WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
12 hedge funds and large institutions have $2.77M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more funds holding
Funds holding: 11 → 12 (+1)
5.27% more ownership
Funds ownership: 0% → 5.27% (+5.3%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
60% less capital inflows, than outflows
Capital inflows: $654K | Capital outflows: $1.65M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$319K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$284K |
| 3 |
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$35.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.14K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.07M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$422K |
| 3 |
Virtu KCG Holdings
New York
|
-$149K |
| 4 |
Tower Research Capital (TRC)
New York
|
-$7K |
HYZD Hedge Fund Activity: Q4 2016 in Review
12 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2016, worth a combined $2.77M — down 26% from $3.73M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HYZD positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $319K. The largest seller was Jane Street, cutting an estimated $1.07M.
- 12 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2016, up from 11 in Q3 2016.
- Funds reported $2.77M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2016, down 26% quarter-over-quarter.
- 2 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2016 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2016 was LPL Financial, an estimated $319K added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2016 was Jane Street, an estimated $1.07M sold.
Based on aggregated 13F filings for Q4 2016.