124,746 New
SOS
12
Silver Oak Securities
Tennessee
$2.51M 111,690 -1,465 -1%
WI
13
WBI Investments
New Jersey
$1.96M 87,082 -65,550 -43%
Stifel Financial
14
Stifel Financial
Missouri
$1.66M 73,703 -7,130 -9%
AI
15
AXS Investments
New York
$1.51M 67,027 -3,875 -5%
SPC
16
Sigma Planning Corp
Michigan
$1.49M 66,233 -4,892 -7%
Mariner
17
Mariner
Kansas
$1.45M 64,448 +1,720 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.15M 51,358 -1,559 -3%
GIA
19
Gladstone Institutional Advisory
Florida
$1.09M 48,629 -34,205 -41%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.05M 46,541 +11,510 +33%
UBS Group
21
UBS Group
Switzerland
$956K 42,567 -737 -2%
WA
22
Win Advisors
Florida
$927K 41,271 -417,878 -91%
PAS
23
Park Avenue Securities
New York
$916K 40,776 +40,776 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$693K 30,875 +3,737 +14%
RPGK
25
Retirement Planning Group (Kansas)
Kansas
$655K 29,180 -1,894 -6%