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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

Overview Fund Activity

42 hedge funds and large institutions have $66.1M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
9
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ML
McAdam LLC
Pennsylvania
+$537K
2
JWCA
J.W. Cole Advisors
Florida
+$513K
3
IA
IFP Advisors
Florida
+$360K
4
SFS
Sowell Financial Services
Arkansas
+$348K
5
AWM
Apollon Wealth Management
South Carolina
+$57K

Top Sellers

1
Jane Street
Jane Street
New York
-$16.6M
2
BPC
Banque Pictet & Cie
Switzerland
-$3.14M
3
PNAA
Pictet North America Advisors
Switzerland
-$3.14M
4
FTUS
Flow Traders U.S.
New York
-$2.75M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$218K -$18K -897 -8%
AF
27
Advisornet Financial
Minnesota
$190K – – –
PAG
28
Private Advisor Group
New Jersey
$182K -$22.7K -1,129 -11%
APA
29
American Portfolios Advisors
New York
$127K +$20 +1 +0%
GWM
30
Geneos Wealth Management
Colorado
$122K +$53.2K +2,650 +77%
EP
31
Eudaimonia Partners
Tennessee
$106K +$42.9K +2,134 +68%
RG
32
Retirement Group
California
$86K +$86K +4,270 New
AWM
33
Apollon Wealth Management
South Carolina
$57K +$57K +2,807 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$39K -$256K -12,606 -87%
SWM
35
Sugarloaf Wealth Management
Georgia
$33K -$129K -6,412 -80%
Citigroup
36
Citigroup
New York
$27K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$22K – – –
MRCM
38
M&R Capital Management
New Jersey
$20K – – –
BFEC
39
Benjamin F. Edwards & Company
Missouri
$20K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$12K +$12K +601 New
CAN
41
Cetera Advisor Networks
California
$7K +$7K +369 New
FHA
42
Flagship Harbor Advisors
Massachusetts
$1K +$1K +66 New
BPC
43
Banque Pictet & Cie
Switzerland
– -$3.14M -168,389 Closed
PNAA
44
Pictet North America Advisors
Switzerland
– -$3.14M -168,389 Closed
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
– -$1.97M -105,740 Closed
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
– -$1.91M -102,505 Closed
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
– -$311K -16,697 Closed
SPC
48
Sigma Planning Corp
Michigan
– -$192K -10,298 Closed
NFG
49
Next Financial Group
Texas
– -$87K -4,645 Closed
AIC
50
Ameritas Investment Company
Nebraska
– -$76K -4,111 Closed
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