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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

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

8.5% more ownership

Funds ownership: 54.03% → 62.52% (+8.5%)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

21% less capital invested

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

27% less funds holding

Funds holding: 64 → 47 (-17)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

67% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 21

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

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$20.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$11.3M
3
FTUS
Flow Traders U.S.
New York
+$5.78M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.24M
5
Morgan Stanley
Morgan Stanley
New York
+$2.07M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.9M
2
BFG
Barber Financial Group
Kansas
-$6.66M
3
AIC
Ameritas Investment Company
Nebraska
-$3.81M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.41M
5
PAG
Private Advisor Group
New Jersey
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$313K +$96.3K +4,402 +36%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$311K -$122K -5,555 -25%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$271K -$3.41M -155,715 -91%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$219K -$580K -26,500 -69%
SPC
30
Sigma Planning Corp
Michigan
$192K -$159K -7,254 -41%
PAG
31
Private Advisor Group
New Jersey
$190K -$3.04M -138,948 -93%
AF
32
Advisornet Financial
Minnesota
$176K +$48.2K +2,203 +30%
SWM
33
Sugarloaf Wealth Management
Georgia
$150K -$553K -25,283 -76%
APA
34
American Portfolios Advisors
New York
$117K -$3.5K -160 -2%
NFG
35
Next Financial Group
Texas
$87K -$22.8K -1,041 -18%
AIC
36
Ameritas Investment Company
Nebraska
$76K -$3.81M -174,328 -98%
GWM
37
Geneos Wealth Management
Colorado
$66K +$75K +3,428 New
EP
38
Eudaimonia Partners
Tennessee
$59K -$40.4K -1,848 -37%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$32K +$37.1K +1,695 New
Citigroup
40
Citigroup
New York
$25K – – –
SFS
41
Sowell Financial Services
Arkansas
$25K +$6.06K +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 +$5.1K +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
– -$1.32M -57,189 Closed
AWM
50
AE Wealth Management
Kansas
– -$1.08M -46,744 Closed
1
2
3

HYZD Hedge Fund Activity: Q1 2020 in Review

47 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q1 2020, worth a combined $93.7M — down 21% from $119M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of HYZD and 7 opened new positions — a net loss of 14 holders — while 19 trimmed existing stakes and 15 added.

The largest buyer was Jane Street, adding an estimated $20.3M. The largest seller was Envestnet Asset Management, cutting an estimated $12.9M.

  • 47 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q1 2020, down from 64 in Q4 2019.
  • Funds reported $93.7M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q1 2020, down 21% quarter-over-quarter.
  • 7 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q1 2020 and 21 closed out, a net change of -14 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q1 2020 was Jane Street, an estimated $20.3M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q1 2020 was Envestnet Asset Management, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2020.