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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

50 hedge funds and large institutions have $109M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 53 → 50 (-3)

6.22% less ownership

Funds ownership: 79.99% → 73.77% (-6.2%)

19% less capital invested

Capital invested by funds: $135M → $109M (-$25.2M)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.5M
2
Morgan Stanley
Morgan Stanley
New York
+$1.38M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$984K
4
DWAM
Duncan Williams Asset Management
Tennessee
+$578K
5
UBS Group
UBS Group
Switzerland
+$462K

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$15.6M
2
Ameriprise
Ameriprise
Minnesota
-$7.87M
3
BRWA
B. Riley Wealth Advisors
Florida
-$2.85M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.67M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$571K +$36.9K +1,683 +7%
Stifel Financial
27
Stifel Financial
Missouri
$450K -$24.9K -1,135 -5%
HWA
28
HCR Wealth Advisors
California
$399K – – –
PFS
29
Prospera Financial Services
Texas
$324K +$321K +14,645 New
MSAM
30
Moloney Securities Asset Management
Missouri
$324K +$23.2K +1,055 +8%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$272K +$154 +7 +0.1%
MPW
32
Melone Private Wealth
Michigan
$221K +$3.45K +157 +2%
OC
33
Oppenheimer & Co
New York
$211K -$10.9K -495 -5%
SAM
34
Smartleaf Asset Management
Massachusetts
$209K – – –
Cerity Partners
35
Cerity Partners
New York
$208K +$207K +9,416 New
GWM
36
Geneos Wealth Management
Colorado
$187K -$41K -1,870 -18%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$79K -$2.19K -100 -3%
MRCM
38
M&R Capital Management
New Jersey
$44.3K – – –
Wells Fargo
39
Wells Fargo
California
$35.9K -$4.39K -200 -11%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$35K – – –
CTWM
41
Cherry Tree Wealth Management
Minnesota
$30K – – –
FRA
42
Front Row Advisors
California
$24.4K – – –
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$20.3K – – –
Comerica Bank
44
Comerica Bank
Texas
$13.8K – – –
FFO
45
Fortitude Family Office
Arizona
$7.5K +$7.44K +339 New
ME
46
McIlrath & Eck
Washington
$4.58K – – –
GRP
47
Global Retirement Partners
California
$4.37K +$66 +3 +2%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$1.84K – – –
CA
49
Continuum Advisory
Idaho
$1.15K – – –
DFA
50
DHJJ Financial Advisors
Illinois
$23 – – –
1
2
3

HYZD Hedge Fund Activity: Q3 2024 in Review

50 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q3 2024, worth a combined $109M — down 19% from $135M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HYZD and 5 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 14 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.5M. The largest seller was Kestra Advisory Services, cutting an estimated $15.6M.

  • 50 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q3 2024, down from 53 in Q2 2024.
  • Funds reported $109M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q3 2024, down 19% quarter-over-quarter.
  • 5 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q3 2024 and 8 closed out, a net change of -3 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q3 2024 was Susquehanna International Group, an estimated $1.5M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q3 2024 was Kestra Advisory Services, an estimated $15.6M sold.

Based on aggregated 13F filings for Q3 2024.