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

56 hedge funds and large institutions have $96.1M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
16
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Win Advisors
Florida
$8.55M
2
Jane Street
2
Jane Street
New York
$2.97M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.58M
4
OMC
4
Old Mission Capital
Illinois
$1.79M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.15M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$733K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$285K
3
LPL Financial
3
LPL Financial
California
$9.57M
4
AAS
4
Avantax Advisory Services
Texas
$0
5
Bank of America
5
Bank of America
North Carolina
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
1
Trilogy Capital
California
$20.5M 916,944 +17,294 +2%
Bank of America
2
Bank of America
North Carolina
$11.5M 514,870 -84,255 -14%
LPL Financial
3
LPL Financial
California
$9.57M 428,285 -150,467 -26%
WA
4
Win Advisors
Florida
$8.55M 382,502 +341,231 +827%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$5.1M 228,274 -365 -0.2%
Stifel Financial
6
Stifel Financial
Missouri
$4.58M 205,068 +131,365 +178%
ML
7
McAdam LLC
Pennsylvania
$4.54M 203,166 -208 -0.1%
MWM
8
Modern Wealth Management
Kansas
$4.44M 198,633 -2,690 -1%
Jane Street
9
Jane Street
New York
$2.97M 133,036 +133,036 New
SOS
10
Silver Oak Securities
Tennessee
$2.47M 110,638 -1,052 -0.9%
SC
11
Sykon Capital
New York
$2.31M 103,568 -68,848 -40%
SPC
12
Sigma Planning Corp
Michigan
$1.8M 80,387 +14,154 +21%
OMC
13
Old Mission Capital
Illinois
$1.79M 80,132 +60,424 +307%
Mariner
14
Mariner
Kansas
$1.45M 65,052 +604 +0.9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.31M 58,583 +12,042 +26%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.21M 54,152 +2,794 +5%
UBS Group
17
UBS Group
Switzerland
$1.21M 54,192 +11,625 +27%
Citadel Advisors
18
Citadel Advisors
Florida
$1.15M 51,478 +51,478 New
WI
19
WBI Investments
New Jersey
$913K 40,871 -46,211 -53%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$809K 36,206 +36,206 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$784K 35,097 +4,222 +14%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$733K 32,780 -229,649 -88%
AAS
23
Ameritas Advisory Services
Nebraska
$671K 29,997 +2,531 +9%
EH
24
Equitable Holdings
New York
$522K 23,357 +23,357 New
FA
25
Fermata Advisors
California
$475K 21,237 +21,237 New
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