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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

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

9.68% less ownership

Funds ownership: 62.52% → 52.84% (-9.7%)

11% less funds holding

Funds holding: 47 → 42 (-5)

29% less capital invested

Capital invested by funds: $93.7M → $66.1M (-$27.5M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

55% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 20

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

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

Rank Fund Capital Flow
1
ML
McAdam LLC
Pennsylvania
+$535K
2
JWCA
J.W. Cole Advisors
Florida
+$511K
3
IA
IFP Advisors
Florida
+$354K
4
SFS
Sowell Financial Services
Arkansas
+$347K
5
AWM
Apollon Wealth Management
South Carolina
+$56.3K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$16.5M
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
-$2.73M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$218K -$18K -897 -8%
AF
27
Advisornet Financial
Minnesota
$190K – – –
PAG
28
Private Advisor Group
New Jersey
$182K -$22.6K -1,129 -11%
APA
29
American Portfolios Advisors
New York
$127K +$20 +1 +0%
GWM
30
Geneos Wealth Management
Colorado
$122K +$53.1K +2,650 +77%
EP
31
Eudaimonia Partners
Tennessee
$106K +$42.8K +2,134 +68%
RG
32
Retirement Group
California
$86K +$85.6K +4,270 New
AWM
33
Apollon Wealth Management
South Carolina
$57K +$56.3K +2,807 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$39K -$253K -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 – – –
BFEC
38
Benjamin F. Edwards & Company
Missouri
$20K – – –
MRCM
39
M&R Capital Management
New Jersey
$20K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$12K +$12K +601 New
CAN
41
Cetera Advisor Networks
California
$7K +$7.4K +369 New
FHA
42
Flagship Harbor Advisors
Massachusetts
$1K +$1.32K +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
JP Morgan Chase
46
JP Morgan Chase
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
1
2
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HYZD Hedge Fund Activity: Q2 2020 in Review

42 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q2 2020, worth a combined $66.1M — down 29% from $93.7M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of HYZD and 7 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 9 added.

The largest buyer was McAdam LLC, adding an estimated $535K. The largest seller was Jane Street, cutting an estimated $16.5M.

  • 42 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q2 2020, down from 47 in Q1 2020.
  • Funds reported $66.1M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q2 2020, down 29% quarter-over-quarter.
  • 7 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q2 2020 and 12 closed out, a net change of -5 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q2 2020 was McAdam LLC, an estimated $535K added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q2 2020 was Jane Street, an estimated $16.5M sold.

Based on aggregated 13F filings for Q2 2020.