WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
50 hedge funds and large institutions have $109M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 8 closing their positions.
6% less funds holding
Funds holding: 53 → 50 (-3)
6.22% less ownership
Funds ownership: 79.99% → 73.77% (-6.2%)
19% less capital invested
Capital invested by funds: $135M → $109M (-$25.2M)
26% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 19
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.5M |
| 2 |
Morgan Stanley
New York
|
+$1.38M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$984K |
| 4 |
DWAM
Duncan Williams Asset Management
Memphis,
Tennessee
|
+$578K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$462K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$15.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.87M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.85M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.67M |
| 5 |
JP Morgan Chase
New York
|
-$1.44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
JP Morgan Chase
New York
| – | -$1.44M | -65,733 | Closed |
|
52
Jane Street
New York
| – | -$929K | -42,498 | Closed |
|
|
AWS
53
Atria Wealth Solutions
New York
| – | -$352K | -16,110 | Closed |
|
|
SI
54
Stephens Inc
Little Rock,
Arkansas
| – | -$292K | -13,377 | Closed |
|
55
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$6.6K | -300 | Closed |
|
|
SWM
56
Sugarloaf Wealth Management
Duluth,
Georgia
| – | -$6.38K | -292 | Closed |
|
|
BTI
57
Blue Trust Inc
Alpharetta,
Georgia
| – | -$2.71K | -123 | Closed |
|
HYZD Hedge Fund Activity: Q3 2024 in Review
50 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q3 2024, worth a combined $109M — down 19% from $135M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of HYZD and 5 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 14 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.5M. The largest seller was Kestra Advisory Services, cutting an estimated $15.6M.
- 50 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q3 2024, down from 53 in Q2 2024.
- Funds reported $109M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q3 2024, down 19% quarter-over-quarter.
- 5 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q3 2024 and 8 closed out, a net change of -3 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q3 2024 was Susquehanna International Group, an estimated $1.5M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q3 2024 was Kestra Advisory Services, an estimated $15.6M sold.
Based on aggregated 13F filings for Q3 2024.