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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

46 hedge funds and large institutions have $57.2M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3% less capital invested

Capital invested by funds: $58.8M → $57.2M (-$1.62M)

1.17% less ownership

Funds ownership: 65.37%64.2% (-1.2%)

4% less funds holding

Funds holding: 4846 (-2)

45% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 22

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.16M +$324K +14,403 +4%
ML
2
McAdam LLC
Pennsylvania
$6.78M +$364K +16,167 +6%
Bank of America
3
Bank of America
North Carolina
$5.6M +$1.17M +52,060 +27%
TC
4
Trilogy Capital
California
$5.28M +$2.08M +92,157 +65%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$4.63M +$251K +11,142 +6%
MWM
6
Modern Wealth Management
Kansas
$2.86M -$564K -25,045 -16%
AI
7
AXS Investments
New York
$2.42M +$830K +36,830 +52%
SC
8
Sykon Capital
New York
$2.3M -$103K -4,572 -4%
SOS
9
Silver Oak Securities
Tennessee
$1.92M -$27.6K -1,223 -1%
UBS Group
10
UBS Group
Switzerland
$1.63M +$689K +30,577 +73%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.52M -$14K -623 -0.9%
Stifel Financial
12
Stifel Financial
Missouri
$1.29M -$168K -7,453 -12%
WI
13
WBI Investments
New Jersey
$1.26M -$91.5K -4,060 -7%
Citadel Advisors
14
Citadel Advisors
Florida
$1.16M +$915K +40,615 +369%
SPC
15
Sigma Planning Corp
Michigan
$1.08M -$596K -26,439 -36%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$894K -$5.32M -235,991 -86%
Osaic Holdings
17
Osaic Holdings
Arizona
$797K -$35K -1,554 -4%
AAS
18
Ameritas Advisory Services
Nebraska
$665K +$272K +12,091 +69%
GT
19
GreatBanc Trust
Illinois
$638K +$638K +28,300 New
EH
20
Equitable Holdings
New York
$611K -$30.2K -1,339 -5%
CFD
21
Creative Financial Designs
Indiana
$564K -$21.3K -947 -4%
Jane Street
22
Jane Street
New York
$504K +$503K +22,332 New
PI
23
PFG Investments
New York
$447K +$2.14K +95 +0.5%
SPWG
24
Syntegra Private Wealth Group
Missouri
$394K
GWM
25
Gilpin Wealth Management
Colorado
$371K -$27K -1,200 -7%