WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
62 hedge funds and large institutions have $124M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 4 closing their positions.
550% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 4
125% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 8
44% more funds holding
Funds holding: 43 → 62 (+19)
39% more capital invested
Capital invested by funds: $89.6M → $124M (+$34.7M)
9.01% more ownership
Funds ownership: 51% → 60.01% (+9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.22M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.24M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
+$3.13M |
| 4 |
Jane Street
New York
|
+$2.27M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.3M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$815K |
| 3 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$115K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$108K |
| 5 |
VIM
Vista Investment Management
Pittsburgh,
Pennsylvania
|
-$94.4K |
HYZD Hedge Fund Activity: Q4 2021 in Review
62 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2021, worth a combined $124M — up 39% from $89.6M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new HYZD positions and 4 closed out — a net gain of 22 holders — while 18 added to existing stakes and 8 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $6.22M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.3M sold.
- 62 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2021, up from 43 in Q3 2021.
- Funds reported $124M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2021, up 39% quarter-over-quarter.
- 26 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2021 and 4 closed out, a net change of +22 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2021 was Envestnet Asset Management, an estimated $6.22M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2021 was Citadel Advisors, an estimated $2.3M sold.
Based on aggregated 13F filings for Q4 2021.