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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

43 hedge funds and large institutions have $89.6M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
17
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWM
1
B. Riley Wealth Management
Tennessee
$18.4M +$1.12M +50,286 +6%
Morgan Stanley
2
Morgan Stanley
New York
$13.2M +$3.83M +172,258 +41%
LPL Financial
3
LPL Financial
California
$9.99M +$7.98M +358,962 +397%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.99M +$3.93M +176,635 +97%
ACM
5
AlphaStar Capital Management
North Carolina
$6.42M +$409K +18,352 +7%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.19M +$374K +16,820 +8%
ML
7
McAdam LLC
Pennsylvania
$3.76M -$125K -5,635 -3%
VIM
8
Vista Investment Management
Pennsylvania
$2.7M +$97.9K +4,403 +4%
NEIRG
9
New England Investment & Retirement Group
Massachusetts
$2.4M +$197K +8,870 +9%
Bank of America
10
Bank of America
North Carolina
$2.33M +$23.3K +1,049 +1%
Citadel Advisors
11
Citadel Advisors
Florida
$2.3M -$231K -10,392 -9%
EP
12
Eudaimonia Partners
Tennessee
$1.48M +$1.48M +66,557 New
RJA
13
Raymond James & Associates
Florida
$1.43M +$1.43M +64,319 New
Ameriprise
14
Ameriprise
Minnesota
$1.32M +$93.9K +4,226 +8%
SWP
15
Stratos Wealth Partners
Ohio
$1.14M +$13.2K +595 +1%
AA
16
Advisory Alpha
Michigan
$983K +$983K +44,239 New
FHC
17
First Heartland Consultants
Missouri
$815K +$245K +11,039 +43%
ATPW
18
Ashton Thomas Private Wealth
Arizona
$789K -$2M -89,846 -72%
UBS Group
19
UBS Group
Switzerland
$761K -$34.2K -1,536 -4%
Bank of Nova Scotia
20
Bank of Nova Scotia
Ontario, Canada
$639K +$639K +28,775 New
MML Investors Services
21
MML Investors Services
Massachusetts
$637K +$44.2K +1,985 +7%
CF
22
Centaurus Financial
California
$585K -$27K -1,213 -4%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$556K
Wells Fargo
24
Wells Fargo
California
$518K -$31.1K -1,400 -6%
HWA
25
HCR Wealth Advisors
California
$467K