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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

53 hedge funds and large institutions have $108M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$470K -$28K -1,333 -6%
HWA
27
HCR Wealth Advisors
California
$441K
Jane Street
28
Jane Street
New York
$441K -$13M -616,370 -97%
Wells Fargo
29
Wells Fargo
California
$440K +$29.9K +1,424 +7%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$416K +$121K +5,752 +41%
RJA
31
Raymond James & Associates
Florida
$379K -$2K -95 -0.5%
AWM
32
Aprio Wealth Management
Georgia
$364K -$42.1K -2,003 -10%
OC
33
Oppenheimer & Co
New York
$299K -$38.7K -1,840 -11%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$249K -$2.94K -140 -1%
CAN
35
Cetera Advisor Networks
California
$234K -$524K -24,915 -69%
OIA
36
OneDigital Investment Advisors
Kansas
$231K +$20.3K +967 +10%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$226K -$10.2M -484,544 -98%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$226K -$1.98K -94 -0.9%
IWP
39
Invenio Wealth Partners
Florida
$224K +$224K +10,665 New
GWM
40
Geneos Wealth Management
Colorado
$195K -$278K -13,220 -59%
WP
41
WealthPLAN Partners
Nebraska
$174K
Bank of America
42
Bank of America
North Carolina
$86.9K
MRCM
43
M&R Capital Management
New Jersey
$42K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$33.2K +$33.2K +1,581 New
TRCT
45
Tower Research Capital (TRC)
New York
$28.8K -$54.9K -2,611 -66%
CTWM
46
Cherry Tree Wealth Management
Minnesota
$28.5K +$28.5K +1,354 New
FRA
47
Front Row Advisors
California
$23K
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$19.5K +$19.5K +926 New
RG
49
Retirement Group
California
$17.9K -$4.73K -225 -21%
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$7.36K -$4.2K -200 -36%