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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

55 hedge funds and large institutions have $93.7M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

5% more capital invested

Capital invested by funds: $89.5M → $93.7M (+$4.2M)

0.19% less ownership

Funds ownership: 39.71% → 39.52% (-0.19%)

4% less funds holding

Funds holding: 57 → 55 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
6
Increased
23
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ML
McAdam LLC
Pennsylvania
+$1.73M
2
Citadel Advisors
Citadel Advisors
Florida
+$984K
3
ACM
AlphaStar Capital Management
North Carolina
+$792K
4
Bank of America
Bank of America
North Carolina
+$673K
5
FTUS
Flow Traders U.S.
New York
+$570K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.79M
2
Jane Street
Jane Street
New York
-$1.79M
3
UBS Group
UBS Group
Switzerland
-$1.3M
4
BCM
Bluefin Capital Management
New York
-$1.24M
5
BRWM
B. Riley Wealth Management
Tennessee
-$567K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$823K -$6.82K -294 -0.8%
SWP
27
Stratos Wealth Partners
Ohio
$765K -$129K -5,579 -14%
PFS
28
Prospera Financial Services
Texas
$577K +$19.8K +856 +4%
RFN
29
RDA Financial Network
Iowa
$576K +$33.8K +1,456 +6%
FTUS
30
Flow Traders U.S.
New York
$565K +$570K +24,575 New
AFP
31
Ausdal Financial Partners
Iowa
$554K +$109K +4,716 +24%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$532K -$31.3K -1,352 -6%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$530K +$275K +11,869 +106%
BRWA
34
B. Riley Wealth Advisors
Florida
$517K -$8.21K -354 -2%
HWA
35
HCR Wealth Advisors
California
$426K – – –
SPC
36
Sigma Planning Corp
Michigan
$404K -$6.75K -291 -2%
HSA
37
HBK Sorce Advisory
Pennsylvania
$266K -$6.3K -272 -2%
FFN
38
Focus Financial Network
Minnesota
$258K -$110K -4,745 -30%
DAS
39
Dynamic Advisor Solutions
Arizona
$237K -$11.6K -500 -5%
MML Investors Services
40
MML Investors Services
Massachusetts
$215K -$79.1K -3,413 -27%
APA
41
American Portfolios Advisors
New York
$145K – – –
NFG
42
Next Financial Group
Texas
$82K +$23.1K +998 +39%
MRCM
43
M&R Capital Management
New Jersey
$69K -$6.95K -300 -9%
FAAS
44
First Allied Advisory Services
California
$52K +$51.8K +2,235 New
SFS
45
Sowell Financial Services
Arkansas
$52K +$52.5K +2,264 New
AIC
46
Ameritas Investment Company
Nebraska
$41K +$41.3K +1,781 New
CFD
47
Creative Financial Designs
Indiana
$34K – – –
Citigroup
48
Citigroup
New York
$31K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$25K +$25.2K +1,088 New
BFEC
50
Benjamin F. Edwards & Company
Missouri
$23K – – –
1
2
3

HYZD Hedge Fund Activity: Q3 2019 in Review

55 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q3 2019, worth a combined $93.7M — up 4.7% from $89.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HYZD and 6 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 23 added.

The largest buyer was McAdam LLC, adding an estimated $1.73M. The largest seller was Royal Bank of Canada, cutting an estimated $2.79M.

  • 55 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q3 2019, down from 57 in Q2 2019.
  • Funds reported $93.7M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q3 2019, up 4.7% quarter-over-quarter.
  • 6 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q3 2019 and 7 closed out, a net change of -1 holder.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q3 2019 was McAdam LLC, an estimated $1.73M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q3 2019 was Royal Bank of Canada, an estimated $2.79M sold.

Based on aggregated 13F filings for Q3 2019.