WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
39 hedge funds and large institutions have $43.6M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 8 closing their positions.
5% less funds holding
Funds holding: 41 → 39 (-2)
16.41% less ownership
Funds ownership: 54.07% → 37.66% (-16%)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
35% less capital invested
Capital invested by funds: $67.5M → $43.6M (-$23.9M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.46M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.28M |
| 3 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$955K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$490K |
| 5 |
LPL Financial
San Diego,
California
|
+$485K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$13.2M |
| 2 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$5.39M |
| 3 |
Jane Street
New York
|
-$4.67M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$3.03M |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.75M |
HYZD Hedge Fund Activity: Q4 2020 in Review
39 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2020, worth a combined $43.6M — down 35% from $67.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of HYZD and 6 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 12 added.
The largest buyer was Citadel Advisors, adding an estimated $1.46M. The largest seller was B. Riley Wealth Management, exiting entirely with an estimated $13.2M sold.
- 39 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2020, down from 41 in Q3 2020.
- Funds reported $43.6M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2020, down 35% quarter-over-quarter.
- 6 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2020 and 8 closed out, a net change of -2 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2020 was Citadel Advisors, an estimated $1.46M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2020 was B. Riley Wealth Management, an estimated $13.2M sold.
Based on aggregated 13F filings for Q4 2020.