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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

58 hedge funds and large institutions have $158M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

8% more capital invested

Capital invested by funds: $146M → $158M (+$11.8M)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1.04% less ownership

Funds ownership: 72.07% → 71.03% (-1%)

3% less funds holding

Funds holding: 60 → 58 (-2)

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Systelligence LLC
Minnesota
+$7.98M
2
LPL Financial
LPL Financial
California
+$3.49M
3
Jane Street
Jane Street
New York
+$3.47M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.17M
5
Ameriprise
Ameriprise
Minnesota
+$2.04M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$1.97M
2
MWM
Moulton Wealth Management
Washington
-$1.84M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.82M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.22M
5
ECA
Elevation Capital Advisory
Oregon
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$36M +$3.49M +155,111 +10%
UBS Group
2
UBS Group
Switzerland
$34.8M +$1.4M +62,478 +4%
Morgan Stanley
3
Morgan Stanley
New York
$15.2M -$460K -20,469 -3%
SL
4
Systelligence LLC
Minnesota
$7.81M +$7.98M +354,852 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.38M -$1.82M -81,163 -19%
BRWA
6
B. Riley Wealth Advisors
Florida
$6.01M +$115K +5,097 +2%
Ameriprise
7
Ameriprise
Minnesota
$4.83M +$2.04M +90,803 +71%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.21M +$844K +37,557 +24%
Jane Street
9
Jane Street
New York
$3.77M +$3.47M +154,225 +895%
IWC
10
Integrated Wealth Concepts
Massachusetts
$3.74M +$235K +10,459 +7%
SAI
11
Savvy Advisors Inc
New York
$3.53M +$393K +17,483 +12%
KAS
12
Kestra Advisory Services
Texas
$3.06M +$213K +9,484 +7%
VC
13
Vicus Capital
Pennsylvania
$2.83M +$238K +10,581 +9%
HCM
14
Howard Capital Management
Georgia
$2.26M +$179K +7,980 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.13M +$2.17M +96,605 New
CAP
16
Columbia Advisory Partners
Washington
$1.97M +$2.01M +89,514 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.64M +$325K +14,453 +24%
PFS
18
Prospera Financial Services
Texas
$1.53M -$14.7K -652 -0.9%
Raymond James Financial
19
Raymond James Financial
Florida
$1.44M -$22.5K -1,002 -2%
AA
20
Advisory Alpha
Michigan
$1.38M +$144K +6,418 +11%
Stifel Financial
21
Stifel Financial
Missouri
$1.34M +$15K +666 +1%
AC
22
Avestar Capital
New York
$1.32M -$4.81K -214 -0.4%
ML
23
McAdam LLC
Pennsylvania
$1.09M +$12.9K +572 +1%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.07M +$101K +4,494 +10%
EAM
25
Empirical Asset Management
Massachusetts
$1M +$35.4K +1,575 +4%
1
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HYZD Hedge Fund Activity: Q1 2026 in Review

58 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q1 2026, worth a combined $158M — up 8.1% from $146M a quarter earlier.

Fund positioning in HYZD was balanced in Q1 2026: 8 funds opened new positions, 8 closed out, 25 added to existing stakes and 14 trimmed.

The largest buyer was Systelligence LLC, opening a new position worth an estimated $7.98M. The largest seller was MML Investors Services, cutting an estimated $1.97M.

  • 58 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q1 2026, down from 60 in Q4 2025.
  • Funds reported $158M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q1 2026, up 8.1% quarter-over-quarter.
  • 8 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q1 2026 and 8 closed out, a net change of 0 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q1 2026 was Systelligence LLC, an estimated $7.98M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q1 2026 was MML Investors Services, an estimated $1.97M sold.

Based on aggregated 13F filings for Q1 2026.