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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
Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.76%
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
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$30.4M +$142K +6,465 +0.5%
LPL Financial
2
LPL Financial
California
$22.3M +$6.21M +283,707 +39%
Morgan Stanley
3
Morgan Stanley
New York
$16.2M +$3.7M +168,871 +30%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M -$66.9K -3,054 -0.6%
Ameriprise
5
Ameriprise
Minnesota
$5.53M +$922K +42,097 +20%
EH
6
Equitable Holdings
New York
$3.35M +$1.16M +52,933 +53%
IWC
7
Integrated Wealth Concepts
Massachusetts
$3.07M +$81.6K +3,729 +3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.53M +$2.32M +105,898 +1,088%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.52M +$1.74M +79,278 +220%
VC
10
Vicus Capital
Pennsylvania
$2.37M -$130K -5,920 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.07M +$237K +10,825 +13%
PFS
12
Prospera Financial Services
Texas
$1.65M +$80.1K +3,657 +5%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.37M -$1.93K -88 -0.1%
AC
14
Avestar Capital
New York
$1.37M +$41.4K +1,890 +3%
Raymond James Financial
15
Raymond James Financial
Florida
$1.33M -$128K -5,860 -9%
ML
16
McAdam LLC
Pennsylvania
$1.19M -$108K -4,941 -8%
WS
17
Wedbush Securities
California
$1.08M -$16K -731 -1%
MML Investors Services
18
MML Investors Services
Massachusetts
$999K +$342K +15,645 +52%
AA
19
Advisory Alpha
Michigan
$998K +$63.3K +2,891 +7%
HCM
20
Howard Capital Management
Georgia
$798K +$38.4K +1,754 +5%
Stifel Financial
21
Stifel Financial
Missouri
$796K +$351K +16,057 +79%
EAM
22
Empirical Asset Management
Massachusetts
$771K +$65.4K +2,989 +9%
Jane Street
23
Jane Street
New York
$743K -$466K -21,308 -39%
VCP
24
Verus Capital Partners
Arizona
$673K +$10.2K +464 +2%
DWAM
25
Duncan Williams Asset Management
Tennessee
$573K -$1.23K -56 -0.2%