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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
MML Investors Services
26
MML Investors Services
Massachusetts
$988K -$1.97M -87,669 -66%
NA
27
NewEdge Advisors
Louisiana
$705K -$17.9K -798 -2%
GWM
28
Gilpin Wealth Management
Colorado
$627K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$435K -$31.7K -1,409 -7%
EH
30
Equitable Holdings
New York
$387K -$71.4K -3,174 -16%
PAG
31
Private Advisor Group
New Jersey
$365K -$101K -4,504 -21%
DWAM
32
Duncan Williams Asset Management
Tennessee
$346K -$173K -7,674 -33%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$329K +$55.2K +2,455 +20%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$282K -$1.22M -54,371 -81%
SI
35
Stephens Inc
Arkansas
$258K – – –
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$254K +$222K +9,883 +601%
VCP
37
Verus Capital Partners
Arizona
$253K -$854 -38 -0.3%
MPW
38
Melone Private Wealth
Michigan
$241K +$3.48K +155 +1%
FTUS
39
Flow Traders U.S.
New York
$234K +$239K +10,647 New
GWM
40
Geneos Wealth Management
Colorado
$202K – – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$182K +$186K +8,281 New
PTC
42
Private Trust Company
Ohio
$152K – – –
JC
43
JCSD Capital
California
$70.9K +$72.4K +3,220 New
JP Morgan Chase
44
JP Morgan Chase
New York
$61K +$25.3K +1,124 +68%
HWA
45
HHM Wealth Advisors
Tennessee
$36.4K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$30K – – –
UBS AM
47
UBS AM
Illinois
$25.2K +$25.8K +1,146 New
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$20.5K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$19.5K – – –
SS
50
SBI Securities
Japan
$18.2K +$674 +30 +4%
1
2
3

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.