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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

54 hedge funds and large institutions have $113M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-6
Holders Change %
-10%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
12
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
1
B. Riley Wealth Advisors
Florida
$17.9M +$17.9M +887,773 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.7M +$16.1M +798,139 +2,592%
Morgan Stanley
3
Morgan Stanley
New York
$11.9M -$3.81M -189,303 -24%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.2M -$5.16M -256,361 -31%
Ameriprise
5
Ameriprise
Minnesota
$7.32M -$283K -13,956 -4%
LPL Financial
6
LPL Financial
California
$4.41M -$4.84M -240,724 -52%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.33M -$978K -48,596 -18%
Jane Street
8
Jane Street
New York
$3.29M -$5.23M -259,774 -61%
NWM
9
NEIRG Wealth Management
Massachusetts
$2.62M -$34.4K -1,712 -1%
UBS Group
10
UBS Group
Switzerland
$2.53M -$6.26K -311 -0.2%
EAM
11
Empirical Asset Management
Massachusetts
$2.46M -$49.5K -2,460 -2%
ML
12
McAdam LLC
Pennsylvania
$2.15M -$269K -13,390 -11%
Bank of America
13
Bank of America
North Carolina
$2.04M -$50K -2,484 -2%
PAG
14
Private Advisor Group
New Jersey
$2.03M +$15K +745 +0.7%
VIM
15
Vista Investment Management
Pennsylvania
$2.01M -$420K -20,889 -17%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.83M +$30.6K +1,519 +2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.8M -$342K -16,996 -16%
KAS
18
Kestra Advisory Services
Texas
$1.69M +$1.36M +67,826 +417%
FTUS
19
Flow Traders U.S.
New York
$1.24M -$621K -30,868 -33%
AWM
20
Avaii Wealth Management
Wisconsin
$1.14M +$1.14M +56,432 New
AA
21
Advisory Alpha
Michigan
$1.04M -$114K -5,644 -10%
IWC
22
Integrated Wealth Concepts
Massachusetts
$895K -$926 -46 -0.1%
MML Investors Services
23
MML Investors Services
Massachusetts
$890K +$27.7K +1,379 +3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$855K
RJA
25
Raymond James & Associates
Florida
$786K -$175K -8,714 -18%