WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
64 hedge funds and large institutions have $119M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
56% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 16
27% more capital invested
Capital invested by funds: $93.7M → $119M (+$25.2M)
16% more funds holding
Funds holding: 55 → 64 (+9)
14.5% more ownership
Funds ownership: 39.52% → 54.03% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$4.07M |
| 3 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$2.51M |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$645K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$512K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.15M |
| 2 |
Jane Street
New York
|
-$878K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$565K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$532K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$451K |
HYZD Hedge Fund Activity: Q4 2019 in Review
64 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2019, worth a combined $119M — up 27% from $93.7M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HYZD positions and 5 closed out — a net gain of 9 holders — while 25 added to existing stakes and 16 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $16M. The largest seller was Citadel Advisors, cutting an estimated $2.15M.
- 64 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2019, up from 55 in Q3 2019.
- Funds reported $119M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2019, up 27% quarter-over-quarter.
- 14 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2019 and 5 closed out, a net change of +9 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2019 was Envestnet Asset Management, an estimated $16M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2019 was Citadel Advisors, an estimated $2.15M sold.
Based on aggregated 13F filings for Q4 2019.