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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

53 hedge funds and large institutions have $137M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-7
Holders Change %
-11.67%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
13
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$22.4M +$1.04M +49,922 +5%
BRWA
2
B. Riley Wealth Advisors
Florida
$16.5M -$339K -16,326 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.6M -$7.19M -346,050 -32%
Jane Street
4
Jane Street
New York
$13.2M +$10.7M +516,203 +426%
Morgan Stanley
5
Morgan Stanley
New York
$11.6M -$165K -7,947 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.3M -$529K -25,479 -5%
Ameriprise
7
Ameriprise
Minnesota
$8.25M +$631K +30,374 +8%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.85M +$311K +14,998 +6%
LPL Financial
9
LPL Financial
California
$4.43M -$242K -11,656 -5%
KAS
10
Kestra Advisory Services
Texas
$3.11M +$1.17M +56,233 +60%
EH
11
Equitable Holdings
New York
$3.09M +$53.3K +2,566 +2%
PAG
12
Private Advisor Group
New Jersey
$2.05M -$3.7K -178 -0.2%
ML
13
McAdam LLC
Pennsylvania
$1.88M -$1.52M -73,331 -45%
VIM
14
Vista Investment Management
Pennsylvania
$1.6M -$447K -21,501 -22%
EAM
15
Empirical Asset Management
Massachusetts
$1.28M -$1.09M -52,545 -46%
KWA
16
KCS Wealth Advisory
California
$1.2M +$1.2M +57,788 New
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.15M +$49.5K +2,382 +4%
AA
18
Advisory Alpha
Michigan
$1.09M -$11.9K -571 -1%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.03M -$164K -7,898 -14%
RSWM
20
Robertson Stephens Wealth Management
California
$912K +$912K +43,909 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$883K
VCP
22
Verus Capital Partners
Arizona
$812K +$24.3K +1,168 +3%
CA
23
Cetera Advisors
Colorado
$796K +$31.5K +1,515 +4%
AAS
24
Ameritas Advisory Services
Nebraska
$758K -$8.5K -411 -1%
CAN
25
Cetera Advisor Networks
California
$749K -$13.4K -646 -2%