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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

53 hedge funds and large institutions have $137M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-7
Holders Change %
-11.67%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
13
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$720K -$9.55K -460 -1%
AC
27
Avestar Capital
New York
$642K -$40.5K -1,952 -6%
FTUS
28
Flow Traders U.S.
New York
$548K +$104K +5,028 +24%
Stifel Financial
29
Stifel Financial
Missouri
$492K
GWM
30
Geneos Wealth Management
Colorado
$468K +$18K +867 +4%
HWA
31
HCR Wealth Advisors
California
$436K
Wells Fargo
32
Wells Fargo
California
$405K -$37.5K -1,803 -8%
AWM
33
Aprio Wealth Management
Georgia
$401K -$57.9K -2,790 -13%
RJA
34
Raymond James & Associates
Florida
$377K -$249 -12 -0.1%
OC
35
Oppenheimer & Co
New York
$334K +$93.4K +4,497 +39%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$292K -$62.1K -2,990 -18%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$249K +$249K +11,990 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$225K -$6.18K -298 -3%
OIA
39
OneDigital Investment Advisors
Kansas
$208K +$208K +10,026 New
MSAM
40
Moloney Securities Asset Management
Missouri
$200K +$200K +9,646 New
WP
41
WealthPLAN Partners
Nebraska
$172K +$172K +8,272 New
Bank of America
42
Bank of America
North Carolina
$85.8K -$1.97M -94,746 -96%
TRCT
43
Tower Research Capital (TRC)
New York
$83K +$3.67K +176 +5%
MRCM
44
M&R Capital Management
New Jersey
$41.5K
FRA
45
Front Row Advisors
California
$23K
RG
46
Retirement Group
California
$22K
CSPIA
47
Cary Street Partners Investment Advisory
Virginia
$11.4K -$14.5K -700 -56%
SWM
48
Sugarloaf Wealth Management
Georgia
$6.07K
AW
49
Avion Wealth
Texas
$5K
GRP
50
Global Retirement Partners
California
$3.68K +$3.68K +181 New