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 | 02/11/2026 | 391.66 K | $8.81 M | 12.71% | 9.34% |
| MCADAM, LLC | 02/13/2026 | 284.44 K | $6.40 M | 16.40% | 6.78% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 275.63 K | $6.20 M | 1,071.10% | 6.57% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 196.42 K | $4.42 M | -56.15% | 4.68% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 194.34 K | $4.37 M | -7.30% | 4.63% |
| MODERN WEALTH MANAGEMENT, LLC | 02/17/2026 | 151.98 K | $3.42 M | -8.78% | 3.62% |
| TRILOGY CAPITAL INC. | 01/22/2026 | 141.95 K | $3.19 M | -7.05% | 3.57% |
| SYKON CAPITAL LLC | 02/12/2026 | 106.65 K | $2.40 M | 111.39% | 2.54% |
| SILVER OAK SECURITIES, INCORPORATED | 01/15/2026 | 86.38 K | $1.94 M | -1.35% | 2.17% |
| SIGMA PLANNING CORP | 01/30/2026 | 74.17 K | $1.67 M | 1.62% | 1.86% |
| AXS INVESTMENTS LLC | 02/10/2026 | 70.40 K | $1.58 M | 0.10% | 1.77% |
| ROYAL BANK OF CANADA | 02/17/2026 | 68.07 K | $1.53 M | 1.89% | 1.62% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 64.66 K | $1.45 M | -0.91% | 1.54% |
| WBI INVESTMENTS, INC. | 02/13/2026 | 59.88 K | $1.35 M | -23.27% | 1.43% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 47.30 K | $1.06 M | -1.04% | 1.13% |
| UBS GROUP AG | 01/29/2026 | 41.92 K | $942.62 K | -16.44% | 1.00% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 36.88 K | $829.27 K | 100.00% | 0.93% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 36.85 K | $829.85 K | -20.72% | 0.88% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 34.60 K | $778.07 K | 10.47% | 0.83% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 28.53 K | $641.39 K | 10.55% | 0.68% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 25.97 K | $583.96 K | -2.53% | 0.62% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 19.72 K | $443.40 K | 5.79% | 0.50% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 20.04 K | $451.00 K | 100.00% | 0.48% |
| MAIN LINE RETIREMENT ADVISORS, LLC | 01/20/2026 | 17.73 K | $404.70 K | 100.00% | 0.45% |
| AMERITAS ADVISORY SERVICES, LLC | 02/04/2026 | 17.42 K | $391.58 K | 620.82% | 0.44% |
| 02/11/2026 | 17.66 K | $397.09 K | 100.00% | 0.42% | |
| SYNTEGRA PRIVATE WEALTH GROUP, LLC | 02/10/2026 | 17.46 K | $392.63 K | 0.00% | 0.42% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 14.62 K | $328.62 K | -6.31% | 0.35% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 02/09/2026 | 13.62 K | $306.32 K | -6.71% | 0.32% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 11.93 K | $268.00 K | 100.00% | 0.30% |
| CITADEL ADVISORS LLC | 02/17/2026 | 11.00 K | $247.43 K | -75.60% | 0.26% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 9.86 K | $221.66 K | 2.38% | 0.25% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 8.06 K | $181.11 K | 100.00% | 0.19% |
| JPMORGAN CHASE & CO | 02/11/2026 | 6.19 K | $139.14 K | 40.06% | 0.16% |
| CHERRY TREE WEALTH MANAGEMENT, LLC | 02/10/2026 | 3.23 K | $72.72 K | -6.48% | 0.08% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 01/21/2026 | 2.30 K | $51.72 K | 0.00% | 0.06% |
| FRONT ROW ADVISORS LLC | 02/12/2026 | 1.16 K | $26.08 K | 0.00% | 0.03% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 970 | $21.81 K | 22.47% | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 928 | $20.82 K | 0.00% | 0.02% |
| HORIZON INVESTMENTS, LLC | 02/02/2026 | 874 | $19.60 K | 31.83% | 0.02% |
| DOGWOOD WEALTH MANAGEMENT LLC | 02/04/2026 | 826 | $18.57 K | 0.00% | 0.02% |
| COMERICA BANK | 01/29/2026 | 690 | $15.52 K | 100.00% | 0.02% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 244 | $5.48 K | 1.24% | 0.01% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 02/13/2026 | 166 | $3.73 K | 0.00% | 0.00% |
| CAPE INVESTMENT ADVISORY, INC. | 02/17/2026 | 42 | $945 | 0.00% | 0.00% |
| FMR LLC | 02/17/2026 | 15 | $337 | 1,400.00% | 0.00% |
| MORGAN STANLEY | 02/13/2026 | 1 | $23 | -99.54% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $20 | 0.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| MARINER, LLC | 02/13/2026 | 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, 68 institutional investors and hedge funds held shares of WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund. The most heavily invested institutionals were:
Trilogy Capital Inc.: 234,103
SYKON CAPITAL LLC: 102,080
SILVER OAK SECURITIES, INCORPORATED: 85,158
UBS Group AG: 72,499
Sigma Planning Corp: 47,730
ENVESTNET ASSET MANAGEMENT INC: 39,640
65.69% of WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.21 M shares in the last 24 months. This purchase volume represents approximately $72.34 M in transactions.