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 |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 05/06/2026 | 1.64 M | $36.02 M | 10.47% | 16.40% |
| UBS GROUP AG | 05/05/2026 | 1.58 M | $34.77 M | 4.12% | 15.83% |
| MORGAN STANLEY | 05/15/2026 | 689.82 K | $15.18 M | -2.88% | 6.91% |
| SYSTELLIGENCE, LLC | 04/21/2026 | 354.85 K | $7.81 M | 100.00% | 3.56% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 335.17 K | $7.38 M | -19.49% | 3.36% |
| B. RILEY WEALTH ADVISORS, INC. | 04/27/2026 | 272.71 K | $6.01 M | 1.90% | 2.73% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 219.45 K | $4.83 M | 70.58% | 2.20% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 191.43 K | $4.21 M | 24.41% | 1.92% |
| JANE STREET GROUP, LLC | 05/12/2026 | 171.47 K | $3.77 M | 894.58% | 1.72% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 169.96 K | $3.74 M | 6.56% | 1.70% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 160.50 K | $3.53 M | 12.22% | 1.61% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 139.17 K | $3.06 M | 7.31% | 1.39% |
| VICUS CAPITAL | 04/22/2026 | 128.70 K | $2.83 M | 8.96% | 1.29% |
| HOWARD CAPITAL MANAGEMENT INC. | 05/05/2026 | 102.90 K | $2.26 M | 8.41% | 1.03% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 96.61 K | $2.13 M | 100.00% | 0.97% |
| COLUMBIA ADVISORY PARTNERS LLC | 04/23/2026 | 89.51 K | $1.97 M | 100.00% | 0.90% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 74.33 K | $1.64 M | 24.14% | 0.74% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 69.70 K | $1.53 M | -0.93% | 0.70% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 65.39 K | $1.44 M | -1.51% | 0.66% |
| ADVISORY ALPHA, LLC | 05/14/2026 | 62.64 K | $1.38 M | 11.41% | 0.63% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 60.89 K | $1.34 M | 1.11% | 0.61% |
| AVESTAR CAPITAL, LLC | 05/13/2026 | 60.08 K | $1.32 M | -0.35% | 0.60% |
| MCADAM, LLC | 05/08/2026 | 49.41 K | $1.09 M | 1.17% | 0.50% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 48.74 K | $1.07 M | 10.16% | 0.49% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 05/11/2026 | 45.57 K | $1.00 M | 3.58% | 0.46% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 44.90 K | $988.19 K | -66.13% | 0.45% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 32.04 K | $705.10 K | -2.43% | 0.32% |
| 04/21/2026 | 28.48 K | $626.74 K | 0.00% | 0.29% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 19.77 K | $435.13 K | -6.65% | 0.20% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 17.17 K | $386.74 K | -15.61% | 0.17% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 16.60 K | $365.33 K | -21.34% | 0.17% |
| DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | 05/05/2026 | 15.71 K | $345.84 K | -32.81% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 14.97 K | $329.00 K | 19.62% | 0.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 12.61 K | $281.54 K | -81.17% | 0.13% |
| STEPHENS INC /AR/ | 04/28/2026 | 11.74 K | $258.46 K | 0.00% | 0.12% |
| CWM, LLC | 05/14/2026 | 11.53 K | $253.71 K | 601.16% | 0.12% |
| VERUS CAPITAL PARTNERS, LLC | 05/22/2026 | 11.48 K | $252.64 K | -0.33% | 0.12% |
| MELONE PRIVATE WEALTH, LLC | 04/08/2026 | 10.96 K | $241.17 K | 1.43% | 0.11% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 10.65 K | $234.00 K | 100.00% | 0.11% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 9.19 K | $202.23 K | 0.00% | 0.09% |
| FIFTH THIRD BANCORP | 05/01/2026 | 8.28 K | $182.27 K | 100.00% | 0.08% |
| PRIVATE TRUST CO NA | 04/30/2026 | 6.92 K | $152.24 K | 0.00% | 0.07% |
| JCSD CAPITAL, LLC | 04/24/2026 | 3.22 K | $70.87 K | 100.00% | 0.03% |
| JPMORGAN CHASE & CO | 05/13/2026 | 2.77 K | $61.03 K | 68.37% | 0.03% |
| HHM WEALTH ADVISORS, LLC | 04/17/2026 | 1.66 K | $36.45 K | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.38 K | $30.00 K | 0.00% | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 1.15 K | $25.22 K | 100.00% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 933 | $20.48 K | 0.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 887 | $19.52 K | 0.00% | 0.01% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 829 | $18.25 K | 3.75% | 0.01% |
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WisdomTree Interest Rate Hedged High Yield Bond Fund institutional Ownership - FAQ's
During the previous two years, 84 institutional investors and hedge funds held shares of WisdomTree Interest Rate Hedged High Yield Bond Fund. The most heavily invested institutionals were:
LPL Financial LLC: 1.64 M
UBS Group AG: 1.58 M
MORGAN STANLEY: 689,821
Systelligence, LLC: 354,852
ENVESTNET ASSET MANAGEMENT INC: 335,174
B. Riley Wealth Advisors, Inc.: 272,710
71.89% of WisdomTree Interest Rate Hedged High Yield Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.59 M shares in the last 24 months. This purchase volume represents approximately $191.72 M in transactions.