WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
55 hedge funds and large institutions have $132M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
20% more capital invested
Capital invested by funds: $109M → $132M (+$22.1M)
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
10% more funds holding
Funds holding: 50 → 55 (+5)
6.15% more ownership
Funds ownership: 73.77% → 79.92% (+6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$6.31M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$6.31M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.13M |
| 4 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$2.55M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.64M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.31M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$741K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$572K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$276K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ME
51
McIlrath & Eck
Arlington,
Washington
| $4.6K | – | – | – |
|
|
GRP
52
Global Retirement Partners
San Rafael,
California
| $4.46K | +$67 | +3 | +2% |
|
53
Fidelity Investments
Boston,
Massachusetts
| $1.53K | -$313 | -14 | -17% |
|
|
CA
54
Continuum Advisory
Eagle,
Idaho
| $1.13K | – | – | – |
|
|
DFA
55
DHJJ Financial Advisors
Naperville,
Illinois
| $23 | – | – | – |
|
56
Wells Fargo
San Francisco,
California
| $8 | -$36.2K | -1,621 | Closed |
|
|
AAS
57
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$572K | -25,826 | Closed |
|
58
Cerity Partners
New York
| – | -$208K | -9,416 | Closed |
|
|
FFO
59
Fortitude Family Office
Scottsdale,
Arizona
| – | -$7.5K | -339 | Closed |
|
HYZD Hedge Fund Activity: Q4 2024 in Review
55 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2024, worth a combined $132M — up 20% from $109M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HYZD positions and 4 closed out — a net gain of 8 holders — while 18 added to existing stakes and 16 trimmed.
The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $6.31M. The largest seller was Envestnet Asset Management, cutting an estimated $1.64M.
- 55 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2024, up from 50 in Q3 2024.
- Funds reported $132M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2024, up 20% quarter-over-quarter.
- 12 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2024 and 4 closed out, a net change of +8 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2024 was Elevation Capital Advisory, an estimated $6.31M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2024 was Envestnet Asset Management, an estimated $1.64M sold.
Based on aggregated 13F filings for Q4 2024.