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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

54 hedge funds and large institutions have $121M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$31.1M +$33.1K +1,478 +0.1%
LPL Financial
2
LPL Financial
California
$22.9M +$83.3K +3,719 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$16.3M -$285K -12,725 -2%
BRWA
4
B. Riley Wealth Advisors
Florida
$10.1M +$10.1M +450,516 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.49M -$3.54M -158,175 -32%
IWC
6
Integrated Wealth Concepts
Massachusetts
$3.31M +$167K +7,456 +5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.79M +$674K +30,092 +32%
EH
8
Equitable Holdings
New York
$2.01M -$1.42M -63,308 -41%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.89M -$684K -30,595 -27%
Ameriprise
10
Ameriprise
Minnesota
$1.64M -$4.02M -179,373 -71%
PFS
11
Prospera Financial Services
Texas
$1.62M -$60.6K -2,705 -4%
VC
12
Vicus Capital
Pennsylvania
$1.54M -$885K -39,525 -37%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.46M +$56.9K +2,529 +4%
Raymond James Financial
14
Raymond James Financial
Florida
$1.45M +$93K +4,155 +7%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.45M +$429K +19,168 +42%
Stifel Financial
16
Stifel Financial
Missouri
$1.3M +$490K +21,896 +60%
AC
17
Avestar Capital
New York
$1.23M -$165K -7,381 -12%
ML
18
McAdam LLC
Pennsylvania
$1.16M -$50.4K -2,252 -4%
AA
19
Advisory Alpha
Michigan
$1.04M +$24.1K +1,078 +2%
WS
20
Wedbush Securities
California
$866K -$236K -10,544 -21%
HCM
21
Howard Capital Management
Georgia
$859K +$42.7K +1,908 +5%
EAM
22
Empirical Asset Management
Massachusetts
$798K +$9.65K +431 +1%
VCP
23
Verus Capital Partners
Arizona
$733K +$43.9K +1,963 +6%
DWAM
24
Duncan Williams Asset Management
Tennessee
$585K -$940 -42 -0.2%
CWM
25
Comprehensive Wealth Management
Washington
$515K +$515K +22,995 New