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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

Overview Fund Activity

64 hedge funds and large institutions have $119M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+9
Holders Change %
+16.36%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
25
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.1M
2
AIC
Ameritas Investment Company
Nebraska
+$4.09M
3
BRWM
B. Riley Wealth Management
Tennessee
+$2.52M
4
ML
McAdam LLC
Pennsylvania
+$649K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$515K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.16M
2
Jane Street
Jane Street
New York
-$884K
3
FTUS
Flow Traders U.S.
New York
-$565K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$532K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$454K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
26
J.W. Cole Advisors
Florida
$896K +$896K +38,672 New
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$886K -$10.6K -459 -1%
SWP
28
Stratos Wealth Partners
Ohio
$858K +$87.1K +3,759 +11%
Morgan Stanley
29
Morgan Stanley
New York
$801K -$145K -6,261 -15%
SWM
30
Sugarloaf Wealth Management
Georgia
$772K +$772K +33,329 New
Wells Fargo
31
Wells Fargo
California
$762K -$67.3K -2,905 -8%
Citadel Advisors
32
Citadel Advisors
Florida
$638K -$2.16M -93,412 -77%
RFN
33
RDA Financial Network
Iowa
$629K +$45.7K +1,969 +8%
BRWA
34
B. Riley Wealth Advisors
Florida
$582K +$60.9K +2,627 +12%
PFS
35
Prospera Financial Services
Texas
$581K – – –
AFP
36
Ausdal Financial Partners
Iowa
$563K +$3.64K +157 +0.7%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$515K +$515K +22,252 New
HWA
38
HCR Wealth Advisors
California
$429K – – –
SPC
39
Sigma Planning Corp
Michigan
$407K – – –
UWM
40
USAdvisors Wealth Management
Minnesota
$355K +$355K +15,322 New
CA
41
Cetera Advisors
Colorado
$285K +$285K +12,368 New
HSA
42
HBK Sorce Advisory
Pennsylvania
$267K – – –
CS
43
Comerica Securities
Michigan
$259K +$259K +11,171 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$257K -$277K -11,950 -52%
DAS
45
Dynamic Advisor Solutions
Arizona
$239K – – –
MML Investors Services
46
MML Investors Services
Massachusetts
$239K +$22.2K +956 +10%
FFN
47
Focus Financial Network
Minnesota
$218K -$41.9K -1,807 -16%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$214K +$214K +9,253 New
AF
49
Advisornet Financial
Minnesota
$167K +$160K +6,940 +2,427%
APA
50
American Portfolios Advisors
New York
$149K +$2.99K +129 +2%
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