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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

Overview Fund Activity

47 hedge funds and large institutions have $93.7M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-17
Holders Change %
-26.56%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
15
Reduced
19
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$17.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$9.64M
3
FTUS
Flow Traders U.S.
New York
+$4.93M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.91M
5
Morgan Stanley
Morgan Stanley
New York
+$1.77M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11M
2
BFG
Barber Financial Group
Kansas
-$6.66M
3
AIC
Ameritas Investment Company
Nebraska
-$3.22M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.9M
5
PAG
Private Advisor Group
New Jersey
-$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$313K +$82.2K +4,402 +36%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$311K -$103K -5,555 -25%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$271K -$2.9M -155,715 -91%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$219K -$494K -26,500 -69%
SPC
30
Sigma Planning Corp
Michigan
$192K -$135K -7,254 -41%
PAG
31
Private Advisor Group
New Jersey
$190K -$2.6M -138,948 -93%
AF
32
Advisornet Financial
Minnesota
$176K +$41.1K +2,203 +30%
SWM
33
Sugarloaf Wealth Management
Georgia
$150K -$471K -25,283 -76%
APA
34
American Portfolios Advisors
New York
$117K -$2.99K -160 -2%
NFG
35
Next Financial Group
Texas
$87K -$19.5K -1,041 -18%
AIC
36
Ameritas Investment Company
Nebraska
$76K -$3.22M -174,328 -98%
GWM
37
Geneos Wealth Management
Colorado
$66K +$66K +3,428 New
EP
38
Eudaimonia Partners
Tennessee
$59K -$34.8K -1,848 -37%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$32K +$32K +1,695 New
Citigroup
40
Citigroup
New York
$25K – – –
SFS
41
Sowell Financial Services
Arkansas
$25K +$5.25K +277 +27%
SPIA
42
Steward Partners Investment Advisory
New York
$20K – – –
BFEC
43
Benjamin F. Edwards & Company
Missouri
$19K – – –
MRCM
44
M&R Capital Management
New Jersey
$18K – – –
MWM
45
MBE Wealth Management
Wisconsin
$4K +$4K +233 New
ASN
46
Advisory Services Network
Georgia
$3K – – –
BFG
47
Barber Financial Group
Kansas
– -$6.66M -287,277 Closed
AWM
48
Apollon Wealth Management
South Carolina
– -$1.45M -62,196 Closed
AI
49
Atria Investments
North Carolina
– -$1.33M -57,189 Closed
AWM
50
AE Wealth Management
Kansas
– -$1.08M -46,744 Closed
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