WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
56 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, 22 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
4% more funds holding
Funds holding: 54 → 56 (+2)
3% more capital invested
Capital invested by funds: $128M → $132M (+$3.64M)
0.42% more ownership
Funds ownership: 85.51% → 85.93% (+0.42%)
36% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.59M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.18M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$641K |
| 5 |
Jane Street
New York
|
+$577K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$9.54M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.01M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.72M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.25M |
| 5 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$967K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
Sugarloaf Wealth Management
Duluth,
Georgia
| $6.31K | – | – | – |
|
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | +$106 | +5 | +2% |
|
|
GRP
53
Global Retirement Partners
San Rafael,
California
| $4.09K | +$85 | +4 | +2% |
|
|
ASN
54
Advisory Services Network
Atlanta,
Georgia
| $3.96K | +$3.89K | +183 | New |
|
55
Fidelity Investments
Boston,
Massachusetts
| $1.82K | +$21 | +1 | +1% |
|
|
DFA
56
DHJJ Financial Advisors
Naperville,
Illinois
| $22 | – | – | – |
|
|
RSWM
57
Robertson Stephens Wealth Management
San Francisco,
California
| – | -$967K | -45,773 | Closed |
|
|
FTUS
58
Flow Traders U.S.
New York
| – | -$277K | -13,104 | Closed |
|
|
AWM
59
Aprio Wealth Management
Atlanta,
Georgia
| – | -$264K | -12,500 | Closed |
|
|
SSB
60
Sandy Spring Bank
Olney,
Maryland
| – | -$51.6K | -2,445 | Closed |
|
|
TRCT
61
Tower Research Capital (TRC)
New York
| – | -$27K | -1,277 | Closed |
|
|
CSPIA
62
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$4.22K | -200 | Closed |
|
HYZD Hedge Fund Activity: Q4 2023 in Review
56 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2023, worth a combined $132M — up 2.8% from $128M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HYZD positions and 6 closed out — a net gain of 3 holders — while 14 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $9.54M.
- 56 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2023, up from 54 in Q3 2023.
- Funds reported $132M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2023, up 2.8% quarter-over-quarter.
- 9 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2023 and 6 closed out, a net change of +3 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2023 was Morgan Stanley, an estimated $13.8M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2023 was B. Riley Wealth Advisors, an estimated $9.54M sold.
Based on aggregated 13F filings for Q4 2023.