First reported at 13,654 shares this quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-12-31 | 304000 |
| 2022-03-31 | 7353000 |
| 2022-06-30 | 0 |
| 2023-12-31 | 309397 |
| 2024-03-31 | 426897 |
| 2024-06-30 | 292421 |
| 2024-09-30 | 0 |
| 2025-06-30 | 262896 |
| 2025-09-30 | 263983 |
| 2025-12-31 | 264579 |
| 2026-03-31 | 258463 |
| 2026-06-30 | 264296 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Unchanged | 11,743 | 0 (0.0%) | < 0.01% | $264,296 | 2026-07-29 | |
| Q1 2026 | Unchanged | 11,743 | 0 (0.0%) | < 0.01% | $258,463 | 2026-04-28 | |
| Q4 2025 | Unchanged | 11,743 | 0 (0.0%) | < 0.01% | $264,579 | 2026-02-05 | |
| Q3 2025 | Unchanged | 11,743 | 0 (0.0%) | < 0.01% | $263,983 | 2025-10-27 | |
| Q2 2025 | New | 11,743 | +11,743 (0.0%) | < 0.01% | $262,896 | 2025-07-29 | |
| Q3 2024 | Reduced | 0 | -13,377 (-100.0%) | 0 | $0 | 2024-10-28 | |
| Q2 2024 | Reduced | 13,377 | -6,001 (-31.0%) | < 0.01% | $292,421 | 2024-08-06 | |
| Q1 2024 | Added | 19,378 | +5,064 (35.4%) | < 0.01% | $426,897 | 2024-05-15 | |
| Q4 2023 | New | 14,314 | +14,314 (0.0%) | < 0.01% | $309,397 | 2024-02-13 | |
| Q2 2022 | Reduced | 0 | -335,464 (-100.0%) | 0 | $0 | 2022-08-03 | |
| Q1 2022 | Added | 335,464 | +321,810 (2356.9%) | 0.12% | $7,353,000 | 2022-05-04 | |
| Q4 2021 | New | 13,654 | +13,654 (0.0%) | < 0.01% | $304,000 | 2022-03-07 | |
|
Five years are shown. A free account unlocks the complete reported history.
Unlock full history
|
|||||||
Who else reported the position
65 managers reported WISDOMTREE TR INTEREST RATE HE for Q4 2021.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | Added | 667,044 | +73,916 | < 0.01% | $14,855,000 | 18 qtrs |
| LPL Financial LLC | Added | 595,488 | +146,191 | 0.01% | $13,262,000 | 21 qtrs |
| ROYAL BANK OF CANADA | Added | 413,637 | +54,077 | < 0.01% | $9,211,000 | 32 qtrs |
| AlphaStar Capital Management LLC | Reduced | 286,532 | -1,419 | 0.51% | $6,364,000 | 18 qtrs |
| ADVISOR GROUP HOLDINGS INC | Added | 281,364 | +47,899 | 0.01% | $6,267,000 | 8 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | New | 280,748 | +280,748 | < 0.01% | $6,252,000 | 1 qtr |
| Advisory Alpha LLC | Added | 185,331 | +141,092 | 0.24% | $4,127,000 | 2 qtrs |
| McAdam LLC | Reduced | 164,071 | -5,205 | 0.36% | $3,654,000 | 13 qtrs |
| NEIRG Wealth Management LLC | New | 133,130 | +133,130 | 0.57% | $2,965,000 | 1 qtr |
| EUDAIMONIA ADVISORS LLC | New | 125,731 | +125,731 | 1.65% | $2,800,000 | 1 qtr |
Filing details and methodology As reported
- Report period
- December 31, 2021
- Filed
- March 07, 2022
- Filing type
- 13F-HR
- Position type
- EDGED HI YLD BD
Voting authority reported
- Sole
- 0
- Shared
- 13,654
- None
- 0
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.