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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

Overview Fund Activity

62 hedge funds and large institutions have $124M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+19
Holders Change %
+44.19%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
18
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.25M
2
LPL Financial
LPL Financial
California
$13.3M
3
AA
Advisory Alpha
Michigan
$4.13M
4
Jane Street
Jane Street
New York
$2.29M
5
PAG
Private Advisor Group
New Jersey
$2.16M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
FHC
First Heartland Consultants
Missouri
$0
3
ML
McAdam LLC
Pennsylvania
$3.65M
4
IA
IFP Advisors
Florida
$61K
5
VIM
Vista Investment Management
Pennsylvania
$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$840K +$840K +37,729 New
MML Investors Services
27
MML Investors Services
Massachusetts
$720K +$82.3K +3,698 +13%
Bank of Nova Scotia
28
Bank of Nova Scotia
Ontario, Canada
$670K +$29.3K +1,315 +5%
RCAG
29
Rehmann Capital Advisory Group
Michigan
$656K +$656K +29,472 New
NW
30
Naviter Wealth
Arkansas
$612K +$612K +27,459 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$557K – – –
CA
32
Cetera Advisors
Colorado
$532K +$532K +23,872 New
Wells Fargo
33
Wells Fargo
California
$514K -$5.17K -232 -1%
CF
34
Centaurus Financial
California
$495K -$91.7K -4,117 -16%
HWA
35
HCR Wealth Advisors
California
$468K – – –
KAS
36
Kestra Advisory Services
Texas
$459K +$33.7K +1,514 +8%
AAS
37
Ameritas Advisory Services
Nebraska
$446K +$446K +20,027 New
SFS
38
Sowell Financial Services
Arkansas
$431K +$431K +19,343 New
Stifel Financial
39
Stifel Financial
Missouri
$374K -$22 -1 -0%
GWM
40
Geneos Wealth Management
Colorado
$361K +$62.6K +2,811 +21%
SI
41
Stephens Inc
Arkansas
$304K +$304K +13,654 New
CAN
42
Cetera Advisor Networks
California
$298K +$298K +13,399 New
GA
43
Greytown Advisors
Florida
$223K – – –
EH
44
Equitable Holdings
New York
$215K +$215K +9,659 New
NFG
45
Next Financial Group
Texas
$197K +$1.04K +47 +0.5%
APA
46
American Portfolios Advisors
New York
$102K – – –
IA
47
IFP Advisors
Florida
$61K -$108K -4,858 -64%
MRCM
48
M&R Capital Management
New Jersey
$44K – – –
PCG
49
Private Capital Group
Connecticut
$29K +$29K +1,285 New
FRA
50
Front Row Advisors
California
$24K – – –
1
2
3