Reported 11,743 shares, unchanged from the prior quarter.
Reported value 0.4%; share count 0.0% vs. the prior 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 | |
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Who else reported the position
59 managers reported WISDOMTREE TR INTEREST RATE HE for Q3 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| UBS Group AG | Reduced | 1,385,502 | -5,868 | < 0.01% | $31,146,085 | 44 qtrs |
| LPL Financial LLC | Added | 1,156,009 | +135,149 | < 0.01% | $25,987,080 | 36 qtrs |
| MORGAN STANLEY | Reduced | 722,213 | -5,361 | < 0.01% | $16,235,349 | 33 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 350,027 | +15,334 | < 0.01% | $7,868,616 | 16 qtrs |
| B Riley Wealth Advisors Inc | Reduced | 274,387 | -176,129 | 0.29% | $6,168,222 | 13 qtrs |
| Elevation Capital Advisory LLC | New | 231,725 | +231,725 | 2.08% | $5,209,178 | 1 qtr |
| Cetera Investment Advisers | Added | 154,341 | +138,067 | < 0.01% | $3,469,590 | 7 qtrs |
| Integrated Wealth Concepts LLC | Added | 153,518 | +5,669 | 0.03% | $3,451,082 | 14 qtrs |
| VICUS CAPITAL | Added | 112,475 | +43,871 | 0.19% | $2,528,438 | 4 qtrs |
| MML INVESTORS SERVICES LLC | Added | 88,255 | +23,451 | < 0.01% | $1,983,977 | 21 qtrs |
Filing details and methodology As reported
- Report period
- September 30, 2025
- Filed
- October 27, 2025
- Filing type
- 13F-HR
- Position type
- HEDGED HI YLD BD
Voting authority reported
- Sole
- 0
- Shared
- 11,743
- 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.