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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 $143M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
10
Increased
22
Reduced
20
Closed
9
Calls
–
Puts
$669K
Net Calls
-$669K
Net Calls Change
-$669K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$17.3M
2
AWM
2
Aprio Wealth Management
Georgia
$7.6M
3
SI
3
Stephens Inc
Arkansas
$7.35M
4
Ameriprise
4
Ameriprise
Minnesota
$7.79M
5
UBS Group
5
UBS Group
Switzerland
$5.16M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.6M
2
ACM
2
AlphaStar Capital Management
North Carolina
$2.09M
3
AA
3
Advisory Alpha
Michigan
$1.11M
4
ATPW
4
Ashton Thomas Private Wealth
Arizona
$270K
5
LPL Financial
5
LPL Financial
California
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWM
1
B. Riley Wealth Management
Tennessee
$20M 914,341 +47,329 +5%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$17.3M 787,385 +373,748 +90%
Morgan Stanley
3
Morgan Stanley
New York
$14.1M 641,111 -25,933 -4%
LPL Financial
4
LPL Financial
California
$11.4M 521,764 -73,724 -12%
Ameriprise
5
Ameriprise
Minnesota
$7.79M 355,556 +282,051 +384%
AWM
6
Aprio Wealth Management
Georgia
$7.6M 346,736 +346,736 New
SI
7
Stephens Inc
Arkansas
$7.35M 335,464 +321,810 +2,357%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.76M 262,850 -18,514 -7%
UBS Group
9
UBS Group
Switzerland
$5.16M 235,550 +123,893 +111%
ML
10
McAdam LLC
Pennsylvania
$3.46M 157,869 -6,202 -4%
PAG
11
Private Advisor Group
New Jersey
$2.9M 132,078 +35,165 +36%
NWM
12
NEIRG Wealth Management
Massachusetts
$2.88M 131,252 -1,878 -1%
Jane Street
13
Jane Street
New York
$2.74M 124,832 +22,200 +22%
VIM
14
Vista Investment Management
Pennsylvania
$2.65M 120,793 +3,640 +3%
EAM
15
Empirical Asset Management
Massachusetts
$2.6M 118,376 +19,192 +19%
Bank of America
16
Bank of America
North Carolina
$2.34M 106,554 -1,505 -1%
ACM
17
AlphaStar Capital Management
North Carolina
$2.09M 95,430 -191,102 -67%
EA
18
Eudaimonia Advisors
Tennessee
$1.96M 89,250 -36,481 -29%
EP
19
Eudaimonia Partners
Tennessee
$1.66M 75,705 +75,705 New
SFS
20
Sowell Financial Services
Arkansas
$1.65M 38,692 +19,349 +100%
Citadel Advisors
21
Citadel Advisors
Florida
$1.62M 73,943 +73,943 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.6M 73,127 -207,621 -74%
RJA
23
Raymond James & Associates
Florida
$1.5M 68,616 +3,558 +5%
VCP
24
Verus Capital Partners
Arizona
$1.37M 64,425 +64,425 New
AA
25
Advisory Alpha
Michigan
$1.11M 50,808 -134,523 -73%
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