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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

55 hedge funds and large institutions have $132M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $109M → $132M (+$22.1M)

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

10% more funds holding

Funds holding: 50 → 55 (+5)

6.15% more ownership

Funds ownership: 73.77% → 79.92% (+6.1%)

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ECA
Elevation Capital Advisory
Oregon
+$6.31M
2
GM
GeoWealth Management
Illinois
+$6.31M
3
LPL Financial
LPL Financial
California
+$3.13M
4
VC
Vicus Capital
Pennsylvania
+$2.55M
5
UBS Group
UBS Group
Switzerland
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.64M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.31M
3
BRWA
B. Riley Wealth Advisors
Florida
-$741K
4
AAS
Ameritas Advisory Services
Nebraska
-$572K
5
PAG
Private Advisor Group
New Jersey
-$276K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$667K -$10.2K -456 -1%
DWAM
27
Duncan Williams Asset Management
Tennessee
$584K -$2.33K -104 -0.4%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$531K -$53.8K -2,405 -9%
UAG
29
United Advisor Group
Ohio
$494K +$496K +22,203 New
OPWM
30
Oregon Pacific Wealth Management
Oregon
$476K +$478K +21,388 New
PAG
31
Private Advisor Group
New Jersey
$462K -$276K -12,348 -37%
Stifel Financial
32
Stifel Financial
Missouri
$452K – – –
HWA
33
HCR Wealth Advisors
California
$400K – – –
MSAM
34
Moloney Securities Asset Management
Missouri
$368K +$42.7K +1,908 +13%
LCWP
35
Legacy Capital Wealth Partners
Arkansas
$329K +$331K +14,800 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$274K +$156 +7 +0.1%
MPW
37
Melone Private Wealth
Michigan
$226K +$3.6K +161 +2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$217K -$1.31M -58,706 -86%
OC
39
Oppenheimer & Co
New York
$206K -$5.92K -265 -3%
GWM
40
Geneos Wealth Management
Colorado
$196K +$7.58K +339 +4%
PTC
41
Private Trust Company
Ohio
$134K +$134K +6,012 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$54K -$25.5K -1,140 -32%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$35.2K – – –
CTWM
44
Cherry Tree Wealth Management
Minnesota
$30.1K – – –
FRA
45
Front Row Advisors
California
$24.5K – – –
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$20.8K +$358 +16 +2%
SAM
47
Smartleaf Asset Management
Massachusetts
$15.4K -$196K -8,770 -93%
Comerica Bank
48
Comerica Bank
Texas
$13.8K – – –
SS
49
SBI Securities
Japan
$10.8K +$10.9K +487 New
PS
50
Principal Securities
Iowa
$7.72K +$7.76K +347 New
1
2
3

HYZD Hedge Fund Activity: Q4 2024 in Review

55 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2024, worth a combined $132M — up 20% from $109M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HYZD positions and 4 closed out — a net gain of 8 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $6.31M. The largest seller was Envestnet Asset Management, cutting an estimated $1.64M.

  • 55 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2024, up from 50 in Q3 2024.
  • Funds reported $132M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2024, up 20% quarter-over-quarter.
  • 12 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2024 and 4 closed out, a net change of +8 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2024 was Elevation Capital Advisory, an estimated $6.31M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2024 was Envestnet Asset Management, an estimated $1.64M sold.

Based on aggregated 13F filings for Q4 2024.