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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

43 hedge funds and large institutions have $89.6M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

25% more capital invested

Capital invested by funds: $71.4M → $89.6M (+$18.2M)

13% more funds holding

Funds holding: 38 → 43 (+5)

4.52% more ownership

Funds ownership: 46.48% → 51% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
17
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$7.96M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.92M
3
Morgan Stanley
Morgan Stanley
New York
+$3.82M
4
EP
Eudaimonia Partners
Tennessee
+$1.48M
5
RJA
Raymond James & Associates
Florida
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
ATPW
Ashton Thomas Private Wealth
Arizona
-$1.99M
2
FTUS
Flow Traders U.S.
New York
-$973K
3
Jane Street
Jane Street
New York
-$732K
4
SFS
Sowell Financial Services
Arkansas
-$710K
5
Citadel Advisors
Citadel Advisors
Florida
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
26
Ameritas Investment Company
Nebraska
$431K +$45K +2,028 +12%
KAS
27
Kestra Advisory Services
Texas
$424K +$89 +4 +0%
FTUS
28
Flow Traders U.S.
New York
$415K -$973K -43,847 -70%
Stifel Financial
29
Stifel Financial
Missouri
$374K +$373K +16,803 New
GWM
30
Geneos Wealth Management
Colorado
$297K +$47.6K +2,147 +19%
GA
31
Greytown Advisors
Florida
$222K – – –
NFG
32
Next Financial Group
Texas
$196K +$17.6K +792 +10%
IA
33
IFP Advisors
Florida
$167K -$89.3K -4,026 -35%
APA
34
American Portfolios Advisors
New York
$102K -$36.4K -1,641 -26%
MRCM
35
M&R Capital Management
New Jersey
$44K – – –
RG
36
Retirement Group
California
$24K -$28.8K -1,300 -55%
FRA
37
Front Row Advisors
California
$24K +$24.4K +1,100 New
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$17.2K +$17.2K +774 New
AW
39
Avion Wealth
Texas
$6K – – –
SWM
40
Sugarloaf Wealth Management
Georgia
$6K – – –
US Bancorp
41
US Bancorp
Minnesota
$5K +$4.59K +207 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$5K +$5.17K +233 New
JPLA
43
Joseph P. Lucia & Associates
New York
$4K +$4.44K +200 New
Jane Street
44
Jane Street
New York
– -$732K -32,871 Closed
SFS
45
Sowell Financial Services
Arkansas
– -$710K -31,897 Closed
SB
46
Strategic Blueprint
Georgia
– -$95K -4,252 Closed
Citigroup
47
Citigroup
New York
– -$26K -1,166 Closed
ASN
48
Advisory Services Network
Georgia
– -$11K -486 Closed
1
2

HYZD Hedge Fund Activity: Q3 2021 in Review

43 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q3 2021, worth a combined $89.6M — up 25% from $71.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HYZD positions and 5 closed out — a net gain of 5 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.96M. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $1.99M.

  • 43 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q3 2021, up from 38 in Q2 2021.
  • Funds reported $89.6M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q3 2021, up 25% quarter-over-quarter.
  • 10 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q3 2021 and 5 closed out, a net change of +5 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q3 2021 was LPL Financial, an estimated $7.96M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q3 2021 was Ashton Thomas Private Wealth, an estimated $1.99M sold.

Based on aggregated 13F filings for Q3 2021.