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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

Overview Fund Activity

48 hedge funds and large institutions have $124M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
6
Increased
21
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$4.71M
2
PAG
Private Advisor Group
New Jersey
+$2.5M
3
VIM
Vista Investment Management
Pennsylvania
+$1.1M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$829K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$621K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.28M
2
CF
Centaurus Financial
California
-$3.53M
3
Jane Street
Jane Street
New York
-$1.79M
4
AI
Atria Investments
North Carolina
-$1.06M
5
SI
Stephens Inc
Arkansas
-$545K
Name Holding Trade Value Shares
Change 		Shares
Change %
RBA
1
Richard Bernstein Advisors
New York
$30.3M – – –
BPC
2
Banque Pictet & Cie
Switzerland
$15.5M +$218K +8,992 +1%
PNAA
3
Pictet North America Advisors
Switzerland
$15.2M -$42.3K -1,748 -0.3%
BRWM
4
B. Riley Wealth Management
Tennessee
$8.73M +$8.73M +360,769 New
BFG
5
Barber Financial Group
Kansas
$6.33M +$616K +25,446 +11%
ACM
6
AlphaStar Capital Management
North Carolina
$5.53M +$37K +1,527 +0.7%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$5.1M +$4.71M +194,430 +1,198%
CCM
8
CWH Capital Management
Washington
$4.76M +$64.3K +2,655 +1%
Bank of America
9
Bank of America
North Carolina
$4.67M -$5.28M -217,999 -53%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.63M +$449K +18,527 +14%
PAG
11
Private Advisor Group
New Jersey
$3.06M +$2.5M +103,415 +453%
Morgan Stanley
12
Morgan Stanley
New York
$2.05M -$220K -9,098 -10%
AI
13
Atria Investments
North Carolina
$1.8M -$1.06M -43,756 -37%
Jane Street
14
Jane Street
New York
$1.64M -$1.79M -73,852 -52%
LPL Financial
15
LPL Financial
California
$1.49M +$357K +14,752 +31%
VIM
16
Vista Investment Management
Pennsylvania
$1.47M +$1.1M +45,354 +299%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.27M +$340K +14,059 +37%
AG
18
Advisor Group
Arizona
$1.19M -$18.5K -764 -2%
SWP
19
Stratos Wealth Partners
Ohio
$913K +$217K +8,955 +31%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$829K +$829K +34,247 New
BCM
21
Bluefin Capital Management
New York
$752K +$136K +5,631 +22%
UBS Group
22
UBS Group
Switzerland
$665K +$78.5K +3,245 +13%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$621K +$621K +25,644 New
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$569K +$18.9K +779 +3%
PFS
25
Prospera Financial Services
Texas
$564K – – –
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