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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

61 hedge funds and large institutions have $110M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

1.46% less ownership

Funds ownership: 66.21% → 64.75% (-1.5%)

3% less funds holding

Funds holding: 63 → 61 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

24% less capital invested

Capital invested by funds: $146M → $110M (-$35.5M)

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
8
Increased
20
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$6.29M
2
Morgan Stanley
Morgan Stanley
New York
+$2.94M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.25M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.88M
5
FTUS
Flow Traders U.S.
New York
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
SI
Stephens Inc
Arkansas
-$7.35M
2
UBS Group
UBS Group
Switzerland
-$2.31M
3
EP
Eudaimonia Partners
Tennessee
-$1.66M
4
SFS
Sowell Financial Services
Arkansas
-$1.65M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$846K – – –
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$776K +$823K +39,019 New
CA
28
Cetera Advisors
Colorado
$753K -$25.2K -1,196 -3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$681K -$86.3K -4,095 -11%
AAS
30
Ameritas Advisory Services
Nebraska
$617K +$85.9K +4,074 +15%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$613K -$893K -42,333 -58%
JCIA
32
Jackson Creek Investment Advisors
Colorado
$572K +$19.7K +933 +4%
CAN
33
Cetera Advisor Networks
California
$563K -$134K -6,365 -18%
Stifel Financial
34
Stifel Financial
Missouri
$472K -$2.78K -132 -0.6%
GWM
35
Geneos Wealth Management
Colorado
$459K +$27.9K +1,324 +6%
Wells Fargo
36
Wells Fargo
California
$432K -$7.76K -368 -2%
HWA
37
HCR Wealth Advisors
California
$418K – – –
KAS
38
Kestra Advisory Services
Texas
$324K -$83.6K -3,965 -20%
OMC
39
Old Mission Capital
Illinois
$315K +$334K +15,842 New
EA
40
Eudaimonia Advisors
Tennessee
$301K -$1.56M -74,110 -83%
CF
41
Centaurus Financial
California
$281K -$18.1K -859 -6%
AAS
42
Avantax Advisory Services
Texas
$259K +$77.2K +3,660 +39%
EH
43
Equitable Holdings
New York
$246K +$56.7K +2,690 +28%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$216K +$8.43K +400 +4%
GA
45
Greytown Advisors
Florida
$199K – – –
APA
46
American Portfolios Advisors
New York
$91.5K – – –
SL
47
Savior LLC
Massachusetts
$73K +$76.9K +3,648 New
MRCM
48
M&R Capital Management
New Jersey
$39K – – –
WPWM
49
Western Pacific Wealth Management
Illinois
$27K – – –
FRA
50
Front Row Advisors
California
$22K – – –
1
2
3

HYZD Hedge Fund Activity: Q2 2022 in Review

61 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q2 2022, worth a combined $110M — down 24% from $146M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HYZD and 8 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 20 added.

The largest buyer was Jane Street, adding an estimated $6.29M. The largest seller was Stephens Inc, exiting entirely with an estimated $7.35M sold.

  • 61 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q2 2022, down from 63 in Q1 2022.
  • Funds reported $110M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q2 2022, down 24% quarter-over-quarter.
  • 8 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q2 2022 and 10 closed out, a net change of -2 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q2 2022 was Jane Street, an estimated $6.29M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q2 2022 was Stephens Inc, an estimated $7.35M sold.

Based on aggregated 13F filings for Q2 2022.