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 | 01/29/2026 | 1.52 M | $34.19 M | 9.52% | 16.48% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.48 M | $33.38 M | 28.16% | 16.15% |
| MORGAN STANLEY | 02/13/2026 | 710.29 K | $16.00 M | -1.65% | 7.71% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 416.34 K | $9.38 M | 18.94% | 4.52% |
| B. RILEY WEALTH ADVISORS, INC. | 02/17/2026 | 267.61 K | $6.03 M | -2.47% | 2.91% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 159.50 K | $3.59 M | 3.90% | 1.73% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 153.88 K | $3.47 M | -0.30% | 1.67% |
| SAVVY ADVISORS, INC. | 01/20/2026 | 143.01 K | $3.22 M | 100.00% | 1.61% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 132.57 K | $2.99 M | 50.21% | 1.44% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 129.69 K | $2.92 M | 54.68% | 1.41% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 128.65 K | $2.90 M | 69.82% | 1.40% |
| VICUS CAPITAL | 01/22/2026 | 118.12 K | $2.66 M | 5.02% | 1.33% |
| HOWARD CAPITAL MANAGEMENT INC. | 01/23/2026 | 94.92 K | $2.14 M | 8.42% | 1.07% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 70.36 K | $1.59 M | -1.13% | 0.77% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 66.99 K | $1.51 M | 2.35% | 0.76% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 66.40 K | $1.50 M | 232.76% | 0.72% |
| AVESTAR CAPITAL, LLC | 02/10/2026 | 60.30 K | $1.36 M | 7.09% | 0.66% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 60.22 K | $1.36 M | 4.09% | 0.66% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 59.88 K | $1.35 M | 0.48% | 0.65% |
| ADVISORY ALPHA, LLC | 02/06/2026 | 56.23 K | $1.27 M | 12.14% | 0.61% |
| MCADAM, LLC | 02/13/2026 | 48.84 K | $1.10 M | -2.88% | 0.53% |
| ELEVATION CAPITAL ADVISORY, LLC | 01/26/2026 | 46.80 K | $1.05 M | -79.81% | 0.53% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 44.24 K | $997.00 K | 100.00% | 0.48% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 02/06/2026 | 44.00 K | $991.33 K | 15.57% | 0.48% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 32.83 K | $739.74 K | -7.29% | 0.36% |
| 02/11/2026 | 28.48 K | $641.57 K | 100.00% | 0.31% | |
| DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | 02/05/2026 | 23.39 K | $528.43 K | -0.02% | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 21.18 K | $477.19 K | 8.27% | 0.23% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 21.10 K | $475.45 K | 6.97% | 0.23% |
| OREGON PACIFIC WEALTH MANAGEMENT, LLC | 01/16/2026 | 20.17 K | $454.33 K | -6.31% | 0.23% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 20.34 K | $458.25 K | -76.85% | 0.22% |
| JANE STREET GROUP, LLC | 02/12/2026 | 17.24 K | $388.43 K | -37.82% | 0.19% |
| COMPREHENSIVE WEALTH MANAGEMENT, LLC | 02/11/2026 | 17.13 K | $385.93 K | -11.91% | 0.19% |
| 02/13/2026 | 16.58 K | $373.52 K | 100.00% | 0.18% | |
| MOULTON WEALTH MANAGEMENT, INC | 01/13/2026 | 12.70 K | $1.84 M | 100.00% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 12.51 K | $282.00 K | 6.41% | 0.14% |
| STEPHENS INC /AR/ | 02/05/2026 | 11.74 K | $264.58 K | 0.00% | 0.13% |
| VERUS CAPITAL PARTNERS, LLC | 02/11/2026 | 11.52 K | $259.47 K | -64.80% | 0.13% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 11.33 K | $255.19 K | 1,132,500.00% | 0.12% |
| MELONE PRIVATE WEALTH, LLC | 01/07/2026 | 10.80 K | $243.38 K | 1.53% | 0.12% |
| CITADEL ADVISORS LLC | 02/17/2026 | 9.72 K | $218.98 K | 100.00% | 0.11% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 9.19 K | $207.01 K | 3.96% | 0.10% |
| COMERICA BANK | 01/29/2026 | 8.06 K | $181.55 K | 1.17% | 0.09% |
| PRIVATE TRUST CO NA | 01/26/2026 | 6.92 K | $155.85 K | 15.05% | 0.08% |
| HHM WEALTH ADVISORS, LLC | 01/22/2026 | 1.66 K | $37.31 K | 0.00% | 0.02% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.64 K | $37.04 K | 100.00% | 0.02% |
| CWM, LLC | 01/26/2026 | 1.64 K | $37.00 K | 100.00% | 0.02% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 1.57 K | $35.26 K | 18.20% | 0.02% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.38 K | $31.00 K | -2.05% | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 933 | $20.99 K | 0.00% | 0.01% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
WisdomTree Interest Rate Hedged High Yield Bond Fund institutional Ownership - FAQ's
During the previous two years, 86 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: 1.58 M
Systelligence, LLC: 354,852
ENVESTNET ASSET MANAGEMENT INC: 335,174
B. Riley Wealth Advisors, Inc.: 272,710
Kestra Advisory Services, LLC: 139,173
VICUS CAPITAL: 128,704
69.85% of WisdomTree Interest Rate Hedged High Yield Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.32 M shares in the last 24 months. This purchase volume represents approximately $185.59 M in transactions.