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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

5 hedge funds and large institutions have $3.07M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding

Funds holding: 35 (+2)

24% less capital invested

Capital invested by funds: $4.04M → $3.07M (-$972K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.67M -$2.28M -90,357 -58%
VKH
2
Virtu KCG Holdings
New York
$860K +$861K +34,111 New
BCM
3
Bluefin Capital Management
New York
$400K +$370K +14,664 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$140K
TRCT
5
Tower Research Capital (TRC)
New York
$1K -$101 -4 -7%

HYZD Hedge Fund Activity: Q2 2014 in Review

5 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q2 2014, worth a combined $3.07M — down 24% from $4.04M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new HYZD positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $861K. The largest seller was Bank of America, cutting an estimated $2.28M.

  • 5 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q2 2014, up from 3 in Q1 2014.
  • Funds reported $3.07M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q2 2014, down 24% quarter-over-quarter.
  • 2 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q2 2014 and 0 closed out, a net change of +2 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q2 2014 was Virtu KCG Holdings, an estimated $861K added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q2 2014 was Bank of America, an estimated $2.28M sold.

Based on aggregated 13F filings for Q2 2014.