HYZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

60 hedge funds and large institutions have $145M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
18
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.7M 1,097,135 +268,202 +32%
UBS Group
2
UBS Group
Switzerland
$21.3M 1,029,684 +904,026 +719%
BRWA
3
B. Riley Wealth Advisors
Florida
$16.8M 812,914 -74,859 -8%
Morgan Stanley
4
Morgan Stanley
New York
$11.7M 568,351 -22,858 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.8M 520,795 -37,480 -7%
Ameriprise
6
Ameriprise
Minnesota
$7.58M 366,730 +6,353 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.52M 266,838 +51,576 +24%
LPL Financial
8
LPL Financial
California
$4.65M 225,052 +6,116 +3%
ML
9
McAdam LLC
Pennsylvania
$3.65M 164,071 +57,403 +54%
EH
10
Equitable Holdings
New York
$3.02M 146,079 +146,079 New
NWM
11
NEIRG Wealth Management
Massachusetts
$2.69M 130,253 +185 +0.1%
Jane Street
12
Jane Street
New York
$2.5M 121,150 -42,284 -26%
EAM
13
Empirical Asset Management
Massachusetts
$2.36M 114,273 -8,173 -7%
Bank of America
14
Bank of America
North Carolina
$2.04M 98,878 -2,737 -3%
VIM
15
Vista Investment Management
Pennsylvania
$2.04M 98,606 -1,192 -1%
KAS
16
Kestra Advisory Services
Texas
$1.94M 93,671 +9,586 +11%
AAS
17
Avantax Advisory Services
Texas
$1.78M 86,170 +86,170 New
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.73M 83,916 -6,944 -8%
PAG
19
Private Advisor Group
New Jersey
$1.47M 99,032 -1,962 -2%
Truist Financial
20
Truist Financial
North Carolina
$1.29M 62,461 +62,461 New
AWM
21
Avaii Wealth Management
Wisconsin
$1.21M 58,416 +1,984 +4%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.19M 57,317 +13,060 +30%
IWC
23
Integrated Wealth Concepts
Massachusetts
$1.1M 53,176 +8,693 +20%
AA
24
Advisory Alpha
Michigan
$1.09M 52,903 +1,257 +2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$879K 42,503