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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
HYZD
56 hedge funds and large institutions have $122M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
115% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 13
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
2% more funds holding
Funds holding: 55 → 56 (+1)
7% less capital invested
Capital invested by funds: $132M → $122M (-$9.65M)
12.02% less ownership
Funds ownership: 79.92% → 67.9% (-12%)
Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
28
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$6.34M |
| 2 |
Morgan Stanley
New York
|
+$3.78M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.37M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.77M |
| 5 |
EH
Equitable Holdings
New York
|
+$1.18M |
Top Sellers
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$6.28M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$6.28M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$660K |
| 4 |
Jane Street
New York
|
-$477K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$206K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ME
51
McIlrath & Eck
Arlington,
Washington
| $4.53K | – | – | – |
|
|
RFG
52
REAP Financial Group
Austin,
Texas
| $2.53K | +$2.59K | +116 | New |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2.08K | -$33.2K | -1,486 | -94% |
|
|
CA
54
Continuum Advisory
Eagle,
Idaho
| $1.12K | – | – | – |
|
55
Wells Fargo
San Francisco,
California
| $24 | +$22 | +1 | New |
|
|
DFA
56
DHJJ Financial Advisors
Naperville,
Illinois
| $22 | – | – | – |
|
|
ECA
57
Elevation Capital Advisory
Bend,
Oregon
| – | -$6.28M | -282,348 | Closed |
|
|
GM
58
GeoWealth Management
Chicago,
Illinois
| – | -$6.28M | -282,348 | Closed |
|
|
OC
59
Oppenheimer & Co
New York
| – | -$206K | -9,262 | Closed |
|