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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

56 hedge funds and large institutions have $132M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

4% more funds holding

Funds holding: 54 → 56 (+2)

3% more capital invested

Capital invested by funds: $128M → $132M (+$3.64M)

0.42% more ownership

Funds ownership: 85.51% → 85.93% (+0.42%)

36% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 22

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13.8M
2
LPL Financial
LPL Financial
California
+$3.59M
3
OMC
Old Mission Capital
Illinois
+$1.18M
4
KAS
Kestra Advisory Services
Texas
+$641K
5
Jane Street
Jane Street
New York
+$577K

Top Sellers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
-$9.54M
2
Osaic Holdings
Osaic Holdings
Arizona
-$6.01M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.72M
4
Ameriprise
Ameriprise
Minnesota
-$1.25M
5
RSWM
Robertson Stephens Wealth Management
California
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
Avestar Capital
New York
$644K +$123K +5,771 +24%
HWA
27
HCR Wealth Advisors
California
$454K – – –
Stifel Financial
28
Stifel Financial
Missouri
$442K -$21.3K -1,000 -5%
RJA
29
Raymond James & Associates
Florida
$375K -$1.59K -75 -0.4%
SI
30
Stephens Inc
Arkansas
$309K +$304K +14,314 New
MFG
31
MTM Financial Group
Pennsylvania
$260K -$71.6K -3,369 -21%
GWM
32
Geneos Wealth Management
Colorado
$247K +$50.9K +2,395 +26%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$242K -$914 -43 -0.4%
CAN
34
Cetera Advisor Networks
California
$237K – – –
AAS
35
Avantax Advisory Services
Texas
$232K +$228K +10,722 New
MSAM
36
Moloney Securities Asset Management
Missouri
$222K +$218K +10,257 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$217K -$52.6K -2,471 -20%
IWP
38
Invenio Wealth Partners
Florida
$216K – – –
OC
39
Oppenheimer & Co
New York
$214K +$210K +9,884 New
AWS
40
Atria Wealth Solutions
New York
$211K +$207K +9,754 New
MPW
41
Melone Private Wealth
Michigan
$207K +$203K +9,562 New
TFG
42
Team Financial Group
California
$161K -$8.7K -409 -5%
Bank of America
43
Bank of America
North Carolina
$85.5K -$3.74K -176 -4%
Wells Fargo
44
Wells Fargo
California
$76.2K -$356K -16,721 -83%
MRCM
45
M&R Capital Management
New Jersey
$43.2K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$34.2K – – –
CTWM
47
Cherry Tree Wealth Management
Minnesota
$29.3K – – –
FRA
48
Front Row Advisors
California
$23.8K – – –
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$19.8K – – –
RG
50
Retirement Group
California
$13.5K – – –
1
2
3

HYZD Hedge Fund Activity: Q4 2023 in Review

56 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2023, worth a combined $132M — up 2.8% from $128M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYZD positions and 6 closed out — a net gain of 3 holders — while 14 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $9.54M.

  • 56 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2023, up from 54 in Q3 2023.
  • Funds reported $132M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2023, up 2.8% quarter-over-quarter.
  • 9 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2023 and 6 closed out, a net change of +3 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2023 was Morgan Stanley, an estimated $13.8M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2023 was B. Riley Wealth Advisors, an estimated $9.54M sold.

Based on aggregated 13F filings for Q4 2023.