HYZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

Overview Fund Activity

60 hedge funds and large institutions have $145M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
18
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$21.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.7M
3
EH
3
Equitable Holdings
New York
$3.02M
4
AAS
4
Avantax Advisory Services
Texas
$1.78M
5
Truist Financial
5
Truist Financial
North Carolina
$1.29M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$0
2
BRWA
2
B. Riley Wealth Advisors
Florida
$16.8M
3
Jane Street
3
Jane Street
New York
$2.5M
4
FTUS
4
Flow Traders U.S.
New York
$441K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
51
Cary Street Partners Investment Advisory
Virginia
$25.8K +$25.8K +1,250 New
FRA
52
Front Row Advisors
California
$23K – – –
RG
53
Retirement Group
California
$22K +$22K +1,075 New
HNB
54
Huntington National Bank
Ohio
$18.4K – – –
MCC
55
Money Concepts Capital
Florida
$10.6K +$10.6K +514 New
SWM
56
Sugarloaf Wealth Management
Georgia
$6.04K – – –
CG
57
Cutler Group
California
$6K +$2K +100 +50%
AW
58
Avion Wealth
Texas
$5K – – –
ASN
59
Advisory Services Network
Georgia
$3.45K +$3.45K +167 New
Fidelity Investments
60
Fidelity Investments
Massachusetts
$1.74K -$83 -4 -5%
USCWA
61
U.S. Capital Wealth Advisors
Texas
$868 +$868 +42 New
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
– -$1.8M -89,505 Closed
JCIA
63
Jackson Creek Investment Advisors
Colorado
– -$569K -28,261 Closed
AWS
64
Atria Wealth Solutions
New York
– -$262K -13,025 Closed
GA
65
Greytown Advisors
Florida
– -$201K -10,000 Closed
CF
66
Centaurus Financial
California
– -$122K -6,070 Closed
SL
67
Savior LLC
Massachusetts
– -$56K -2,760 Closed
WPWM
68
Western Pacific Wealth Management
Illinois
– -$28K -1,400 Closed
IA
69
IFP Advisors
Florida
– -$13K -441 Closed
C
70
Covestor
United Kingdom
– -$3K -156 Closed
1 2
3