We are live on ! Find out more
HYZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

56 hedge funds and large institutions have $122M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

2% more funds holding

Funds holding: 5556 (+1)

7% less capital invested

Capital invested by funds: $132M → $122M (-$9.65M)

12.02% less ownership

Funds ownership: 79.92%67.9% (-12%)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
28
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$532K +$9.68K +433 +2%
OMC
27
Old Mission Capital
Illinois
$512K +$523K +23,388 New
OC
28
Optima Capital
Oregon
$511K +$522K +23,333 New
Goldman Sachs
29
Goldman Sachs
New York
$489K +$500K +22,342 New
OPWM
30
Oregon Pacific Wealth Management
Oregon
$488K +$20.7K +924 +4%
MSAM
31
Moloney Securities Asset Management
Missouri
$469K +$109K +4,867 +29%
PAG
32
Private Advisor Group
New Jersey
$464K +$9.3K +416 +2%
UAG
33
United Advisor Group
Ohio
$382K -$106K -4,744 -21%
KAS
34
Kestra Advisory Services
Texas
$369K -$660K -29,533 -64%
GWM
35
Geneos Wealth Management
Colorado
$361K +$172K +7,698 +87%
LCWP
36
Legacy Capital Wealth Partners
Arkansas
$324K
HWA
37
HCR Wealth Advisors
California
$285K -$112K -5,000 -28%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$252K -$17.5K -784 -6%
AWS
39
Atria Wealth Solutions
New York
$252K +$257K +11,509 New
MPW
40
Melone Private Wealth
Michigan
$226K +$3.47K +155 +2%
Comerica Bank
41
Comerica Bank
Texas
$170K +$159K +7,125 +1,145%
PTC
42
Private Trust Company
Ohio
$132K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$70K +$17.6K +785 +33%
CTWM
44
Cherry Tree Wealth Management
Minnesota
$29.6K
FRA
45
Front Row Advisors
California
$24.1K
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$20.4K
SAM
47
Smartleaf Asset Management
Massachusetts
$15.4K +$313 +14 +2%
SS
48
SBI Securities
Japan
$11.3K +$626 +28 +6%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$9.18K +$7.83K +350 +507%
PS
50
Principal Securities
Iowa
$7.72K