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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

57 hedge funds and large institutions have $145M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SI
26
Stephens Inc
Arkansas
$427K +$112K +5,064 +35%
Stifel Financial
27
Stifel Financial
Missouri
$419K -$31.7K -1,441 -7%
HWA
28
HCR Wealth Advisors
California
$397K -$66.1K -3,000 -14%
SWP
29
Stratos Wealth Partners
Ohio
$387K -$307K -13,936 -44%
RJA
30
Raymond James & Associates
Florida
$385K +$3.28K +149 +0.9%
OC
31
Oppenheimer & Co
New York
$315K +$97K +4,404 +45%
SAM
32
Smartleaf Asset Management
Massachusetts
$279K -$1.32M -60,101 -83%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$264K +$17.4K +787 +7%
MSAM
34
Moloney Securities Asset Management
Missouri
$259K +$33.4K +1,515 +15%
OMC
35
Old Mission Capital
Illinois
$257K -$963K -43,694 -79%
AWS
36
Atria Wealth Solutions
New York
$256K +$41.1K +1,865 +19%
GWM
37
Geneos Wealth Management
Colorado
$252K
EA
38
Eudaimonia Advisors
Tennessee
$245K +$245K +11,104 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$221K
SB
40
Strategic Blueprint
Georgia
$215K +$215K +9,744 New
MPW
41
Melone Private Wealth
Michigan
$214K +$3.04K +138 +1%
CAN
42
Cetera Advisor Networks
California
$207K -$34.6K -1,570 -14%
RG
43
Retirement Group
California
$110K +$95.8K +4,350 +696%
MRCM
44
M&R Capital Management
New Jersey
$44.1K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$34.8K
CTWM
46
Cherry Tree Wealth Management
Minnesota
$29.8K
FRA
47
Front Row Advisors
California
$24.2K
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$20.2K
Comerica Bank
49
Comerica Bank
Texas
$17.3K +$17.3K +787 New
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$6.6K +$6.6K +300 New