HYZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

54 hedge funds and large institutions have $121M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
26
Oregon Pacific Wealth Management
Oregon
$482K
PAG
27
Private Advisor Group
New Jersey
$479K
MSAM
28
Moloney Securities Asset Management
Missouri
$479K
OMC
29
Old Mission Capital
Illinois
$398K
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$364K
UAG
31
United Advisor Group
Ohio
$364K
AWS
32
Atria Wealth Solutions
New York
$323K
KAS
33
Kestra Advisory Services
Texas
$320K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$286K
SI
35
Stephens Inc
Arkansas
$263K
MPW
36
Melone Private Wealth
Michigan
$234K
HWA
37
HHM Wealth Advisors
Tennessee
$231K
GWM
38
Geneos Wealth Management
Colorado
$202K
Comerica Bank
39
Comerica Bank
Texas
$176K
PTC
40
Private Trust Company
Ohio
$135K
NA
41
NewEdge Advisors
Louisiana
$117K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$70K
AAS
43
Ameritas Advisory Services
Nebraska
$52.4K
CTWM
44
Cherry Tree Wealth Management
Minnesota
$25.1K
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$20.8K
SAM
46
Smartleaf Asset Management
Massachusetts
$15.7K
FRA
47
Front Row Advisors
California
$14.8K
SS
48
SBI Securities
Japan
$13.2K
Bank of America
49
Bank of America
North Carolina
$9.74K
Fidelity Investments
50
Fidelity Investments
Massachusetts
$8.26K