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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

49 hedge funds and large institutions have $65.7M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-7
Holders Change %
-12.5%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.6M -$806K -36,258 -7%
LPL Financial
2
LPL Financial
California
$8.37M -$1.15M -51,709 -12%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$5.02M -$53.7K -2,416 -1%
ML
4
McAdam LLC
Pennsylvania
$4.81M +$292K +13,147 +6%
MWM
5
Modern Wealth Management
Kansas
$4.34M -$72.2K -3,250 -2%
TC
6
Trilogy Capital
California
$4.22M -$16.2M -726,944 -79%
Jane Street
7
Jane Street
New York
$3.54M +$584K +26,264 +20%
SOS
8
Silver Oak Securities
Tennessee
$2.46M +$4.85K +218 +0.2%
WI
9
WBI Investments
New Jersey
$2.14M +$1.23M +55,362 +135%
AI
10
AXS Investments
New York
$2.11M +$2.11M +95,135 New
SC
11
Sykon Capital
New York
$1.83M -$477K -21,463 -21%
SPC
12
Sigma Planning Corp
Michigan
$1.79M +$44 +2 +0%
Stifel Financial
13
Stifel Financial
Missouri
$1.55M -$3M -135,167 -66%
Mariner
14
Mariner
Kansas
$1.48M +$31.8K +1,432 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.26M -$47.1K -2,118 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.14M -$79.8K -3,550 -7%
UBS Group
17
UBS Group
Switzerland
$1.07M -$135K -6,072 -11%
GRP
18
Global Retirement Partners
California
$973K +$973K +43,771 New
WA
19
Win Advisors
Florida
$810K -$7.69M -346,072 -90%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$717K -$63K -2,834 -8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$567K -$162K -7,272 -22%
Citadel Advisors
22
Citadel Advisors
Florida
$518K -$627K -28,195 -55%
OMC
23
Old Mission Capital
Illinois
$509K -$1.27M -57,240 -71%
AAS
24
Ameritas Advisory Services
Nebraska
$495K -$172K -7,751 -26%
EH
25
Equitable Holdings
New York
$483K -$36.4K -1,637 -7%