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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

61 hedge funds and large institutions have $146M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $115M → $146M (+$31.5M)

11% more funds holding

Funds holding: 55 → 61 (+6)

8.39% more ownership

Funds ownership: 70.52% → 78.91% (+8.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
18
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$18.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.57M
3
EH
Equitable Holdings
New York
+$3.04M
4
AAS
Avantax Advisory Services
Texas
+$1.79M
5
Truist Financial
Truist Financial
North Carolina
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.8M
2
BRWA
B. Riley Wealth Advisors
Florida
-$1.56M
3
Jane Street
Jane Street
New York
-$879K
4
FTUS
Flow Traders U.S.
New York
-$837K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$779K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$879K – – –
PAS
27
Park Avenue Securities
New York
$799K +$803K +38,644 New
VCP
28
Verus Capital Partners
Arizona
$784K +$788K +37,935 New
AAS
29
Ameritas Advisory Services
Nebraska
$766K +$67.3K +3,240 +10%
CA
30
Cetera Advisors
Colorado
$761K +$23.6K +1,134 +3%
CAN
31
Cetera Advisor Networks
California
$759K +$96.3K +4,637 +14%
SWP
32
Stratos Wealth Partners
Ohio
$726K -$10.9K -527 -1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$704K -$37K -1,779 -5%
AC
34
Avestar Capital
New York
$680K +$683K +32,881 New
Comerica Bank
35
Comerica Bank
Texas
$496K +$486K +23,410 New
Stifel Financial
36
Stifel Financial
Missouri
$490K – – –
AWM
37
Aprio Wealth Management
Georgia
$457K -$105K -5,041 -19%
GWM
38
Geneos Wealth Management
Colorado
$447K -$21.2K -1,020 -5%
FTUS
39
Flow Traders U.S.
New York
$441K -$837K -40,270 -65%
Wells Fargo
40
Wells Fargo
California
$441K -$3.87K -186 -0.9%
HWA
41
HCR Wealth Advisors
California
$434K – – –
RJA
42
Raymond James & Associates
Florida
$375K -$435K -20,929 -54%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$352K +$354K +17,049 New
RCAG
44
Rehmann Capital Advisory Group
Michigan
$326K +$327K +15,754 New
EA
45
Eudaimonia Advisors
Tennessee
$280K -$31.8K -1,529 -10%
HighTower Advisors
46
HighTower Advisors
Illinois
$280K +$281K +13,543 New
OC
47
Oppenheimer & Co
New York
$240K +$241K +11,588 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$230K +$6.23K +300 +3%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$220K – – –
TRCT
50
Tower Research Capital (TRC)
New York
$79K +$17.7K +851 +29%
1
2
3

HYZD Hedge Fund Activity: Q4 2022 in Review

61 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2022, worth a combined $146M — up 27% from $115M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HYZD positions and 9 closed out — a net gain of 7 holders — while 18 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $18.8M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $1.8M sold.

  • 61 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2022, up from 55 in Q3 2022.
  • Funds reported $146M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2022, up 27% quarter-over-quarter.
  • 16 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2022 and 9 closed out, a net change of +7 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2022 was UBS Group, an estimated $18.8M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2022 was Cetera Investment Advisers, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2022.