WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
HYZD
57 hedge funds and large institutions have $145M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$12.9M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$9.47M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.22M |
| 4 |
AC
Avestar Capital
New York
|
+$1.14M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.1M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$14.1M |
| 2 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
-$1.32M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.22M |
| 4 |
Jane Street
New York
|
-$1.16M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$963K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SWM
51
Sugarloaf Wealth Management
Duluth,
Georgia
| $6.43K | – | – | – |
|
|
GRP
52
Global Retirement Partners
San Rafael,
California
| $4.21K | +$44 | +2 | +1% |
|
|
BTI
53
Blue Trust Inc
Alpharetta,
Georgia
| $2.71K | +$2.71K | +123 | New |
|
54
Fidelity Investments
Boston,
Massachusetts
| $1.94K | +$88 | +4 | +5% |
|
|
CA
55
Continuum Advisory
Eagle,
Idaho
| $1.12K | +$1.12K | +51 | New |
|
56
Wells Fargo
San Francisco,
California
| $27 | -$95.1K | -3,524 | -100% |
|
|
DFA
57
DHJJ Financial Advisors
Naperville,
Illinois
| $23 | – | – | – |
|
|
AAS
58
Avantax Advisory Services
Dallas,
Texas
| – | -$232K | -10,722 | Closed |
|
|
IWP
59
Invenio Wealth Partners
Coral Gables,
Florida
| – | -$216K | -9,985 | Closed |
|
|
TFG
60
Team Financial Group
Temecula,
California
| – | -$161K | -7,453 | Closed |
|
61
Bank of America
Charlotte,
North Carolina
| – | -$85.5K | -3,956 | Closed |
|
62
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$6K | -263 | Closed |
|
|
ASN
63
Advisory Services Network
Atlanta,
Georgia
| – | -$3.96K | -183 | Closed |
|