# WISDOMTREE TR INTRST RATE HDGE

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.

## Summary

- Issuer: WISDOMTREE TR
- Class: INTRST RATE HDGE
- CUSIP: 97717W380
- 13F holders: 49
- 13F value: $75.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 49 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| McAdam, LLC | Philadelphia, PA | $14.5M | 642,605 |
| [WIN ADVISORS, INC](https://search.stillhousedata.com/firm/300351) | PALM BEACH GARDENS, FL | $10.0M | 441,101 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $9.2M | 406,059 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $5.6M | 248,479 |
| [CAPTRUST FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/175112) | RALEIGH, NC | $4.6M | 205,477 |
| Trilogy Capital Inc. | HUNTINGTON BEACH, CA | $4.2M | 186,075 |
| [Modern Wealth Management, LLC](https://search.stillhousedata.com/firm/324624) | KANSAS CITY, MO | $2.9M | 126,933 |
| [AXS Investments LLC](https://search.stillhousedata.com/firm/305714) | PORT CHESTER, NY | $2.4M | 107,225 |
| SYKON CAPITAL LLC | HARRISON, NY | $2.3M | 102,080 |
| [SILVER OAK SECURITIES, INCORPORATED](https://search.stillhousedata.com/firm/46947) | 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](https://search.stillhousedata.com/firm/147298) | RED BANK, NJ | $1.3M | 55,815 |
| [WBI INVESTMENTS, INC.](https://search.stillhousedata.com/firm/106336) | Red Bank, NJ | $1.3M | 55,815 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717W380.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.