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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

53 hedge funds and large institutions have $128M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
1
B. Riley Wealth Advisors
Florida
$24.7M +$9.22M +436,683 +60%
UBS Group
2
UBS Group
Switzerland
$23.8M +$346K +16,375 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.7M +$1.05M +49,702 +8%
Ameriprise
4
Ameriprise
Minnesota
$14.5M +$6.38M +301,745 +79%
Morgan Stanley
5
Morgan Stanley
New York
$10.4M -$297K -14,065 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.44M +$3.16M +149,734 +60%
LPL Financial
7
LPL Financial
California
$5.24M +$242K +11,446 +5%
PAG
8
Private Advisor Group
New Jersey
$2.69M +$34.2K +1,621 +1%
Jane Street
9
Jane Street
New York
$1.97M +$1.52M +72,193 +344%
ML
10
McAdam LLC
Pennsylvania
$1.78M -$48.7K -2,305 -3%
EH
11
Equitable Holdings
New York
$1.65M +$55.2K +2,613 +3%
KAS
12
Kestra Advisory Services
Texas
$1.47M -$291K -13,755 -17%
IWC
13
Integrated Wealth Concepts
Massachusetts
$1.38M +$112K +5,313 +9%
EAM
14
Empirical Asset Management
Massachusetts
$1.27M -$94.3K -4,466 -7%
KWA
15
KCS Wealth Advisory
California
$1.1M -$147K -6,943 -12%
AA
16
Advisory Alpha
Michigan
$1.05M +$4.52K +214 +0.4%
RSWM
17
Robertson Stephens Wealth Management
California
$967K -$13.3K -629 -1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$929K +$31.3K +1,481 +3%
MML Investors Services
19
MML Investors Services
Massachusetts
$923K -$158K -7,482 -15%
VIM
20
Vista Investment Management
Pennsylvania
$920K -$107K -5,069 -10%
CA
21
Cetera Advisors
Colorado
$782K -$45.6K -2,161 -6%
AAS
22
Ameritas Advisory Services
Nebraska
$759K +$759K +35,921 New
VCP
23
Verus Capital Partners
Arizona
$709K -$12.6K -597 -2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$701K -$655 -31 -0.1%
SWP
25
Stratos Wealth Partners
Ohio
$686K +$6.84K +324 +1%