# WISDOMTREE TR HEDGED HI YLD BD

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.

## Summary

- Issuer: WISDOMTREE TR
- Class: HEDGED HI YLD BD
- CUSIP: 97717W430
- Asset category: OTHER
- 13F holders: 60
- 13F value: $153.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $2.2M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 60 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $4.2M | 191,434 |
| [Savvy Advisors, Inc.](https://search.stillhousedata.com/firm/318493) | NEW YORK, NY | $4.1M | 180,572 |
| [VICUS CAPITAL](https://search.stillhousedata.com/firm/116021) | STATE COLLEGE, PA | $3.8M | 169,198 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $3.8M | 171,465 |
| [Integrated Wealth Concepts LLC](https://search.stillhousedata.com/firm/284656) | WALTHAM, MA | $3.7M | 169,962 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $3.1M | 136,137 |
| [Howard Capital Management, LLC](https://search.stillhousedata.com/firm/118070) | Alpharetta, GA | $2.5M | 112,478 |
| [COLUMBIA ADVISORY PARTNERS LLC](https://search.stillhousedata.com/firm/171616) | SPOKANE, WA | $2.0M | 88,506 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $1.6M | 74,330 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [The E-Valuator Moderate (50%-70%) RMS Fund](https://search.stillhousedata.com/fund/S000070063) | E-Valuator Funds Trust | $2.2M | 152.22% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717w430.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.