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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

50 hedge funds and large institutions have $109M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$28.9M 1,305,630 +21,029 +2%
BRWA
2
B. Riley Wealth Advisors
Florida
$13.8M 624,359 -129,939 -17%
LPL Financial
3
LPL Financial
California
$13.1M 593,425 -732 -0.1%
Morgan Stanley
4
Morgan Stanley
New York
$12.7M 571,525 +62,705 +12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.6M 569,241 -76,024 -12%
Ameriprise
6
Ameriprise
Minnesota
$4.12M 185,934 -358,748 -66%
IWC
7
Integrated Wealth Concepts
Massachusetts
$2.77M 125,157 +6,600 +6%
EH
8
Equitable Holdings
New York
$1.74M 78,577 -19,309 -20%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.57M 70,791 +13,523 +24%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.52M 68,441 +68,441 New
AC
11
Avestar Capital
New York
$1.5M 67,684 -8,738 -11%
ML
12
McAdam LLC
Pennsylvania
$1.43M 64,374 -11,454 -15%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.28M 57,980 +44,825 +341%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$917K 41,399 +1,591 +4%
AA
15
Advisory Alpha
Michigan
$905K 40,854 -4,686 -10%
KAS
16
Kestra Advisory Services
Texas
$889K 40,137 -708,856 -95%
HCM
17
Howard Capital Management
Georgia
$768K 34,699 +5,644 +19%
VCP
18
Verus Capital Partners
Arizona
$743K 33,539 +26 +0.1%
PAG
19
Private Advisor Group
New Jersey
$733K 33,116 -1,981 -6%
Osaic Holdings
20
Osaic Holdings
Arizona
$677K 30,557 +8,196 +37%
MML Investors Services
21
MML Investors Services
Massachusetts
$674K 30,447 -3,089 -9%
EAM
22
Empirical Asset Management
Massachusetts
$665K 30,022 -19,311 -39%
DWAM
23
Duncan Williams Asset Management
Tennessee
$583K 26,341 +26,341 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$582K 26,274 -6,449 -20%
AAS
25
Ameritas Advisory Services
Nebraska
$572K 25,826 -11,545 -31%