WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
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.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
20% more funds holding
Funds holding: 15 → 18 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$674K |
| 2 |
LPL Financial
San Diego,
California
|
+$256K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$221K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$125K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$77.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.24M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$648K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$637K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$202K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$44.4K |
HYZD Hedge Fund Activity: Q2 2017 in Review
18 of the 4,022 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.