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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

Overview Fund Activity

48 hedge funds and large institutions have $115M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+14
Holders Change %
+41.18%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
24
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RBA
Richard Bernstein Advisors
New York
+$29.9M
2
Bank of America
Bank of America
North Carolina
+$8.04M
3
CCM
CWH Capital Management
Washington
+$4.64M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.01M
5
Jane Street
Jane Street
New York
+$2.82M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$2.05M
2
Morgan Stanley
Morgan Stanley
New York
-$131K
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$26K
4
SWP
Stratos Wealth Partners
Ohio
-$11.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$460K +$460K +19,210 New
HWA
27
HCR Wealth Advisors
California
$443K – – –
AIP
28
Almanack Investment Partners
Pennsylvania
$424K +$424K +17,724 New
VF
29
Virtu Financial
New York
$409K +$409K +17,082 New
IA
30
IFP Advisors
Florida
$394K +$372K +15,574 +1,711%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$388K – – –
VIM
32
Vista Investment Management
Pennsylvania
$362K +$362K +15,150 New
BRWA
33
B. Riley Wealth Advisors
Florida
$304K +$304K +12,705 New
MA
34
Mutual Advisors
Nebraska
$286K +$15.3K +641 +6%
FA
35
FDx Advisors
Illinois
$268K +$268K +11,219 New
MML Investors Services
36
MML Investors Services
Massachusetts
$266K +$266K +11,114 New
AIM
37
Arcadia Investment Management
Michigan
$196K – – –
RCAG
38
Rehmann Capital Advisory Group
Michigan
$180K +$9.21K +385 +5%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$141K +$57.5K +2,400 +69%
APA
40
American Portfolios Advisors
New York
$122K +$19.1K +800 +19%
WTC
41
WhitTier Trust Company
Nevada
$84K +$60K +2,500 +250%
ADL
42
Asset Dedication LLC
California
$59K +$59K +2,510 New
CFD
43
Creative Financial Designs
Indiana
$33K +$33K +1,395 New
AWA
44
Acorn Wealth Advisors
Michigan
$19K +$19K +815 New
AF
45
Advisornet Financial
Minnesota
$15K +$15K +630 New
WWM
46
Wagner Wealth Management
South Carolina
$10K – – –
ASN
47
Advisory Services Network
Georgia
$4K – – –
WP
48
WealthShield Partners
North Carolina
$1K – – –
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$26K -1,082 Closed
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