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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

38 hedge funds and large institutions have $71.4M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
19
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWM
1
B. Riley Wealth Management
Tennessee
$17.3M +$1.04M +46,878 +6%
Morgan Stanley
2
Morgan Stanley
New York
$9.37M +$6.81M +305,868 +266%
ACM
3
AlphaStar Capital Management
North Carolina
$6M +$173K +7,772 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.82M +$394K +17,709 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.07M +$4.05M +181,789 +16,003%
ML
6
McAdam LLC
Pennsylvania
$3.87M -$168K -7,583 -4%
ATPW
7
Ashton Thomas Private Wealth
Arizona
$2.79M +$2.79M +125,330 New
VIM
8
Vista Investment Management
Pennsylvania
$2.61M +$115K +5,170 +5%
Citadel Advisors
9
Citadel Advisors
Florida
$2.54M -$2.89M -129,749 -53%
Bank of America
10
Bank of America
North Carolina
$2.31M +$27.8K +1,249 +1%
NEIRG
11
New England Investment & Retirement Group
Massachusetts
$2.21M +$45K +2,022 +2%
LPL Financial
12
LPL Financial
California
$2.01M +$72.2K +3,244 +4%
FTUS
13
Flow Traders U.S.
New York
$1.39M +$378K +16,965 +37%
Ameriprise
14
Ameriprise
Minnesota
$1.23M +$83.5K +3,749 +7%
SWP
15
Stratos Wealth Partners
Ohio
$1.12M -$47.7K -2,142 -4%
UBS Group
16
UBS Group
Switzerland
$796K +$64.6K +2,900 +9%
Jane Street
17
Jane Street
New York
$732K -$956K -42,950 -57%
SFS
18
Sowell Financial Services
Arkansas
$710K +$363K +16,306 +105%
CF
19
Centaurus Financial
California
$613K -$16.6K -747 -3%
MML Investors Services
20
MML Investors Services
Massachusetts
$593K -$43.4K -1,951 -7%
FHC
21
First Heartland Consultants
Missouri
$571K +$571K +25,632 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$557K
Wells Fargo
23
Wells Fargo
California
$550K -$8.44K -379 -2%
HWA
24
HCR Wealth Advisors
California
$468K -$11.1K -500 -2%
KAS
25
Kestra Advisory Services
Texas
$425K +$425K +19,091 New