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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

55 hedge funds and large institutions have $132M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
26
Avestar Capital
New York
$644K +$125K +5,771 +24%
HWA
27
HCR Wealth Advisors
California
$454K
Stifel Financial
28
Stifel Financial
Missouri
$442K -$21.6K -1,000 -5%
RJA
29
Raymond James & Associates
Florida
$375K -$1.62K -75 -0.4%
SI
30
Stephens Inc
Arkansas
$309K +$309K +14,314 New
GWM
31
Geneos Wealth Management
Colorado
$247K +$51.8K +2,395 +26%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$242K -$930 -43 -0.4%
CAN
33
Cetera Advisor Networks
California
$237K
AAS
34
Avantax Advisory Services
Texas
$232K +$232K +10,722 New
MSAM
35
Moloney Securities Asset Management
Missouri
$222K +$222K +10,257 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$217K -$53.4K -2,471 -20%
IWP
37
Invenio Wealth Partners
Florida
$216K
OC
38
Oppenheimer & Co
New York
$214K +$214K +9,884 New
AWS
39
Atria Wealth Solutions
New York
$211K +$211K +9,754 New
MPW
40
Melone Private Wealth
Michigan
$207K +$207K +9,562 New
TFG
41
Team Financial Group
California
$161K -$8.84K -409 -5%
Bank of America
42
Bank of America
North Carolina
$85.5K -$3.8K -176 -4%
Wells Fargo
43
Wells Fargo
California
$76.2K -$361K -16,721 -83%
MRCM
44
M&R Capital Management
New Jersey
$43.2K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$34.2K
CTWM
46
Cherry Tree Wealth Management
Minnesota
$29.3K
FRA
47
Front Row Advisors
California
$23.8K
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$19.8K
RG
49
Retirement Group
California
$13.5K
SWM
50
Sugarloaf Wealth Management
Georgia
$6.31K