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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
62
Holders Change
+19
Holders Change %
+44.19%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
18
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.22M
2
LPL Financial
LPL Financial
California
+$3.24M
3
AA
Advisory Alpha
Michigan
+$3.13M
4
Jane Street
Jane Street
New York
+$2.27M
5
PAG
Private Advisor Group
New Jersey
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.3M
2
FHC
First Heartland Consultants
Missouri
-$815K
3
ML
McAdam LLC
Pennsylvania
-$115K
4
IA
IFP Advisors
Florida
-$108K
5
VIM
Vista Investment Management
Pennsylvania
-$94.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
1
B. Riley Wealth Management
Tennessee
$19.3M +$834K +37,653 +5%
Morgan Stanley
2
Morgan Stanley
New York
$14.9M +$1.64M +73,916 +12%
LPL Financial
3
LPL Financial
California
$13.3M +$3.24M +146,191 +33%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.21M +$1.2M +54,077 +15%
ACM
5
AlphaStar Capital Management
North Carolina
$6.36M -$31.4K -1,419 -0.5%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.27M +$1.06M +47,899 +21%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.25M +$6.22M +280,748 New
AA
8
Advisory Alpha
Michigan
$4.13M +$3.13M +141,092 +319%
ML
9
McAdam LLC
Pennsylvania
$3.65M -$115K -5,205 -3%
NWM
10
NEIRG Wealth Management
Massachusetts
$2.96M +$2.95M +133,130 New
EA
11
Eudaimonia Advisors
Tennessee
$2.8M +$2.79M +125,731 New
VIM
12
Vista Investment Management
Pennsylvania
$2.61M -$94.4K -4,261 -4%
ATPW
13
Ashton Thomas Private Wealth
Arizona
$2.54M +$1.74M +78,603 +222%
UBS Group
14
UBS Group
Switzerland
$2.49M +$1.72M +77,445 +226%
Bank of America
15
Bank of America
North Carolina
$2.41M +$67.9K +3,063 +3%
Jane Street
16
Jane Street
New York
$2.29M +$2.27M +102,632 New
EAM
17
Empirical Asset Management
Massachusetts
$2.21M +$2.2M +99,184 New
PAG
18
Private Advisor Group
New Jersey
$2.16M +$2.15M +96,913 New
Ameriprise
19
Ameriprise
Minnesota
$1.64M +$316K +14,262 +24%
FTUS
20
Flow Traders U.S.
New York
$1.53M +$1.11M +50,173 +269%
RJA
21
Raymond James & Associates
Florida
$1.45M +$16.4K +739 +1%
SWP
22
Stratos Wealth Partners
Ohio
$1.2M +$56.7K +2,560 +5%
TPCW
23
TD Private Client Wealth
New York
$1.02M +$1.02M +46,010 New
PCS
24
Personal CFO Solutions
New Jersey
$977K +$973K +43,893 New
Truist Financial
25
Truist Financial
North Carolina
$965K +$961K +43,348 New
1
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HYZD Hedge Fund Activity: Q4 2021 in Review

62 of the 6,499 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.