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% |
| 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% |
| 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% |
| 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% |
| 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 M | 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% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 887 | $19.99 K | 0.00% | 0.01% |
| 02/18/2026 | 807 | $18.18 M | 100.00% | 0.01% | |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 799 | $18.00 K | 0.50% | 0.01% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 728 | $16.40 K | 3.56% | 0.01% |
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WisdomTree Interest Rate Hedged High Yield Bond Fund institutional Ownership - FAQ's
During the previous two years, 72 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: 1.52 M
LPL Financial LLC: 1.48 M
MORGAN STANLEY: 710,290
ENVESTNET ASSET MANAGEMENT INC: 416,337
Cetera Investment Advisers: 153,877
Savvy Advisors, Inc.: 143,014
59.08% of WisdomTree Interest Rate Hedged High Yield Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.15 M shares in the last 24 months. This purchase volume represents approximately $161.34 M in transactions.