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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

54 hedge funds and large institutions have $121M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OPWM
26
Oregon Pacific Wealth Management
Oregon
$482K -$17.1K -765 -3%
PAG
27
Private Advisor Group
New Jersey
$479K +$4.97K +222 +1%
MSAM
28
Moloney Securities Asset Management
Missouri
$479K -$784 -35 -0.2%
OMC
29
Old Mission Capital
Illinois
$398K -$126K -5,607 -24%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$364K -$180K -8,028 -33%
UAG
31
United Advisor Group
Ohio
$364K -$26.8K -1,198 -7%
AWS
32
Atria Wealth Solutions
New York
$323K +$64.8K +2,892 +25%
KAS
33
Kestra Advisory Services
Texas
$320K -$57.2K -2,554 -15%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$286K +$28.1K +1,256 +11%
SI
35
Stephens Inc
Arkansas
$263K +$263K +11,743 New
MPW
36
Melone Private Wealth
Michigan
$234K +$3.62K +162 +2%
HWA
37
HHM Wealth Advisors
Tennessee
$231K +$231K +10,323 New
GWM
38
Geneos Wealth Management
Colorado
$202K -$168K -7,482 -45%
Comerica Bank
39
Comerica Bank
Texas
$176K +$2.51K +112 +1%
PTC
40
Private Trust Company
Ohio
$135K
NA
41
NewEdge Advisors
Louisiana
$117K +$117K +5,225 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$70K -$1.73K -77 -2%
AAS
43
Ameritas Advisory Services
Nebraska
$52.4K +$52.4K +2,342 New
CTWM
44
Cherry Tree Wealth Management
Minnesota
$25.1K -$5.24K -234 -17%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$20.8K
SAM
46
Smartleaf Asset Management
Massachusetts
$15.7K
FRA
47
Front Row Advisors
California
$14.8K -$9.85K -440 -40%
SS
48
SBI Securities
Japan
$13.2K +$1.63K +73 +14%
Bank of America
49
Bank of America
North Carolina
$9.74K +$9.74K +435 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$8.26K -$1.12K -50 -12%