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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

Overview Fund Activity

64 hedge funds and large institutions have $119M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+9
Holders Change %
+16.36%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
25
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.1M
2
AIC
Ameritas Investment Company
Nebraska
+$4.09M
3
BRWM
B. Riley Wealth Management
Tennessee
+$2.52M
4
ML
McAdam LLC
Pennsylvania
+$649K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$515K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.16M
2
Jane Street
Jane Street
New York
-$884K
3
FTUS
Flow Traders U.S.
New York
-$565K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$532K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$454K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.1M +$16.1M +694,951 New
BRWM
2
B. Riley Wealth Management
Tennessee
$12.4M +$2.52M +108,835 +26%
ML
3
McAdam LLC
Pennsylvania
$7.93M +$649K +28,013 +9%
BPC
4
Banque Pictet & Cie
Switzerland
$6.84M +$287K +12,375 +4%
PNAA
5
Pictet North America Advisors
Switzerland
$6.84M +$287K +12,375 +4%
BFG
6
Barber Financial Group
Kansas
$6.66M -$341K -14,739 -5%
ACM
7
AlphaStar Capital Management
North Carolina
$6.39M +$305K +13,182 +5%
Ameriprise
8
Ameriprise
Minnesota
$4.26M +$117K +5,086 +3%
CF
9
Centaurus Financial
California
$4.21M +$200K +8,617 +5%
AIC
10
Ameritas Investment Company
Nebraska
$4.13M +$4.09M +176,658 +9,919%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.95M -$454K -19,588 -10%
Bank of America
12
Bank of America
North Carolina
$3.66M +$104K +4,499 +3%
UBS Group
13
UBS Group
Switzerland
$3.57M +$154K +6,655 +5%
PAG
14
Private Advisor Group
New Jersey
$3.46M -$63.3K -2,731 -2%
VIM
15
Vista Investment Management
Pennsylvania
$2.46M +$13.5K +584 +0.6%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$2.18M +$361K +15,566 +20%
Jane Street
17
Jane Street
New York
$1.79M -$884K -38,141 -33%
AWM
18
Apollon Wealth Management
South Carolina
$1.45M +$124K +5,312 +9%
AG
19
Advisor Group
Arizona
$1.37M +$280K +12,087 +26%
LPL Financial
20
LPL Financial
California
$1.35M -$5.42K -234 -0.4%
AI
21
Atria Investments
North Carolina
$1.33M +$49.7K +2,144 +4%
AWM
22
AE Wealth Management
Kansas
$1.08M +$4.89K +211 +0.5%
22CM
23
20/20 Capital Management
California
$1.03M +$1.03M +44,203 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$968K -$83.6K -3,610 -8%
HighTower Advisors
25
HighTower Advisors
Illinois
$934K -$322K -13,926 -26%
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