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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

Overview Fund Activity

54 hedge funds and large institutions have $121M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.79M
2
CWM
2
Comprehensive Wealth Management
Washington
$515K
3
Stifel Financial
3
Stifel Financial
Missouri
$1.3M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.45M
5
SI
5
Stephens Inc
Arkansas
$263K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$1.64M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.49M
3
EH
3
Equitable Holdings
New York
$2.01M
4
VC
4
Vicus Capital
Pennsylvania
$1.54M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OPWM
26
Oregon Pacific Wealth Management
Oregon
$482K 21,547 -765 -3%
PAG
27
Private Advisor Group
New Jersey
$479K 21,406 +222 +1%
MSAM
28
Moloney Securities Asset Management
Missouri
$479K 21,377 -35 -0.2%
OMC
29
Old Mission Capital
Illinois
$398K 17,781 -5,607 -24%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$364K 16,274 -8,028 -33%
UAG
31
United Advisor Group
Ohio
$364K 16,261 -1,198 -7%
AWS
32
Atria Wealth Solutions
New York
$323K 14,401 +2,892 +25%
KAS
33
Kestra Advisory Services
Texas
$320K 14,304 -2,554 -15%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$286K 12,778 +1,256 +11%
SI
35
Stephens Inc
Arkansas
$263K 11,743 +11,743 New
MPW
36
Melone Private Wealth
Michigan
$234K 10,482 +162 +2%
HWA
37
HHM Wealth Advisors
Tennessee
$231K 10,323 +10,323 New
GWM
38
Geneos Wealth Management
Colorado
$202K 9,014 -7,482 -45%
Comerica Bank
39
Comerica Bank
Texas
$176K 7,859 +112 +1%
PTC
40
Private Trust Company
Ohio
$135K 6,012 – –
NA
41
NewEdge Advisors
Louisiana
$117K 5,225 +5,225 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$70K 3,121 -77 -2%
AAS
43
Ameritas Advisory Services
Nebraska
$52.4K 2,342 +2,342 New
CTWM
44
Cherry Tree Wealth Management
Minnesota
$25.1K 1,120 -234 -17%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$20.8K 933 – –
SAM
46
Smartleaf Asset Management
Massachusetts
$15.7K 703 – –
FRA
47
Front Row Advisors
California
$14.8K 660 -440 -40%
SS
48
SBI Securities
Japan
$13.2K 588 +73 +14%
Bank of America
49
Bank of America
North Carolina
$9.74K 435 +435 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$8.26K 369 -50 -12%
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