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

• Market cap: $174M
• 1 day: -0.18%
• 5 days: -0.09%
• 1 month: 0.00%
• 3 months: 1.32%
• 6 months: -1.15%
• Year to date: -0.09%
• 1 year: 1.27%
• 5 years: 7.43%
• 10 years: -7.82%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

2% more funds holding

Funds holding: 55 [Q4 2024] → 56 (+1) [Q1 2025]

7% less capital invested

Capital invested by funds: $132M [Q4 2024] → $122M (-$9.65M) [Q1 2025]

12.02% less ownership

Funds ownership: 79.92% [Q4 2024] → 67.9% (-12.02%) [Q1 2025]