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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

56 hedge funds and large institutions have $122M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

2% more funds holding

Funds holding: 5556 (+1)

7% less capital invested

Capital invested by funds: $132M → $122M (-$9.65M)

12.02% less ownership

Funds ownership: 79.92%67.9% (-12%)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
28
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$30.4M +$145K +6,465 +0.5%
LPL Financial
2
LPL Financial
California
$22.3M +$6.34M +283,707 +39%
Morgan Stanley
3
Morgan Stanley
New York
$16.2M +$3.78M +168,871 +30%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M -$68.3K -3,054 -0.6%
Ameriprise
5
Ameriprise
Minnesota
$5.53M +$941K +42,097 +20%
EH
6
Equitable Holdings
New York
$3.35M +$1.18M +52,933 +53%
IWC
7
Integrated Wealth Concepts
Massachusetts
$3.07M +$83.4K +3,729 +3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.53M +$2.37M +105,898 +1,088%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.52M +$1.77M +79,278 +220%
VC
10
Vicus Capital
Pennsylvania
$2.37M -$132K -5,920 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.07M +$242K +10,825 +13%
PFS
12
Prospera Financial Services
Texas
$1.65M +$81.8K +3,657 +5%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.37M -$1.97K -88 -0.1%
AC
14
Avestar Capital
New York
$1.37M +$42.3K +1,890 +3%
Raymond James Financial
15
Raymond James Financial
Florida
$1.33M -$131K -5,860 -9%
ML
16
McAdam LLC
Pennsylvania
$1.19M -$110K -4,941 -8%
WS
17
Wedbush Securities
California
$1.08M -$16.3K -731 -1%
MML Investors Services
18
MML Investors Services
Massachusetts
$999K +$350K +15,645 +52%
AA
19
Advisory Alpha
Michigan
$998K +$64.7K +2,891 +7%
HCM
20
Howard Capital Management
Georgia
$798K +$39.2K +1,754 +5%
Stifel Financial
21
Stifel Financial
Missouri
$796K +$359K +16,057 +79%
EAM
22
Empirical Asset Management
Massachusetts
$771K +$66.8K +2,989 +9%
Jane Street
23
Jane Street
New York
$743K -$477K -21,308 -39%
VCP
24
Verus Capital Partners
Arizona
$673K +$10.4K +464 +2%
DWAM
25
Duncan Williams Asset Management
Tennessee
$573K -$1.25K -56 -0.2%