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HYND

WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund

Delisted

HYND was delisted on the 27th of May, 2020.

23 hedge funds and large institutions have $13M invested in WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

64% more funds holding

Funds holding: 1423 (+9)

14% less capital invested

Capital invested by funds: $15.1M → $13M (-$2.16M)

Holders
23
Holders Change
+9
Holders Change %
+64.29%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.8M -$4.74M -226,228 -61%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.97M +$2.14M +101,989 New
Bank of America
3
Bank of America
North Carolina
$1.85M +$135K +6,435 +7%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.46M +$55K +2,624 +4%
LPL Financial
5
LPL Financial
California
$854K +$41.4K +1,975 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$595K +$80.1K +3,824 +14%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$575K +$623K +29,740 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$456K +$202K +9,645 +69%
GVAG
9
Great Valley Advisor Group
Delaware
$354K +$232K +11,095 New
MIAN
10
Mariner Independent Advisor Network
Kansas
$339K +$351K +16,747 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$326K +$353K +16,866 New
IA
12
IFP Advisors
Florida
$296K +$28.4K +1,356 +10%
Citadel Advisors
13
Citadel Advisors
Florida
$271K +$293K +13,983 New
CAN
14
Claraphi Advisory Network
United States
$235K +$255K +12,170 New
RJA
15
Raymond James & Associates
Florida
$225K -$2.72K -130 -1%
AWM
16
AllSquare Wealth Management
New York
$119K +$129K +6,160 New
AG
17
Advisor Group
Arizona
$105K +$84 +4 +0.1%
LFG
18
LifePlan Financial Group
Ohio
$67K
UBS Group
19
UBS Group
Switzerland
$29K +$28K +1,336 +897%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15.8K +755 New
APA
21
American Portfolios Advisors
New York
$5.8K +$6.29K +300 New
Nomura Asset Management
22
Nomura Asset Management
Japan
-$592K -27,490 Closed
CC
23
Courier Capital
New York
-$509K -23,610 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
+$189 +9 New

HYND Hedge Fund Activity: Q4 2018 in Review

23 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund (HYND) for Q4 2018, worth a combined $13M — down 14% from $15.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HYND positions and 2 closed out — a net gain of 9 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.14M. The largest seller was Jane Street, cutting an estimated $4.74M.

  • 23 institutional investors held WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund (HYND) as of Q4 2018, up from 14 in Q3 2018.
  • Funds reported $13M of WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund stock for Q4 2018, down 14% quarter-over-quarter.
  • 11 funds opened new WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund positions in Q4 2018 and 2 closed out, a net change of +9 holders.
  • The largest WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund buyer in Q4 2018 was Envestnet Asset Management, an estimated $2.14M added.
  • The largest WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund seller in Q4 2018 was Jane Street, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2018.