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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

Overview Fund Activity

53 hedge funds and large institutions have $135M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
18
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$13M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.44M
3
KAS
3
Kestra Advisory Services
Texas
$16.4M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$2.59M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$288K

Top Sellers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$16.5M
2
Ameriprise
2
Ameriprise
Minnesota
$11.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$489K
4
VIM
4
Vista Investment Management
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$929K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
Continuum Advisory
Idaho
$1.12K 51 – –
DFA
52
DHJJ Financial Advisors
Illinois
$22 1 – –
VIM
53
Vista Investment Management
Pennsylvania
– – -27,582 Closed
SWP
54
Stratos Wealth Partners
Ohio
– – -17,551 Closed
OMC
55
Old Mission Capital
Illinois
– – -11,660 Closed
SB
56
Strategic Blueprint
Georgia
– – -9,744 Closed
CFGS
57
Concourse Financial Group Securities
Alabama
– – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$0 14 +14 New
1 2
3