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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

55 hedge funds and large institutions have $90.6M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

2% less funds holding

Funds holding: 56 → 55 (-1)

6.5% less ownership

Funds ownership: 42.2% → 35.7% (-6.5%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

24% less capital invested

Capital invested by funds: $120M → $90.6M (-$29.1M)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
8
Increased
16
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Bluefin Capital Management
New York
+$2.46M
2
AIC
Ameritas Investment Company
Nebraska
+$1.98M
3
EFS
Econ Financial Services
Pennsylvania
+$1.35M
4
Wells Fargo
Wells Fargo
California
+$819K
5
BRWM
B. Riley Wealth Management
Tennessee
+$676K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$13M
2
BPC
Banque Pictet & Cie
Switzerland
-$7.52M
3
PNAA
Pictet North America Advisors
Switzerland
-$7.52M
4
RCAG
Rehmann Capital Advisory Group
Michigan
-$3.2M
5
HSA
HBK Sorce Advisory
Pennsylvania
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$818K +$819K +35,178 New
Ameriprise
27
Ameriprise
Minnesota
$798K +$400K +17,158 +100%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$759K +$86.8K +3,726 +13%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$755K -$652K -27,977 -46%
AIP
30
Almanack Investment Partners
Pennsylvania
$682K +$227K +9,744 +50%
HSA
31
HBK Sorce Advisory
Pennsylvania
$587K -$2.79M -119,979 -83%
PFS
32
Prospera Financial Services
Texas
$570K +$12.5K +536 +2%
BRWA
33
B. Riley Wealth Advisors
Florida
$528K -$1.91K -82 -0.4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$524K +$111K +4,780 +27%
RFN
35
RDA Financial Network
Iowa
$479K +$470K +20,189 New
Stifel Financial
36
Stifel Financial
Missouri
$438K +$435K +18,668 New
HWA
37
HCR Wealth Advisors
California
$430K – – –
SPC
38
Sigma Planning Corp
Michigan
$414K -$8.64K -371 -2%
FFN
39
Focus Financial Network
Minnesota
$347K +$347K +14,910 New
MML Investors Services
40
MML Investors Services
Massachusetts
$294K -$20.5K -880 -7%
RJA
41
Raymond James & Associates
Florida
$290K -$9.55K -410 -3%
OIA
42
OneDigital Investment Advisors
Kansas
$235K -$25.9K -1,114 -10%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$233K +$234K +10,039 New
IWM
44
IHT Wealth Management
Illinois
$203K +$204K +8,741 New
RCAG
45
Rehmann Capital Advisory Group
Michigan
$177K -$3.2M -137,199 -95%
CF
46
Centaurus Financial
California
$172K +$11.2K +480 +14%
APA
47
American Portfolios Advisors
New York
$147K +$5.12K +220 +4%
Citigroup
48
Citigroup
New York
$88K +$8.38K +360 +10%
MRCM
49
M&R Capital Management
New Jersey
$77K – – –
CFD
50
Creative Financial Designs
Indiana
$32K – – –
1
2
3

HYZD Hedge Fund Activity: Q1 2019 in Review

55 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q1 2019, worth a combined $90.6M — down 24% from $120M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HYZD and 8 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 16 added.

The largest buyer was Bluefin Capital Management, opening a new position worth an estimated $2.46M. The largest seller was Jane Street, cutting an estimated $13M.

  • 55 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q1 2019, down from 56 in Q4 2018.
  • Funds reported $90.6M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q1 2019, down 24% quarter-over-quarter.
  • 8 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q1 2019 and 9 closed out, a net change of -1 holder.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q1 2019 was Bluefin Capital Management, an estimated $2.46M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q1 2019 was Jane Street, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2019.