WisdomTree Interest Rate Hedged High Yield Bond Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 08/13/2026 | 1.74 M | $39.13 M | 10.04% | 16.27% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.73 M | $38.86 M | 5.49% | 16.16% |
| MORGAN STANLEY | 08/13/2026 | 698.23 K | $15.71 M | 1.22% | 6.53% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 338.74 K | $7.62 M | 1.06% | 3.17% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 320.75 K | $7.22 M | 46.16% | 3.00% |
| B. RILEY WEALTH ADVISORS, INC. | 07/14/2026 | 288.99 K | $6.49 M | 5.97% | 2.70% |
| SYSTELLIGENCE, LLC | 07/14/2026 | 281.84 K | $6.34 M | -20.58% | 2.64% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 188.41 K | $4.24 M | -1.58% | 1.76% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 185.40 K | $4.17 M | 9.09% | 1.74% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 180.57 K | $4.06 M | 12.51% | 1.69% |
| VICUS CAPITAL | 08/05/2026 | 169.20 K | $3.81 M | 31.46% | 1.58% |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 08/10/2026 | 146.85 K | $3.31 M | 100.00% | 1.37% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 136.14 K | $3.06 M | -2.18% | 1.27% |
| HOWARD CAPITAL MANAGEMENT INC. | 07/28/2026 | 112.48 K | $2.53 M | 9.31% | 1.05% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 107.33 K | $2.42 M | 64.13% | 1.00% |
| COLUMBIA ADVISORY PARTNERS LLC | 07/23/2026 | 88.51 K | $1.99 M | -1.13% | 0.83% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 78.89 K | $1.78 M | 6.14% | 0.74% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 71.48 K | $1.61 M | 17.40% | 0.67% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 71.45 K | $1.61 M | 2.50% | 0.67% |
| JANE STREET GROUP, LLC | 08/14/2026 | 61.25 K | $1.38 M | -64.28% | 0.57% |
| AVESTAR CAPITAL, LLC | 07/29/2026 | 61.06 K | $1.37 M | 1.62% | 0.57% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 60.33 K | $1.36 M | 34.37% | 0.56% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 59.97 K | $1.35 M | 23.05% | 0.56% |
| ELEVATION CAPITAL ADVISORY, LLC | 07/27/2026 | 57.20 K | $1.29 M | 100.00% | 0.54% |
| SIMPLICITY WEALTH,LLC | 08/06/2026 | 55.65 K | $1.25 M | 100.00% | 0.52% |
| COMPREHENSIVE WEALTH MANAGEMENT, LLC | 08/12/2026 | 55.07 K | $1.24 M | 100.00% | 0.52% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 08/10/2026 | 49.43 K | $1.11 M | 8.46% | 0.46% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 47.35 K | $1.07 M | 139.49% | 0.44% |
| GILPIN WEALTH MANAGEMENT, LLC | 07/24/2026 | 28.48 K | $640.88 K | 0.00% | 0.27% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 25.04 K | $563.61 K | -21.83% | 0.23% |
| JPMORGAN CHASE & CO | 08/12/2026 | 23.46 K | $526.94 K | 747.40% | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 19.83 K | $447.66 K | 57.17% | 0.19% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 19.76 K | $445.00 K | 31.97% | 0.18% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 16.44 K | $369.94 K | -0.97% | 0.15% |
| DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | 07/22/2026 | 15.07 K | $339.13 K | -4.10% | 0.14% |
| ADVISORY ALPHA, LLC | 08/11/2026 | 14.69 K | $330.51 K | -76.56% | 0.14% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 13.59 K | $305.80 K | -20.84% | 0.13% |
| STEPHENS INC /AR/ | 07/29/2026 | 11.74 K | $264.30 K | 0.00% | 0.11% |
| MELONE PRIVATE WEALTH, LLC | 07/09/2026 | 11.12 K | $250.24 K | 1.47% | 0.10% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 8.84 K | $198.94 K | -3.81% | 0.08% |
| FIFTH THIRD BANCORP | 08/05/2026 | 8.39 K | $188.83 K | 1.32% | 0.08% |
| CENTAURUS FINANCIAL, INC. | 08/17/2026 | 8.36 K | $188.00 K | 100.00% | 0.08% |
| PRIVATE TRUST CO NA | 07/28/2026 | 6.92 K | $155.68 K | 0.00% | 0.06% |
| ROYAL BANK OF CANADA | 08/14/2026 | 4.35 K | $98.00 K | 214.09% | 0.04% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 2.10 K | $47.15 K | 100.00% | 0.02% |
| HHM WEALTH ADVISORS, LLC | 07/13/2026 | 1.66 K | $37.27 K | 0.00% | 0.02% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 1.53 K | $34.44 K | 100.00% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 933 | $20.97 K | 0.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 887 | $19.96 K | 0.00% | 0.01% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 847 | $19.06 K | 2.17% | 0.01% |
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WisdomTree Interest Rate Hedged High Yield Bond Fund institutional Ownership - FAQ's
During the previous two years, 87 institutional investors and hedge funds held shares of WisdomTree Interest Rate Hedged High Yield Bond Fund. The most heavily invested institutionals were:
UBS Group AG: 1.74 M
LPL Financial LLC: 1.73 M
MORGAN STANLEY: 698,232
ENVESTNET ASSET MANAGEMENT INC: 338,740
AMERIPRISE FINANCIAL INC: 320,753
B. Riley Wealth Advisors, Inc.: 288,985
71.90% of WisdomTree Interest Rate Hedged High Yield Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.14 M shares in the last 24 months. This purchase volume represents approximately $203.95 M in transactions.