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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

58 hedge funds and large institutions have $158M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

8% more capital invested

Capital invested by funds: $146M → $158M (+$11.8M)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1.04% less ownership

Funds ownership: 72.07% → 71.03% (-1%)

3% less funds holding

Funds holding: 60 → 58 (-2)

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Systelligence LLC
Minnesota
+$7.98M
2
LPL Financial
LPL Financial
California
+$3.49M
3
Jane Street
Jane Street
New York
+$3.47M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.17M
5
Ameriprise
Ameriprise
Minnesota
+$2.04M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$1.97M
2
MWM
Moulton Wealth Management
Washington
-$1.84M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.82M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.22M
5
ECA
Elevation Capital Advisory
Oregon
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
51
Smartleaf Asset Management
Massachusetts
$16.7K +$674 +30 +4%
AWM
52
AE Wealth Management
Kansas
$16K +$247 +11 +2%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$10.7K +$5.13K +228 +88%
FRA
54
Front Row Advisors
California
$9.68K – – –
ME
55
McIlrath & Eck
Washington
$4.56K – – –
ASN
56
Advisory Services Network
Georgia
$3.68K +$3.75K +167 New
Wells Fargo
57
Wells Fargo
California
$3.3K -$251K -11,176 -99%
DFA
58
DHJJ Financial Advisors
Illinois
$23 – – –
ECA
59
Elevation Capital Advisory
Oregon
– -$1.05M -46,795 Closed
OPWM
60
Oregon Pacific Wealth Management
Oregon
– -$454K -20,165 Closed
CWM
61
Comprehensive Wealth Management
Washington
– -$386K -17,129 Closed
AW
62
Alchemi Wealth
Connecticut
– -$374K -16,578 Closed
MWM
63
Moulton Wealth Management
Washington
– -$1.84M -12,702 Closed
Citadel Advisors
64
Citadel Advisors
Florida
– -$219K -9,719 Closed
GAFA
65
Garton & Associates Financial Advisors
Kentucky
– -$18.2K -807 Closed
OC
66
Optima Capital
Oregon
– -$3.54K -157 Closed
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HYZD Hedge Fund Activity: Q1 2026 in Review

58 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q1 2026, worth a combined $158M — up 8.1% from $146M a quarter earlier.

Fund positioning in HYZD was balanced in Q1 2026: 8 funds opened new positions, 8 closed out, 25 added to existing stakes and 14 trimmed.

The largest buyer was Systelligence LLC, opening a new position worth an estimated $7.98M. The largest seller was MML Investors Services, cutting an estimated $1.97M.

  • 58 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q1 2026, down from 60 in Q4 2025.
  • Funds reported $158M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q1 2026, up 8.1% quarter-over-quarter.
  • 8 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q1 2026 and 8 closed out, a net change of 0 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q1 2026 was Systelligence LLC, an estimated $7.98M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q1 2026 was MML Investors Services, an estimated $1.97M sold.

Based on aggregated 13F filings for Q1 2026.