WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
55 hedge funds and large institutions have $129M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
6% more capital invested
Capital invested by funds: $121M → $129M (+$7.52M)
2% more funds holding
Funds holding: 54 → 55 (+1)
0.42% less ownership
Funds ownership: 69.46% → 69.03% (-0.42%)
14% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$5.2M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.03M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.56M |
| 5 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$3.95M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.36M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.01M |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$866K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$622K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
51
Advisory Services Network
Atlanta,
Georgia
| $3.75K | +$3.75K | +167 | New |
|
52
CIBC Private Wealth Group
Atlanta,
Georgia
| $1.69K | +$1.68K | +75 | New |
|
|
VNA
53
Valley National Advisers
Bethlehem,
Pennsylvania
| $1K | +$1.01K | +45 | New |
|
|
DFA
54
DHJJ Financial Advisors
Naperville,
Illinois
| $23 | – | – | – |
|
55
Wells Fargo
San Francisco,
California
| $18 | – | – | – |
|
|
WS
56
Wedbush Securities
Los Angeles,
California
| – | -$866K | -38,687 | Closed |
|
|
OMC
57
Old Mission Capital
Chicago,
Illinois
| – | -$398K | -17,781 | Closed |
|
|
AAS
58
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$52.4K | -2,342 | Closed |
|
|
CTWM
59
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| – | -$25.1K | -1,120 | Closed |
|
60
Bank of America
Charlotte,
North Carolina
| – | -$9.74K | -435 | Closed |
|
HYZD Hedge Fund Activity: Q3 2025 in Review
55 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q3 2025, worth a combined $129M — up 6.2% from $121M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HYZD positions and 5 closed out — a net gain of 2 holders — while 19 added to existing stakes and 22 trimmed.
The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $5.2M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $3.95M.
- 55 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q3 2025, up from 54 in Q2 2025.
- Funds reported $129M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q3 2025, up 6.2% quarter-over-quarter.
- 7 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q3 2025 and 5 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q3 2025 was Elevation Capital Advisory, an estimated $5.2M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q3 2025 was B. Riley Wealth Advisors, an estimated $3.95M sold.
Based on aggregated 13F filings for Q3 2025.