WISDOMTREE TR HEDGED HI YLD BD is a security (CUSIP 97717W430) tracked across SEC portfolio filings. 60 institutional managers reported $153.0M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $2.2M via N-PORT as of 2026-03-31.
Showing 15 of 60 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $36.0M | 1,636,601 |
| UBS Group AG | Zurich, V8 | $34.8M | 1,579,911 |
| MORGAN STANLEY | NEW YORK, NY | $15.2M | 689,821 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $7.6M | 338,740 |
| B. Riley Wealth Advisors, Inc. | Boca Raton, FL | $6.5M | 288,985 |
| Systelligence, LLC | BLOOMINGTON, MN | $6.3M | 281,841 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $4.2M | 191,434 |
| Savvy Advisors, Inc. | NEW YORK, NY | $4.1M | 180,572 |
| VICUS CAPITAL | STATE COLLEGE, PA | $3.8M | 169,198 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $3.8M | 171,465 |
| Integrated Wealth Concepts LLC | WALTHAM, MA | $3.7M | 169,962 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $3.1M | 136,137 |
| Howard Capital Management, LLC | Alpharetta, GA | $2.5M | 112,478 |
| COLUMBIA ADVISORY PARTNERS LLC | SPOKANE, WA | $2.0M | 88,506 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $1.6M | 74,330 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| The E-Valuator Moderate (50%-70%) RMS Fund | E-Valuator Funds Trust | $2.2M | 152.22% |