WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
54 hedge funds and large institutions have $128M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 5 closing their positions.
19% more capital invested
Capital invested by funds: $108M → $128M (+$20M)
9.84% more ownership
Funds ownership: 75.67% → 85.51% (+9.8%)
0% more funds holding
Funds holding: 54 → 54 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
38% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$9.27M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.18M |
| 4 |
Jane Street
New York
|
+$1.53M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$444K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$416K |
| 3 |
OC
Oppenheimer & Co
New York
|
-$299K |
| 4 |
Morgan Stanley
New York
|
-$298K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$292K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSPIA
51
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $4.22K | -$3.18K | -150 | -43% |
|
|
GRP
52
Global Retirement Partners
San Rafael,
California
| $3.87K | +$42 | +2 | +1% |
|
53
Fidelity Investments
Boston,
Massachusetts
| $1.75K | -$21 | -1 | -1% |
|
|
DFA
54
DHJJ Financial Advisors
Naperville,
Illinois
| $22 | +$21 | +1 | New |
|
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$416K | -19,811 | Closed |
|
|
OC
56
Oppenheimer & Co
New York
| – | -$299K | -14,245 | Closed |
|
57
Bank of New York Mellon
New York
| – | -$249K | -11,850 | Closed |
|
|
OIA
58
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$231K | -10,993 | Closed |
|
|
WP
59
WealthPLAN Partners
Omaha,
Nebraska
| – | -$174K | -8,272 | Closed |
|
HYZD Hedge Fund Activity: Q3 2023 in Review
54 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q3 2023, worth a combined $128M — up 19% from $108M a quarter earlier.
Fund positioning in HYZD was balanced in Q3 2023: 5 funds opened new positions, 5 closed out, 16 added to existing stakes and 26 trimmed.
The largest buyer was B. Riley Wealth Advisors, adding an estimated $9.27M. The largest seller was Flow Traders U.S., cutting an estimated $444K.
- 54 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $128M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q3 2023, up 19% quarter-over-quarter.
- 5 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q3 2023 and 5 closed out, a net change of 0 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q3 2023 was B. Riley Wealth Advisors, an estimated $9.27M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q3 2023 was Flow Traders U.S., an estimated $444K sold.
Based on aggregated 13F filings for Q3 2023.