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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

60 hedge funds and large institutions have $108M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
8
Increased
20
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$16.2M +$542K +27,251 +3%
Morgan Stanley
2
Morgan Stanley
New York
$15.5M +$2.77M +139,401 +22%
LPL Financial
3
LPL Financial
California
$9.15M -$1.24M -62,104 -12%
Jane Street
4
Jane Street
New York
$8.42M +$5.94M +298,376 +239%
Ameriprise
5
Ameriprise
Minnesota
$7.45M +$374K +18,777 +5%
AWM
6
Aprio Wealth Management
Georgia
$7.25M +$350K +17,568 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.25M +$20.1K +1,008 +0.4%
NWM
8
NEIRG Wealth Management
Massachusetts
$2.62M +$10.5K +528 +0.4%
UBS Group
9
UBS Group
Switzerland
$2.51M -$2.18M -109,581 -47%
EAM
10
Empirical Asset Management
Massachusetts
$2.49M +$130K +6,530 +6%
VIM
11
Vista Investment Management
Pennsylvania
$2.4M -$2.11K -106 -0.1%
ML
12
McAdam LLC
Pennsylvania
$2.39M -$752K -37,811 -24%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.12M +$2.12M +106,501 New
Bank of America
14
Bank of America
North Carolina
$2.07M -$48.9K -2,455 -2%
PAG
15
Private Advisor Group
New Jersey
$2M -$633K -31,829 -24%
FTUS
16
Flow Traders U.S.
New York
$1.84M +$1.39M +70,096 +313%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.78M +$1.78M +89,341 New
ACM
18
AlphaStar Capital Management
North Carolina
$1.19M -$709K -35,663 -37%
AA
19
Advisory Alpha
Michigan
$1.14M +$129K +6,482 +13%
RJA
20
Raymond James & Associates
Florida
$951K -$414K -20,822 -30%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$921K +$78.4K +3,938 +9%
IWC
22
Integrated Wealth Concepts
Massachusetts
$886K +$886K +44,529 New
SWP
23
Stratos Wealth Partners
Ohio
$871K -$35.5K -1,786 -4%
MML Investors Services
24
MML Investors Services
Massachusetts
$853K +$153K +7,708 +22%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$846K