WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 05/06/2026 | 406.06 K | $9.16 M | 3.68% | 9.22% |
| MCADAM, LLC | 05/08/2026 | 300.60 K | $6.78 M | 5.68% | 6.82% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 248.48 K | $5.60 M | 26.50% | 5.64% |
| TRILOGY CAPITAL INC. | 04/22/2026 | 234.10 K | $5.28 M | 64.92% | 5.31% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 205.48 K | $4.63 M | 5.73% | 4.66% |
| MODERN WEALTH MANAGEMENT, LLC | 05/14/2026 | 126.93 K | $2.86 M | -16.48% | 2.88% |
| AXS INVESTMENTS LLC | 05/06/2026 | 107.23 K | $2.42 M | 52.32% | 2.43% |
| SYKON CAPITAL LLC | 04/22/2026 | 102.08 K | $2.30 M | -4.29% | 2.32% |
| SILVER OAK SECURITIES, INCORPORATED | 04/20/2026 | 85.16 K | $1.92 M | -1.42% | 1.93% |
| UBS GROUP AG | 05/05/2026 | 72.50 K | $1.63 M | 72.94% | 1.65% |
| ROYAL BANK OF CANADA | 05/15/2026 | 67.44 K | $1.52 M | -0.92% | 1.53% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 57.21 K | $1.29 M | -11.53% | 1.30% |
| WBI INVESTMENTS, INC. | 05/11/2026 | 55.82 K | $1.26 M | -6.78% | 1.27% |
| MILLINGTON SECURITIES, INC. | 07/15/2026 | 55.82 K | $1.26 M | 100.00% | 1.27% |
| CITADEL ADVISORS LLC | 05/15/2026 | 51.62 K | $1.16 M | 369.09% | 1.17% |
| SIGMA PLANNING CORP | 05/04/2026 | 47.73 K | $1.08 M | -35.65% | 1.08% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 39.64 K | $893.78 K | -85.62% | 0.90% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 35.30 K | $796.98 K | -4.22% | 0.80% |
| AMERITAS ADVISORY SERVICES, LLC | 05/12/2026 | 29.51 K | $665.28 K | 69.43% | 0.67% |
| 04/30/2026 | 28.30 K | $638.09 K | 100.00% | 0.64% | |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 27.19 K | $611.28 K | -4.69% | 0.62% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 25.02 K | $564.23 K | -3.65% | 0.57% |
| JANE STREET GROUP, LLC | 05/12/2026 | 22.33 K | $503.53 K | 100.00% | 0.51% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 19.82 K | $446.77 K | 0.48% | 0.45% |
| SYNTEGRA PRIVATE WEALTH GROUP, LLC | 04/27/2026 | 17.46 K | $393.72 K | 0.00% | 0.40% |
| 04/21/2026 | 16.46 K | $371.13 K | -6.80% | 0.37% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 15.53 K | $350.13 K | -55.12% | 0.35% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 14.42 K | $325.10 K | 79.01% | 0.33% |
| 05/07/2026 | 13.40 K | $302.16 K | -22.00% | 0.30% | |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 04/28/2026 | 12.97 K | $292.41 K | -4.81% | 0.29% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 11.91 K | $268.43 K | -18.54% | 0.27% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 11.39 K | $257.00 K | -43.17% | 0.26% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 9.16 K | $206.56 K | -7.07% | 0.21% |
| JPMORGAN CHASE & CO | 05/13/2026 | 5.13 K | $115.08 K | -17.15% | 0.12% |
| CHERRY TREE WEALTH MANAGEMENT, LLC | 05/05/2026 | 3.23 K | $72.92 K | 0.00% | 0.07% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 05/05/2026 | 2.30 K | $51.86 K | 0.00% | 0.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 2.02 K | $45.64 K | 100.00% | 0.05% |
| FRONT ROW ADVISORS LLC | 05/19/2026 | 1.16 K | $26.16 K | 0.00% | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 928 | $20.92 K | 0.00% | 0.02% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 927 | $20.90 K | -4.43% | 0.02% |
| HORIZON INVESTMENTS, LLC | 05/15/2026 | 870 | $19.56 K | -0.46% | 0.02% |
| DOGWOOD WEALTH MANAGEMENT LLC | 05/12/2026 | 826 | $18.62 K | 0.00% | 0.02% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 246 | $5.54 K | 0.82% | 0.01% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 04/28/2026 | 166 | $3.74 K | 0.00% | 0.00% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 92 | $2.07 K | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 1 | $32 | 0.00% | 0.00% |
| MORGAN STANLEY | 05/15/2026 | 1 | $28 | 0.00% | 0.00% |
| FMR LLC | 05/15/2026 | 1 | $23 | -93.33% | 0.00% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund institutional Ownership - FAQ's
During the previous two years, 65 institutional investors and hedge funds held shares of WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund. The most heavily invested institutionals were:
McAdam, LLC: 642,605
WIN ADVISORS, INC: 441,101
Trilogy Capital Inc.: 186,075
Global Retirement Partners, LLC: 49,216
ENVESTNET ASSET MANAGEMENT INC: 41,591
CREATIVE FINANCIAL DESIGNS INC /ADV: 29,448
58.83% of WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.40 M shares in the last 24 months. This purchase volume represents approximately $99.28 M in transactions.