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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

53 hedge funds and large institutions have $135M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$469K +$53.4K +2,444 +13%
HWA
27
HCR Wealth Advisors
California
$393K
AWS
28
Atria Wealth Solutions
New York
$352K +$98.2K +4,491 +39%
MSAM
29
Moloney Securities Asset Management
Missouri
$297K +$39.6K +1,810 +15%
SI
30
Stephens Inc
Arkansas
$292K -$131K -6,001 -31%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$288K +$288K +13,155 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$269K +$6.94K +317 +3%
GWM
33
Geneos Wealth Management
Colorado
$226K -$24.2K -1,107 -10%
OC
34
Oppenheimer & Co
New York
$219K -$93.3K -4,266 -30%
MPW
35
Melone Private Wealth
Michigan
$215K +$3.21K +147 +2%
SAM
36
Smartleaf Asset Management
Massachusetts
$207K -$70.6K -3,221 -25%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$80K -$140K -6,392 -64%
MRCM
38
M&R Capital Management
New Jersey
$43.7K
Wells Fargo
39
Wells Fargo
California
$39.8K +$39.8K +1,820 +182,000%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$34.6K
CTWM
41
Cherry Tree Wealth Management
Minnesota
$29.6K
FRA
42
Front Row Advisors
California
$24K
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$20K
Comerica Bank
44
Comerica Bank
Texas
$13.6K -$3.61K -165 -21%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$6.6K
SWM
46
Sugarloaf Wealth Management
Georgia
$6.38K
ME
47
McIlrath & Eck
Washington
$4.53K +$4.53K +207 New
GRP
48
Global Retirement Partners
California
$4.24K +$66 +3 +2%
BTI
49
Blue Trust Inc
Georgia
$2.71K
Fidelity Investments
50
Fidelity Investments
Massachusetts
$1.81K -$109 -5 -6%