WISDOMTREE TR INTRST RATE HDGE is a security (CUSIP 97717W380) tracked across SEC portfolio filings. 49 institutional managers reported $75.6M on Form 13F as of 2026-06-30.
Showing 15 of 49 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| McAdam, LLC | Philadelphia, PA | $14.5M | 642,605 |
| WIN ADVISORS, INC | PALM BEACH GARDENS, FL | $10.0M | 441,101 |
| LPL Financial LLC | FORT MILL, SC | $9.2M | 406,059 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $5.6M | 248,479 |
| CAPTRUST FINANCIAL ADVISORS | RALEIGH, NC | $4.6M | 205,477 |
| Trilogy Capital Inc. | HUNTINGTON BEACH, CA | $4.2M | 186,075 |
| Modern Wealth Management, LLC | KANSAS CITY, MO | $2.9M | 126,933 |
| AXS Investments LLC | PORT CHESTER, NY | $2.4M | 107,225 |
| SYKON CAPITAL LLC | HARRISON, NY | $2.3M | 102,080 |
| SILVER OAK SECURITIES, INCORPORATED | JACKSON, TN | $1.9M | 85,158 |
| UBS Group AG | Zurich, V8 | $1.6M | 72,499 |
| Royal Bank of Canada | TORONTO, A6 | $1.5M | 67,443 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $1.3M | 57,207 |
| MILLINGTON SECURITIES, LLC | RED BANK, NJ | $1.3M | 55,815 |
| WBI INVESTMENTS, INC. | Red Bank, NJ | $1.3M | 55,815 |