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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

53 hedge funds and large institutions have $128M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
26
Avestar Capital
New York
$507K -$159K -7,511 -24%
Stifel Financial
27
Stifel Financial
Missouri
$453K -$19.6K -928 -4%
HWA
28
HCR Wealth Advisors
California
$444K
Wells Fargo
29
Wells Fargo
California
$428K -$14.5K -687 -3%
RJA
30
Raymond James & Associates
Florida
$368K -$13.1K -620 -3%
FTUS
31
Flow Traders U.S.
New York
$277K -$442K -20,926 -61%
AWM
32
Aprio Wealth Management
Georgia
$264K -$101K -4,800 -28%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$264K +$36.8K +1,744 +16%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$237K +$10.2K +481 +4%
CAN
35
Cetera Advisor Networks
California
$232K -$3.53K -167 -1%
IWP
36
Invenio Wealth Partners
Florida
$211K -$14.4K -680 -6%
GWM
37
Geneos Wealth Management
Colorado
$191K -$5.28K -250 -3%
TFG
38
Team Financial Group
California
$166K +$166K +7,862 New
Bank of America
39
Bank of America
North Carolina
$87.3K
SSB
40
Sandy Spring Bank
Maryland
$51.6K +$51.6K +2,445 New
MRCM
41
M&R Capital Management
New Jersey
$42.2K
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$33.4K
CTWM
43
Cherry Tree Wealth Management
Minnesota
$28.6K
TRCT
44
Tower Research Capital (TRC)
New York
$27K -$1.96K -93 -7%
FRA
45
Front Row Advisors
California
$23.2K
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$19.3K -$190 -9 -1%
RG
47
Retirement Group
California
$13.2K -$4.75K -225 -26%
SWM
48
Sugarloaf Wealth Management
Georgia
$6.17K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +258 New
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$4.22K -$3.17K -150 -43%