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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

Overview Fund Activity

41 hedge funds and large institutions have $67.5M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
10
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.31M
2
FTUS
Flow Traders U.S.
New York
+$1.02M
3
ML
McAdam LLC
Pennsylvania
+$836K
4
ACM
AlphaStar Capital Management
North Carolina
+$627K
5
BRWM
B. Riley Wealth Management
Tennessee
+$609K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.51M
2
Osaic Holdings
Osaic Holdings
Arizona
-$616K
3
Citadel Advisors
Citadel Advisors
Florida
-$591K
4
RFN
RDA Financial Network
Iowa
-$405K
5
IA
IFP Advisors
Florida
-$360K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
26
Next Financial Group
Texas
$130K +$130K +6,246 New
GWM
27
Geneos Wealth Management
Colorado
$113K -$11.3K -553 -9%
RG
28
Retirement Group
California
$89K – – –
EP
29
Eudaimonia Partners
Tennessee
$29K -$79.8K -3,864 -73%
Citigroup
30
Citigroup
New York
$28K – – –
SFS
31
Sowell Financial Services
Arkansas
$27K -$354K -17,312 -93%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$27K -$13.6K -643 -33%
MRCM
33
M&R Capital Management
New Jersey
$20K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$12K – – –
CBT
35
Central Bank & Trust
Kentucky
$8K +$8K +400 New
AF
36
Advisornet Financial
Minnesota
$6K -$202K -9,157 -97%
SWM
37
Sugarloaf Wealth Management
Georgia
$6K -$27.6K -1,342 -82%
AW
38
Avion Wealth
Texas
$5K +$5K +263 New
ASN
39
Advisory Services Network
Georgia
$3K +$3K +167 New
FHA
40
Flagship Harbor Advisors
Massachusetts
$1K – – –
RFN
41
RDA Financial Network
Iowa
– -$405K -20,124 Closed
IA
42
IFP Advisors
Florida
– -$360K -17,685 Closed
CA
43
Cetera Advisors
Colorado
– -$337K -16,754 Closed
WAP
44
Wealthcare Advisory Partners
Pennsylvania
– -$218K -10,850 Closed
PAG
45
Private Advisor Group
New Jersey
– -$182K -9,039 Closed
AWM
46
Apollon Wealth Management
South Carolina
– -$57K -2,807 Closed
SPIA
47
Steward Partners Investment Advisory
New York
– -$22K -1,088 Closed
BFEC
48
Benjamin F. Edwards & Company
Missouri
– -$20K -1,000 Closed
CAN
49
Cetera Advisor Networks
California
– -$7K -369 Closed
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