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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

54 hedge funds and large institutions have $128M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $108M → $128M (+$20M)

9.84% more ownership

Funds ownership: 75.67% → 85.51% (+9.8%)

0% more funds holding

Funds holding: 54 → 54 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

38% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 26

Holders
54
Holders Change
–
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
+$9.27M
2
Ameriprise
Ameriprise
Minnesota
+$6.4M
3
Osaic Holdings
Osaic Holdings
Arizona
+$3.18M
4
Jane Street
Jane Street
New York
+$1.53M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$444K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$416K
3
OC
Oppenheimer & Co
New York
-$299K
4
Morgan Stanley
Morgan Stanley
New York
-$298K
5
KAS
Kestra Advisory Services
Texas
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
Avestar Capital
New York
$507K -$159K -7,511 -24%
Stifel Financial
27
Stifel Financial
Missouri
$453K -$19.7K -928 -4%
HWA
28
HCR Wealth Advisors
California
$444K – – –
Wells Fargo
29
Wells Fargo
California
$428K -$14.6K -687 -3%
RJA
30
Raymond James & Associates
Florida
$368K -$13.2K -620 -3%
MFG
31
MTM Financial Group
Pennsylvania
$325K -$271K -12,774 -44%
FTUS
32
Flow Traders U.S.
New York
$277K -$444K -20,926 -61%
AWM
33
Aprio Wealth Management
Georgia
$264K -$102K -4,800 -28%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$264K +$37K +1,744 +16%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$237K +$10.2K +481 +4%
CAN
36
Cetera Advisor Networks
California
$232K -$3.54K -167 -1%
IWP
37
Invenio Wealth Partners
Florida
$211K -$14.4K -680 -6%
GWM
38
Geneos Wealth Management
Colorado
$191K -$5.3K -250 -3%
TFG
39
Team Financial Group
California
$166K +$167K +7,862 New
Bank of America
40
Bank of America
North Carolina
$87.3K – – –
SSB
41
Sandy Spring Bank
Maryland
$51.6K +$51.9K +2,445 New
MRCM
42
M&R Capital Management
New Jersey
$42.2K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$33.4K – – –
CTWM
44
Cherry Tree Wealth Management
Minnesota
$28.6K – – –
TRCT
45
Tower Research Capital (TRC)
New York
$27K -$1.97K -93 -7%
FRA
46
Front Row Advisors
California
$23.2K – – –
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$19.3K -$191 -9 -1%
RG
48
Retirement Group
California
$13.2K -$4.78K -225 -26%
SWM
49
Sugarloaf Wealth Management
Georgia
$6.17K – – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.47K +258 New
1
2
3

HYZD Hedge Fund Activity: Q3 2023 in Review

54 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q3 2023, worth a combined $128M — up 19% from $108M a quarter earlier.

Fund positioning in HYZD was balanced in Q3 2023: 5 funds opened new positions, 5 closed out, 16 added to existing stakes and 26 trimmed.

The largest buyer was B. Riley Wealth Advisors, adding an estimated $9.27M. The largest seller was Flow Traders U.S., cutting an estimated $444K.

  • 54 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $128M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q3 2023, up 19% quarter-over-quarter.
  • 5 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q3 2023 and 5 closed out, a net change of 0 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q3 2023 was B. Riley Wealth Advisors, an estimated $9.27M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q3 2023 was Flow Traders U.S., an estimated $444K sold.

Based on aggregated 13F filings for Q3 2023.