WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
55 hedge funds and large institutions have $115M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 27 reducing their positions, and 8 closing their positions.
5.77% more ownership
Funds ownership: 64.75% → 70.52% (+5.8%)
10% less funds holding
Funds holding: 61 → 55 (-6)
11% less capital invested
Capital invested by funds: $129M → $115M (-$13.9M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
56% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 27
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$18.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.5M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.4M |
| 4 |
AWM
Avaii Wealth Management
Appleton,
Wisconsin
|
+$1.17M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$269K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
-$6.97M |
| 2 |
Jane Street
New York
|
-$5.37M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.3M |
| 4 |
LPL Financial
San Diego,
California
|
-$4.97M |
| 5 |
Morgan Stanley
New York
|
-$3.91M |
HYZD Hedge Fund Activity: Q3 2022 in Review
55 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q3 2022, worth a combined $115M — down 11% from $129M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of HYZD and 3 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 12 added.
The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $18.3M. The largest seller was Aprio Wealth Management, cutting an estimated $6.97M.
- 55 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q3 2022, down from 61 in Q2 2022.
- Funds reported $115M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q3 2022, down 11% quarter-over-quarter.
- 3 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q3 2022 and 8 closed out, a net change of -5 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q3 2022 was B. Riley Wealth Advisors, an estimated $18.3M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q3 2022 was Aprio Wealth Management, an estimated $6.97M sold.
Based on aggregated 13F filings for Q3 2022.