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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

60 hedge funds and large institutions have $146M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

13% more capital invested

Capital invested by funds: $129M → $146M (+$17.3M)

9% more funds holding

Funds holding: 55 → 60 (+5)

3.04% more ownership

Funds ownership: 69.03% → 72.07% (+3%)

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$7.32M
2
SAI
Savvy Advisors Inc
New York
+$3.22M
3
UBS Group
UBS Group
Switzerland
+$2.97M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.49M
5
Ameriprise
Ameriprise
Minnesota
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
ECA
Elevation Capital Advisory
Oregon
-$4.16M
2
EH
Equitable Holdings
New York
-$1.52M
3
VCP
Verus Capital Partners
Arizona
-$477K
4
Morgan Stanley
Morgan Stanley
New York
-$268K
5
Jane Street
Jane Street
New York
-$236K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$740K -$58K -2,581 -7%
GWM
27
Gilpin Wealth Management
Colorado
$642K +$640K +28,475 New
DWAM
28
Duncan Williams Asset Management
Tennessee
$528K -$90 -4 -0%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$477K +$36.4K +1,618 +8%
PAG
30
Private Advisor Group
New Jersey
$475K +$30.9K +1,375 +7%
EH
31
Equitable Holdings
New York
$458K -$1.52M -67,533 -77%
OPWM
32
Oregon Pacific Wealth Management
Oregon
$454K -$30.5K -1,358 -6%
Jane Street
33
Jane Street
New York
$388K -$236K -10,484 -38%
CWM
34
Comprehensive Wealth Management
Washington
$386K -$52.1K -2,316 -12%
AW
35
Alchemi Wealth
Connecticut
$374K +$373K +16,578 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$282K +$17K +754 +6%
SI
37
Stephens Inc
Arkansas
$265K – – –
VCP
38
Verus Capital Partners
Arizona
$259K -$477K -21,202 -65%
Wells Fargo
39
Wells Fargo
California
$255K +$255K +11,325 +1,132,500%
MPW
40
Melone Private Wealth
Michigan
$243K +$3.67K +163 +2%
Citadel Advisors
41
Citadel Advisors
Florida
$219K +$219K +9,719 New
GWM
42
Geneos Wealth Management
Colorado
$207K +$7.87K +350 +4%
Comerica Bank
43
Comerica Bank
Texas
$182K +$2.09K +93 +1%
PTC
44
Private Trust Company
Ohio
$156K +$20.3K +905 +15%
HWA
45
HHM Wealth Advisors
Tennessee
$37.3K – – –
JP Morgan Chase
46
JP Morgan Chase
New York
$37K +$37K +1,644 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$37K +$37K +1,644 New
GRP
48
Global Retirement Partners
California
$35.3K +$5.42K +241 +18%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$31K -$652 -29 -2%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$21K – – –
1
2
3

HYZD Hedge Fund Activity: Q4 2025 in Review

60 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2025, worth a combined $146M — up 13% from $129M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HYZD positions and 4 closed out — a net gain of 6 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.32M. The largest seller was Elevation Capital Advisory, cutting an estimated $4.16M.

  • 60 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2025, up from 55 in Q3 2025.
  • Funds reported $146M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2025, up 13% quarter-over-quarter.
  • 10 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2025 and 4 closed out, a net change of +6 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2025 was LPL Financial, an estimated $7.32M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2025 was Elevation Capital Advisory, an estimated $4.16M sold.

Based on aggregated 13F filings for Q4 2025.