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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 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
18
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$667K -$10.1K -456 -1%
DWAM
27
Duncan Williams Asset Management
Tennessee
$584K -$2.31K -104 -0.4%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$531K -$53.5K -2,405 -9%
UAG
29
United Advisor Group
Ohio
$494K +$494K +22,203 New
OPWM
30
Oregon Pacific Wealth Management
Oregon
$476K +$476K +21,388 New
PAG
31
Private Advisor Group
New Jersey
$462K -$275K -12,348 -37%
Stifel Financial
32
Stifel Financial
Missouri
$452K
HWA
33
HCR Wealth Advisors
California
$400K
MSAM
34
Moloney Securities Asset Management
Missouri
$368K +$42.4K +1,908 +13%
LCWP
35
Legacy Capital Wealth Partners
Arkansas
$329K +$329K +14,800 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$274K +$156 +7 +0.1%
MPW
37
Melone Private Wealth
Michigan
$226K +$3.58K +161 +2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$217K -$1.31M -58,706 -86%
OC
39
Oppenheimer & Co
New York
$206K -$5.89K -265 -3%
GWM
40
Geneos Wealth Management
Colorado
$196K +$7.54K +339 +4%
PTC
41
Private Trust Company
Ohio
$134K +$134K +6,012 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$54K -$25.5K -1,140 -32%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$35.2K
CTWM
44
Cherry Tree Wealth Management
Minnesota
$30.1K
FRA
45
Front Row Advisors
California
$24.5K
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$20.8K +$356 +16 +2%
SAM
47
Smartleaf Asset Management
Massachusetts
$15.4K -$196K -8,770 -93%
Comerica Bank
48
Comerica Bank
Texas
$13.8K
SS
49
SBI Securities
Japan
$10.8K +$10.8K +487 New
PS
50
Principal Securities
Iowa
$7.72K +$7.72K +347 New