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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

18 hedge funds and large institutions have $5.66M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

20% more funds holding

Funds holding: 1518 (+3)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

3.78% less ownership

Funds ownership: 13.2%9.42% (-3.8%)

19% less capital invested

Capital invested by funds: $6.96M → $5.66M (-$1.29M)

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
5
Closed
2
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
$1.64M +$47.6K +1,980 +3%
LPL Financial
2
LPL Financial
California
$675K +$256K +10,655 +61%
SWP
3
Stratos Wealth Partners
Ohio
$675K +$674K +28,057 New
RJA
4
Raymond James & Associates
Florida
$427K +$125K +5,200 +41%
IA
5
IFP Advisors
Florida
$376K -$4.81K -200 -1%
Ameriprise
6
Ameriprise
Minnesota
$371K -$44.4K -1,848 -11%
FTUS
7
Flow Traders U.S.
New York
$355K -$648K -26,986 -65%
Jane Street
8
Jane Street
New York
$234K -$1.24M -51,497 -84%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$221K +$221K +9,191 New
AIM
10
Arcadia Investment Management
Michigan
$197K
UBS Group
11
UBS Group
Switzerland
$158K +$77.1K +3,210 +96%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$147K -$202K -8,422 -58%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$108K +$26.2K +1,090 +32%
Creative Planning
14
Creative Planning
Kansas
$28K +$27.8K +1,156 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$21K +$240 +10 +1%
CFA
16
Carroll Financial Associates
North Carolina
$16K
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K +$7.57K +315 New
NFG
18
Next Financial Group
Texas
$3K +$2.98K +124 New
Citadel Advisors
19
Citadel Advisors
Florida
-$637K -26,592 Closed
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
-$10K -400 Closed

HYZD Hedge Fund Activity: Q2 2017 in Review

18 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q2 2017, worth a combined $5.66M — down 19% from $6.96M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HYZD positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $674K. The largest seller was Jane Street, cutting an estimated $1.24M.

  • 18 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q2 2017, up from 15 in Q1 2017.
  • Funds reported $5.66M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q2 2017, down 19% quarter-over-quarter.
  • 5 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q2 2017 and 2 closed out, a net change of +3 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q2 2017 was Stratos Wealth Partners, an estimated $674K added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q2 2017 was Jane Street, an estimated $1.24M sold.

Based on aggregated 13F filings for Q2 2017.