WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
54 hedge funds and large institutions have $121M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 10 closing their positions.
1.56% more ownership
Funds ownership: 67.9% → 69.46% (+1.6%)
0% less capital invested
Capital invested by funds: $122M → $121M (-$578K)
4% less funds holding
Funds holding: 56 → 54 (-2)
18% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 22
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$662K |
| 2 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
+$506K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$482K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$422K |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.95M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.48M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.53M |
| 4 |
EH
Equitable Holdings
New York
|
-$1.39M |
| 5 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$869K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ME
51
McIlrath & Eck
Arlington,
Washington
| $4.63K | – | – | – |
|
|
GRP
52
Global Retirement Partners
San Rafael,
California
| $4.63K | +$4.55K | +207 | New |
|
|
DFA
53
DHJJ Financial Advisors
Naperville,
Illinois
| $23 | – | – | – |
|
54
Wells Fargo
San Francisco,
California
| $13 | – | – | – |
|
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.53M | -115,633 | Closed |
|
56
Jane Street
New York
| – | -$743K | -33,965 | Closed |
|
|
OC
57
Optima Capital
Beaverton,
Oregon
| – | -$511K | -23,333 | Closed |
|
58
Goldman Sachs
New York
| – | -$489K | -22,342 | Closed |
|
|
LCWP
59
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| – | -$324K | -14,800 | Closed |
|
|
HWA
60
HCR Wealth Advisors
Los Angeles,
California
| – | -$285K | -13,000 | Closed |
|
|
PS
61
Principal Securities
Des Moines,
Iowa
| – | -$7.72K | -347 | Closed |
|
|
RFG
62
REAP Financial Group
Austin,
Texas
| – | -$2.53K | -116 | Closed |
|
63
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.08K | -95 | Closed |
|
|
CA
64
Continuum Advisory
Eagle,
Idaho
| – | -$1.12K | -51 | Closed |
|
HYZD Hedge Fund Activity: Q2 2025 in Review
54 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q2 2025, worth a combined $121M — down 0.47% from $122M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HYZD and 8 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 18 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $662K. The largest seller was Ameriprise, cutting an estimated $3.95M.
- 54 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q2 2025, down from 56 in Q1 2025.
- Funds reported $121M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q2 2025, down 0.47% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q2 2025 and 10 closed out, a net change of -2 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q2 2025 was Commonwealth Equity Services, an estimated $662K added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q2 2025 was Ameriprise, an estimated $3.95M sold.
Based on aggregated 13F filings for Q2 2025.