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 |
|---|---|---|---|---|---|
| MCADAM, LLC | 08/04/2026 | 642.61 K | $14.53 M | 113.77% | 14.59% |
| LPL FINANCIAL LLC | 08/07/2026 | 453.31 K | $10.25 M | 11.64% | 10.29% |
| WIN ADVISORS, INC | 08/04/2026 | 441.10 K | $9.97 M | 100.00% | 10.01% |
| SYKON CAPITAL LLC | 08/12/2026 | 319.25 K | $7.22 M | 212.74% | 7.25% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 314.36 K | $7.11 M | 26.51% | 7.14% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 199.06 K | $4.50 M | -3.12% | 4.52% |
| TRILOGY CAPITAL INC. | 07/06/2026 | 186.08 K | $4.21 M | -20.52% | 4.22% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 106.91 K | $2.42 M | -15.78% | 2.43% |
| SILVER OAK SECURITIES, INCORPORATED | 08/07/2026 | 80.60 K | $1.82 M | -5.36% | 1.83% |
| AXS INVESTMENTS LLC | 08/10/2026 | 76.07 K | $1.72 M | -29.06% | 1.73% |
| UBS GROUP AG | 08/13/2026 | 74.93 K | $1.69 M | 3.35% | 1.70% |
| ROYAL BANK OF CANADA | 08/14/2026 | 68.54 K | $1.55 M | 1.63% | 1.56% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 57.91 K | $1.31 M | 96.28% | 1.31% |
| JANE STREET GROUP, LLC | 08/14/2026 | 56.80 K | $1.28 M | 154.36% | 1.29% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 55.50 K | $1.25 M | -2.99% | 1.26% |
| WBI INVESTMENTS, LLC | 08/11/2026 | 50.82 K | $1.15 M | -8.94% | 1.15% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 49.22 K | $1.11 M | 100.00% | 1.12% |
| SIGMA PLANNING CORP | 08/07/2026 | 48.17 K | $1.09 M | 0.93% | 1.09% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 41.59 K | $940.37 K | 4.92% | 0.94% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 36.14 K | $818.27 K | 2.40% | 0.82% |
| CITADEL ADVISORS LLC | 09/02/2026 | 36.05 K | $815.18 K | -30.15% | 0.82% |
| GREATBANC TRUST CO | 07/30/2026 | 32.30 K | $730.30 K | 14.13% | 0.73% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 29.52 K | $667.45 K | 100.00% | 0.67% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 29.45 K | $665.82 K | 17.68% | 0.67% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 19.57 K | $442.57 K | -28.00% | 0.44% |
| SYNTEGRA PRIVATE WEALTH GROUP, LLC | 07/15/2026 | 17.46 K | $394.82 K | 0.00% | 0.40% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 16.76 K | $378.99 K | 16.25% | 0.38% |
| GILPIN WEALTH MANAGEMENT, LLC | 07/24/2026 | 15.66 K | $354.07 K | -4.86% | 0.36% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 14.44 K | $326.57 K | -6.99% | 0.33% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 07/31/2026 | 13.56 K | $306.08 K | 4.60% | 0.31% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 11.84 K | $268.00 K | 100.00% | 0.27% |
| BUCKET LIST WEALTH MANAGEMENT, LLC | 07/16/2026 | 11.58 K | $261.87 K | -13.57% | 0.26% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 10.42 K | $235.66 K | -12.45% | 0.24% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 9.21 K | $208.26 K | 0.55% | 0.21% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 6.93 K | $156.57 K | 100.00% | 0.16% |
| JPMORGAN CHASE & CO | 08/12/2026 | 5.10 K | $115.05 K | -0.59% | 0.12% |
| CHERRY TREE WEALTH MANAGEMENT, LLC | 09/15/2026 | 3.23 K | $73.12 K | 0.00% | 0.07% |
| FRONT ROW ADVISORS LLC | 08/13/2026 | 1.16 K | $26.20 K | 0.00% | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 928 | $20.96 K | 0.00% | 0.02% |
| DOGWOOD WEALTH MANAGEMENT LLC | 07/06/2026 | 826 | $18.68 K | 0.00% | 0.02% |
| IFG ADVISORY, LLC | 08/14/2026 | 478 | $10.81 K | 100.00% | 0.01% |
| HORIZON INVESTMENTS, LLC | 08/13/2026 | 435 | $9.81 K | -50.00% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 248 | $5.61 K | 0.81% | 0.01% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 07/22/2026 | 166 | $3.75 K | 0.00% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 21 | $473 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2 | $37 | 100.00% | 0.00% |
| MORGAN STANLEY | 08/13/2026 | 1 | $23 | 0.00% | 0.00% |
| FMR LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 07/23/2026 | 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, 67 institutional investors and hedge funds held shares of WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund. The most heavily invested institutionals were:
Elevation Capital Advisory, LLC: 308,938
AXS Investments LLC: 110,077
Sigma Planning Corp: 61,525
Kestra Advisory Services, LLC: 31,824
CREATIVE FINANCIAL DESIGNS INC /ADV: 29,843
TD PRIVATE CLIENT WEALTH LLC: 22,495
82.76% of WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.01 M shares in the last 24 months. This purchase volume represents approximately $90.44 M in transactions.