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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

53 hedge funds and large institutions have $108M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$23.3M +$641K +30,478 +3%
BRWA
2
B. Riley Wealth Advisors
Florida
$15.4M -$1.32M -62,717 -8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.6M -$2.22M -105,757 -14%
Morgan Stanley
4
Morgan Stanley
New York
$10.7M -$1.13M -53,616 -10%
Ameriprise
5
Ameriprise
Minnesota
$8.06M -$289K -13,751 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.25M -$670K -31,883 -11%
LPL Financial
7
LPL Financial
California
$4.98M +$491K +23,373 +11%
PAG
8
Private Advisor Group
New Jersey
$2.67M +$571K +26,826 +27%
ML
9
McAdam LLC
Pennsylvania
$1.82M -$87.7K -4,173 -5%
KAS
10
Kestra Advisory Services
Texas
$1.75M -$1.4M -66,723 -45%
EH
11
Equitable Holdings
New York
$1.59M -$1.54M -73,027 -49%
EAM
12
Empirical Asset Management
Massachusetts
$1.36M +$58.2K +2,771 +4%
IWC
13
Integrated Wealth Concepts
Massachusetts
$1.27M +$98.5K +4,684 +8%
KWA
14
KCS Wealth Advisory
California
$1.24M +$25.1K +1,193 +2%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.08M +$37.5K +1,783 +4%
AA
16
Advisory Alpha
Michigan
$1.04M -$55.5K -2,642 -5%
VIM
17
Vista Investment Management
Pennsylvania
$1.02M -$598K -28,462 -37%
RSWM
18
Robertson Stephens Wealth Management
California
$975K +$52.4K +2,493 +6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$893K
CA
20
Cetera Advisors
Colorado
$824K +$18.5K +880 +2%
VCP
21
Verus Capital Partners
Arizona
$718K -$104K -4,940 -13%
FTUS
22
Flow Traders U.S.
New York
$715K +$161K +7,662 +29%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$698K -$10.7K -507 -2%
SWP
24
Stratos Wealth Partners
Ohio
$676K -$53K -2,521 -7%
AC
25
Avestar Capital
New York
$663K +$12.8K +607 +2%