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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

34 hedge funds and large institutions have $57M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more capital invested

Capital invested by funds: $22.4M → $57M (+$34.6M)

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

14.07% more ownership

Funds ownership: 23.78%37.85% (+14%)

10% more funds holding

Funds holding: 3134 (+3)

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPC
1
Banque Pictet & Cie
Switzerland
$14.9M +$15.1M +625,197 New
PNAA
2
Pictet North America Advisors
Switzerland
$14.9M +$15.1M +625,197 New
BFG
3
Barber Financial Group
Kansas
$5.55M -$1.41M -58,582 -20%
ACM
4
AlphaStar Capital Management
North Carolina
$4.01M +$608K +25,274 +18%
CF
5
Centaurus Financial
California
$3.01M +$1.4M +57,983 +85%
PAG
6
Private Advisor Group
New Jersey
$2.6M +$2.12M +87,968 +424%
Morgan Stanley
7
Morgan Stanley
New York
$2.37M +$1.38M +57,482 +138%
Bank of America
8
Bank of America
North Carolina
$1.79M +$103K +4,296 +6%
LPL Financial
9
LPL Financial
California
$1.12M +$162K +6,713 +17%
SWP
10
Stratos Wealth Partners
Ohio
$698K -$57K -2,368 -7%
AI
11
Atria Investments
North Carolina
$658K +$285K +11,819 +75%
HighTower Advisors
12
HighTower Advisors
Illinois
$571K -$155K -6,431 -21%
Jane Street
13
Jane Street
New York
$566K +$570K +23,693 New
PFS
14
Prospera Financial Services
Texas
$542K +$546K +22,677 New
HWA
15
HCR Wealth Advisors
California
$442K +$193K +8,000 +76%
BRF
16
B. Riley Financial
California
$416K +$419K +17,411 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$388K +$166K +6,890 +74%
Ameriprise
18
Ameriprise
Minnesota
$357K -$76.8K -3,190 -18%
UBS Group
19
UBS Group
Switzerland
$328K +$94.5K +3,924 +40%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$326K +$87K +3,614 +36%
RJA
21
Raymond James & Associates
Florida
$304K -$121K -5,045 -28%
MA
22
Mutual Advisors
Nebraska
$271K
AIM
23
Arcadia Investment Management
Michigan
$196K
RCAG
24
Rehmann Capital Advisory Group
Michigan
$171K +$172K +7,139 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$125K -$530K -22,004 -81%