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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

Overview Fund Activity

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
Holders
62
Holders Change
+19
Holders Change %
+44.19%
% of All Funds
0.96%
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

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.25M
2
LPL Financial
LPL Financial
California
$13.3M
3
AA
Advisory Alpha
Michigan
$4.13M
4
Jane Street
Jane Street
New York
$2.29M
5
PAG
Private Advisor Group
New Jersey
$2.16M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
FHC
First Heartland Consultants
Missouri
$0
3
ML
McAdam LLC
Pennsylvania
$3.65M
4
IA
IFP Advisors
Florida
$61K
5
VIM
Vista Investment Management
Pennsylvania
$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
1
B. Riley Wealth Management
Tennessee
$19.3M +$839K +37,653 +5%
Morgan Stanley
2
Morgan Stanley
New York
$14.9M +$1.65M +73,916 +12%
LPL Financial
3
LPL Financial
California
$13.3M +$3.26M +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 -$31.5K -1,419 -0.5%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.27M +$1.07M +47,899 +21%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.25M +$6.25M +280,748 New
AA
8
Advisory Alpha
Michigan
$4.13M +$3.14M +141,092 +319%
ML
9
McAdam LLC
Pennsylvania
$3.65M -$116K -5,205 -3%
NWM
10
NEIRG Wealth Management
Massachusetts
$2.97M +$2.97M +133,130 New
EA
11
Eudaimonia Advisors
Tennessee
$2.8M +$2.8M +125,731 New
VIM
12
Vista Investment Management
Pennsylvania
$2.61M -$94.9K -4,261 -4%
ATPW
13
Ashton Thomas Private Wealth
Arizona
$2.54M +$1.75M +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 +$68.2K +3,063 +3%
Jane Street
16
Jane Street
New York
$2.29M +$2.29M +102,632 New
EAM
17
Empirical Asset Management
Massachusetts
$2.21M +$2.21M +99,184 New
PAG
18
Private Advisor Group
New Jersey
$2.16M +$2.16M +96,913 New
Ameriprise
19
Ameriprise
Minnesota
$1.64M +$318K +14,262 +24%
FTUS
20
Flow Traders U.S.
New York
$1.53M +$1.12M +50,173 +269%
RJA
21
Raymond James & Associates
Florida
$1.45M +$16.5K +739 +1%
SWP
22
Stratos Wealth Partners
Ohio
$1.2M +$57K +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 +$977K +43,893 New
Truist Financial
25
Truist Financial
North Carolina
$965K +$965K +43,348 New
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