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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

53 hedge funds and large institutions have $135M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$28.1M 1,284,601 -48 -0%
BRWA
2
B. Riley Wealth Advisors
Florida
$16.5M 754,298 -416,256 -36%
KAS
3
Kestra Advisory Services
Texas
$16.4M 748,993 +61,928 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.1M 645,265 -10,953 -2%
LPL Financial
5
LPL Financial
California
$13M 594,157 +127,100 +27%
Ameriprise
6
Ameriprise
Minnesota
$11.9M 544,682 -101,469 -16%
Morgan Stanley
7
Morgan Stanley
New York
$11.1M 508,820 +7,277 +1%
IWC
8
Integrated Wealth Concepts
Massachusetts
$2.59M 118,557 +13,184 +13%
EH
9
Equitable Holdings
New York
$2.14M 97,886 +1,240 +1%
AC
10
Avestar Capital
New York
$1.67M 76,422 -5,062 -6%
ML
11
McAdam LLC
Pennsylvania
$1.66M 75,828 -1,603 -2%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$1.44M 65,733 +65,733 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.25M 57,268 +6,477 +13%
EAM
14
Empirical Asset Management
Massachusetts
$1.08M 49,333 -7,355 -13%
AA
15
Advisory Alpha
Michigan
$996K 45,540 -3,708 -8%
Jane Street
16
Jane Street
New York
$929K 42,498 -25,060 -37%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$870K 39,808 +489 +1%
AAS
18
Ameritas Advisory Services
Nebraska
$817K 37,371 +96 +0.3%
PAG
19
Private Advisor Group
New Jersey
$767K 35,097 -3,162 -8%
MML Investors Services
20
MML Investors Services
Massachusetts
$733K 33,536 -6,202 -16%
VCP
21
Verus Capital Partners
Arizona
$733K 33,513 +275 +0.8%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$715K 32,723 -4,794 -13%
HCM
23
Howard Capital Management
Georgia
$635K 29,055 +3,463 +14%
RJA
24
Raymond James & Associates
Florida
$527K 24,093 +6,595 +38%
Osaic Holdings
25
Osaic Holdings
Arizona
$489K 22,361 -71,374 -76%