WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
57 hedge funds and large institutions have $89.5M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 4 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 15
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
4.01% more ownership
Funds ownership: 35.7% → 39.71% (+4%)
4% more funds holding
Funds holding: 55 → 57 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $90.6M → $89.5M (-$1.12M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
+$3.83M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.46M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.39M |
| 4 |
Jane Street
New York
|
+$2.04M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.82M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$1.98M |
| 3 |
BCM
Bluefin Capital Management
New York
|
-$1.22M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$682K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$498K |
HYZD Hedge Fund Activity: Q2 2019 in Review
57 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q2 2019, worth a combined $89.5M — down 1.2% from $90.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HYZD positions and 4 closed out — a net gain of 2 holders — while 27 added to existing stakes and 15 trimmed.
The largest buyer was Centaurus Financial, adding an estimated $3.83M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $3.82M.
- 57 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q2 2019, up from 55 in Q1 2019.
- Funds reported $89.5M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q2 2019, down 1.2% quarter-over-quarter.
- 6 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q2 2019 and 4 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q2 2019 was Centaurus Financial, an estimated $3.83M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q2 2019 was Ladenburg Thalmann Financial Services, an estimated $3.82M sold.
Based on aggregated 13F filings for Q2 2019.