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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

39 hedge funds and large institutions have $43.6M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 41 → 39 (-2)

16.41% less ownership

Funds ownership: 54.07% → 37.66% (-16%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

35% less capital invested

Capital invested by funds: $67.5M → $43.6M (-$23.9M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
12
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.46M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.28M
3
ATPW
Ashton Thomas Private Wealth
Arizona
+$955K
4
IA
IFP Advisors
Florida
+$490K
5
LPL Financial
LPL Financial
California
+$485K

Top Sellers

Rank Fund Capital Flow
1
BRWM
B. Riley Wealth Management
Tennessee
-$13.2M
2
ML
McAdam LLC
Pennsylvania
-$5.39M
3
Jane Street
Jane Street
New York
-$4.67M
4
FTUS
Flow Traders U.S.
New York
-$3.03M
5
CF
Centaurus Financial
California
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$200K +$196K +9,163 New
NFG
27
Next Financial Group
Texas
$175K +$37.7K +1,763 +28%
APA
28
American Portfolios Advisors
New York
$136K -$1.22K -57 -0.9%
RG
29
Retirement Group
California
$76K -$16K -750 -18%
EP
30
Eudaimonia Partners
Tennessee
$74K +$42.9K +2,006 +143%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$28K – – –
Citigroup
32
Citigroup
New York
$25K -$4K -187 -14%
MRCM
33
M&R Capital Management
New Jersey
$21K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$13K – – –
ASN
35
Advisory Services Network
Georgia
$11K +$6.82K +319 +191%
AW
36
Avion Wealth
Texas
$6K – – –
SWM
37
Sugarloaf Wealth Management
Georgia
$6K – – –
TRCT
38
Tower Research Capital (TRC)
New York
$3K +$2.87K +134 New
MCC
39
Money Concepts Capital
Florida
$2K +$2.42K +113 New
BRWM
40
B. Riley Wealth Management
Tennessee
– -$13.2M -634,004 Closed
22CM
41
20/20 Capital Management
California
– -$649K -31,247 Closed
PFS
42
Prospera Financial Services
Texas
– -$425K -20,452 Closed
DAS
43
Dynamic Advisor Solutions
Arizona
– -$202K -9,710 Closed
CBT
44
Central Bank & Trust
Kentucky
– -$8K -400 Closed
AF
45
Advisornet Financial
Minnesota
– -$6K -272 Closed
FHA
46
Flagship Harbor Advisors
Massachusetts
– -$1K -66 Closed
1
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HYZD Hedge Fund Activity: Q4 2020 in Review

39 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2020, worth a combined $43.6M — down 35% from $67.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HYZD and 6 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 12 added.

The largest buyer was Citadel Advisors, adding an estimated $1.46M. The largest seller was B. Riley Wealth Management, exiting entirely with an estimated $13.2M sold.

  • 39 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2020, down from 41 in Q3 2020.
  • Funds reported $43.6M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2020, down 35% quarter-over-quarter.
  • 6 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2020 and 8 closed out, a net change of -2 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2020 was Citadel Advisors, an estimated $1.46M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2020 was B. Riley Wealth Management, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2020.