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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

Overview Fund Activity

55 hedge funds and large institutions have $132M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$24.7M
2
LPL Financial
LPL Financial
California
$9.02M
3
OMC
Old Mission Capital
Illinois
$1.2M
4
KAS
Kestra Advisory Services
Texas
$2.15M
5
Jane Street
Jane Street
New York
$2.6M

Top Sellers

1
BRWA
B. Riley Wealth Advisors
Florida
$15.6M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.53M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.3M
4
Ameriprise
Ameriprise
Minnesota
$13.5M
5
RSWM
Robertson Stephens Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$6K +$114 +5 +2%
GRP
52
Global Retirement Partners
California
$4.09K +$86 +4 +2%
ASN
53
Advisory Services Network
Georgia
$3.96K +$3.96K +183 New
Fidelity Investments
54
Fidelity Investments
Massachusetts
$1.82K +$22 +1 +1%
DFA
55
DHJJ Financial Advisors
Illinois
$22 – – –
RSWM
56
Robertson Stephens Wealth Management
California
– -$967K -45,773 Closed
FTUS
57
Flow Traders U.S.
New York
– -$277K -13,104 Closed
AWM
58
Aprio Wealth Management
Georgia
– -$264K -12,500 Closed
SSB
59
Sandy Spring Bank
Maryland
– -$51.6K -2,445 Closed
TRCT
60
Tower Research Capital (TRC)
New York
– -$27K -1,277 Closed
CSPIA
61
Cary Street Partners Investment Advisory
Virginia
– -$4.22K -200 Closed
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