WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
55 hedge funds and large institutions have $93.7M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 7 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 17
5% more capital invested
Capital invested by funds: $89.5M → $93.7M (+$4.2M)
0.19% less ownership
Funds ownership: 39.71% → 39.52% (-0.19%)
4% less funds holding
Funds holding: 57 → 55 (-2)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$1.73M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$984K |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$792K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$673K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$570K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.79M |
| 2 |
Jane Street
New York
|
-$1.79M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.3M |
| 4 |
BCM
Bluefin Capital Management
New York
|
-$1.24M |
| 5 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$567K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of Montreal
Toronto,
Ontario, Canada
| $20K | – | – | – |
|
|
AF
52
Advisornet Financial
Minnetonka,
Minnesota
| $7K | – | – | – |
|
|
ASN
53
Advisory Services Network
Atlanta,
Georgia
| $6K | – | – | – |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| $2K | +$2.5K | +108 | New |
|
|
BCM
55
Bluefin Capital Management
New York
| – | -$1.24M | -53,214 | Closed |
|
56
Envestnet Asset Management
Chicago,
Illinois
| – | -$254K | -10,880 | Closed |
|
57
Stifel Financial
St. Louis,
Missouri
| – | -$210K | -9,008 | Closed |
|
|
IWM
58
IHT Wealth Management
Chicago,
Illinois
| – | -$204K | -8,741 | Closed |
|
|
RCAG
59
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$139K | -5,946 | Closed |
|
|
BCI
60
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$31K | -1,323 | Closed |
|
|
WTC
61
WhitTier Trust Company
Reno,
Nevada
| – | -$23K | -1,000 | Closed |
|
HYZD Hedge Fund Activity: Q3 2019 in Review
55 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q3 2019, worth a combined $93.7M — up 4.7% from $89.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of HYZD and 6 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 23 added.
The largest buyer was McAdam LLC, adding an estimated $1.73M. The largest seller was Royal Bank of Canada, cutting an estimated $2.79M.
- 55 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q3 2019, down from 57 in Q2 2019.
- Funds reported $93.7M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q3 2019, up 4.7% quarter-over-quarter.
- 6 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q3 2019 and 7 closed out, a net change of -1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q3 2019 was McAdam LLC, an estimated $1.73M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q3 2019 was Royal Bank of Canada, an estimated $2.79M sold.
Based on aggregated 13F filings for Q3 2019.