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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

50 hedge funds and large institutions have $109M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$571K 25,776 +1,683 +7%
Stifel Financial
27
Stifel Financial
Missouri
$450K 20,315 -1,135 -5%
HWA
28
HCR Wealth Advisors
California
$399K 18,000
PFS
29
Prospera Financial Services
Texas
$324K 14,645 +14,645 New
MSAM
30
Moloney Securities Asset Management
Missouri
$324K 14,637 +1,055 +8%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$272K 12,299 +7 +0.1%
MPW
32
Melone Private Wealth
Michigan
$221K 10,004 +157 +2%
OC
33
Oppenheimer & Co
New York
$211K 9,527 -495 -5%
SAM
34
Smartleaf Asset Management
Massachusetts
$209K 9,459
Cerity Partners
35
Cerity Partners
New York
$208K 9,416 +9,416 New
GWM
36
Geneos Wealth Management
Colorado
$187K 8,459 -1,870 -18%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$79K 3,553 -100 -3%
MRCM
38
M&R Capital Management
New Jersey
$44.3K 2,000
Wells Fargo
39
Wells Fargo
California
$35.9K 1,621 -200 -11%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$35K 1,581
CTWM
41
Cherry Tree Wealth Management
Minnesota
$30K 1,354
FRA
42
Front Row Advisors
California
$24.4K 1,100
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$20.3K 917
Comerica Bank
44
Comerica Bank
Texas
$13.8K 622
FFO
45
Fortitude Family Office
Arizona
$7.51K 339 +339 New
ME
46
McIlrath & Eck
Washington
$4.58K 207
GRP
47
Global Retirement Partners
California
$4.37K 197 +3 +2%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$1.84K 83
CA
49
Continuum Advisory
Idaho
$1.15K 51
DFA
50
DHJJ Financial Advisors
Illinois
$23 1