HYZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

Overview Fund Activity

62 hedge funds and large institutions have $143M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
10
Increased
22
Reduced
20
Closed
9
Calls
–
Puts
$669K
Net Calls
-$669K
Net Calls Change
-$669K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$17.3M
2
AWM
2
Aprio Wealth Management
Georgia
$7.6M
3
SI
3
Stephens Inc
Arkansas
$7.35M
4
Ameriprise
4
Ameriprise
Minnesota
$7.79M
5
UBS Group
5
UBS Group
Switzerland
$5.16M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.6M
2
ACM
2
AlphaStar Capital Management
North Carolina
$2.09M
3
AA
3
Advisory Alpha
Michigan
$1.11M
4
ATPW
4
Ashton Thomas Private Wealth
Arizona
$270K
5
LPL Financial
5
LPL Financial
California
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$999K -$177K -8,091 -15%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$932K +$384K +17,503 +70%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$928K +$928K +42,327 New
CA
29
Cetera Advisors
Colorado
$855K +$332K +15,156 +63%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$839K +$12.9K +590 +2%
MML Investors Services
31
MML Investors Services
Massachusetts
$771K +$62.2K +2,837 +9%
CAN
32
Cetera Advisor Networks
California
$760K +$466K +21,270 +159%
AAS
33
Ameritas Advisory Services
Nebraska
$590K +$151K +6,897 +34%
JCIA
34
Jackson Creek Investment Advisors
Colorado
$582K +$582K +26,559 New
Stifel Financial
35
Stifel Financial
Missouri
$523K +$154K +7,038 +42%
FTUS
36
Flow Traders U.S.
New York
$491K -$1.02M -46,440 -67%
Wells Fargo
37
Wells Fargo
California
$484K -$21.5K -982 -4%
GWM
38
Geneos Wealth Management
Colorado
$476K +$121K +5,536 +34%
HWA
39
HCR Wealth Advisors
California
$460K – – –
KAS
40
Kestra Advisory Services
Texas
$443K -$8.43K -385 -2%
Comerica Bank
41
Comerica Bank
Texas
$358K +$358K +16,487 New
CF
42
Centaurus Financial
California
$328K -$159K -7,251 -33%
ATPW
43
Ashton Thomas Private Wealth
Arizona
$270K -$2.23M -101,774 -89%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$229K +$229K +10,442 New
GA
45
Greytown Advisors
Florida
$219K – – –
EH
46
Equitable Holdings
New York
$212K -$66 -3 -0%
AAS
47
Avantax Advisory Services
Texas
$207K +$207K +9,376 New
TPCW
48
TD Private Client Wealth
New York
$194K -$815K -37,180 -81%
APA
49
American Portfolios Advisors
New York
$101K – – –
MRCM
50
M&R Capital Management
New Jersey
$43K – – –
1
2
3