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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

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

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

27% more capital invested

Capital invested by funds: $93.7M → $119M (+$25.2M)

16% more funds holding

Funds holding: 55 → 64 (+9)

14.5% more ownership

Funds ownership: 39.52% → 54.03% (+15%)

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

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16M
2
AIC
Ameritas Investment Company
Nebraska
+$4.07M
3
BRWM
B. Riley Wealth Management
Tennessee
+$2.51M
4
ML
McAdam LLC
Pennsylvania
+$645K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$512K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.15M
2
Jane Street
Jane Street
New York
-$878K
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
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$896K +$890K +38,672 New
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$886K -$10.6K -459 -1%
SWP
28
Stratos Wealth Partners
Ohio
$858K +$86.5K +3,759 +11%
Morgan Stanley
29
Morgan Stanley
New York
$801K -$144K -6,261 -15%
SWM
30
Sugarloaf Wealth Management
Georgia
$772K +$767K +33,329 New
Wells Fargo
31
Wells Fargo
California
$762K -$66.9K -2,905 -8%
Citadel Advisors
32
Citadel Advisors
Florida
$638K -$2.15M -93,412 -77%
RFN
33
RDA Financial Network
Iowa
$629K +$45.3K +1,969 +8%
BRWA
34
B. Riley Wealth Advisors
Florida
$582K +$60.5K +2,627 +12%
PFS
35
Prospera Financial Services
Texas
$581K – – –
AFP
36
Ausdal Financial Partners
Iowa
$563K +$3.61K +157 +0.7%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$515K +$512K +22,252 New
HWA
38
HCR Wealth Advisors
California
$429K – – –
SPC
39
Sigma Planning Corp
Michigan
$407K – – –
UWM
40
USAdvisors Wealth Management
Minnesota
$355K +$353K +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 +$257K +11,171 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$257K -$275K -11,950 -52%
DAS
45
Dynamic Advisor Solutions
Arizona
$239K – – –
MML Investors Services
46
MML Investors Services
Massachusetts
$239K +$22K +956 +10%
FFN
47
Focus Financial Network
Minnesota
$218K -$41.6K -1,807 -16%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$214K +$213K +9,253 New
AF
49
Advisornet Financial
Minnesota
$167K +$160K +6,940 +2,427%
APA
50
American Portfolios Advisors
New York
$149K +$2.97K +129 +2%
1
2
3

HYZD Hedge Fund Activity: Q4 2019 in Review

64 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2019, worth a combined $119M — up 27% from $93.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HYZD positions and 5 closed out — a net gain of 9 holders — while 25 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $16M. The largest seller was Citadel Advisors, cutting an estimated $2.15M.

  • 64 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2019, up from 55 in Q3 2019.
  • Funds reported $119M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2019, up 27% quarter-over-quarter.
  • 14 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2019 and 5 closed out, a net change of +9 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2019 was Envestnet Asset Management, an estimated $16M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2019 was Citadel Advisors, an estimated $2.15M sold.

Based on aggregated 13F filings for Q4 2019.