WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD)

• Market cap: $185M
• 1 day: 0%
• 5 days: 0.71%
• 1 month: 0.58%
• 3 months: 1.08%
• 6 months: 1.85%
• Year to date: 1.17%
• 1 year: 3.2%
• 5 years: 7.18%
• 10 years: -2.38%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

1.53% more ownership

Funds ownership: 67.9% [Q1] → 69.43% (+1.53%) [Q2]

1% less capital invested

Capital invested by funds: $122M [Q1] → $121M (-$639K) [Q2]

4% less funds holding

Funds holding: 56 [Q1] → 54 (-2) [Q2]

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10