HYZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

Overview Fund Activity

48 hedge funds and large institutions have $124M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
6
Increased
21
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$4.71M
2
PAG
Private Advisor Group
New Jersey
+$2.5M
3
VIM
Vista Investment Management
Pennsylvania
+$1.1M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$829K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$621K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.28M
2
CF
Centaurus Financial
California
-$3.53M
3
Jane Street
Jane Street
New York
-$1.79M
4
AI
Atria Investments
North Carolina
-$1.06M
5
SI
Stephens Inc
Arkansas
-$545K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$560K +$27.1K +1,117 +5%
BRWA
27
B. Riley Wealth Advisors
Florida
$545K +$237K +9,792 +77%
AIP
28
Almanack Investment Partners
Pennsylvania
$459K +$34.2K +1,428 +8%
SPC
29
Sigma Planning Corp
Michigan
$457K -$7.64K -316 -2%
HWA
30
HCR Wealth Advisors
California
$443K – – –
RJA
31
Raymond James & Associates
Florida
$401K -$256K -10,592 -39%
IA
32
IFP Advisors
Florida
$395K -$3.63K -150 -0.9%
MML Investors Services
33
MML Investors Services
Massachusetts
$339K +$69.8K +2,884 +26%
SI
34
Stephens Inc
Arkansas
$297K -$545K -22,464 -65%
MA
35
Mutual Advisors
Nebraska
$275K -$14.5K -600 -5%
FA
36
FDx Advisors
Illinois
$272K +$170 +7 +0.1%
RCAG
37
Rehmann Capital Advisory Group
Michigan
$189K +$6.39K +264 +4%
APA
38
American Portfolios Advisors
New York
$148K +$24.2K +1,000 +20%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$143K – – –
WTC
40
WhitTier Trust Company
Nevada
$85K – – –
CFD
41
Creative Financial Designs
Indiana
$34K – – –
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$11K +437 New
AF
43
Advisornet Financial
Minnesota
$7K -$8.42K -344 -55%
MRCM
44
M&R Capital Management
New Jersey
$7K +$7K +300 New
Citigroup
45
Citigroup
New York
$5K +$5K +187 New
ASN
46
Advisory Services Network
Georgia
$4K – – –
CF
47
Centaurus Financial
California
$3.77K -$3.53M -146,203 -100%
WP
48
WealthShield Partners
North Carolina
$1K – – –
BRF
49
B. Riley Financial
California
– -$471K -19,660 Closed
VF
50
Virtu Financial
New York
– -$409K -17,082 Closed
1
2
3