WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
54 hedge funds and large institutions have $108M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 54 → 54 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
10.19% less ownership
Funds ownership: 85.86% → 75.67% (-10%)
22% less capital invested
Capital invested by funds: $139M → $108M (-$30.9M)
44% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$629K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$553K |
| 3 |
LPL Financial
San Diego,
California
|
+$482K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$158K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$119K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$12.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.99M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.18M |
| 4 |
EH
Equitable Holdings
New York
|
-$1.51M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.38M |
HYZD Hedge Fund Activity: Q2 2023 in Review
54 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q2 2023, worth a combined $108M — down 22% from $139M a quarter earlier.
Fund positioning in HYZD was balanced in Q2 2023: 4 funds opened new positions, 4 closed out, 15 added to existing stakes and 27 trimmed.
The largest buyer was UBS Group, adding an estimated $629K. The largest seller was Jane Street, cutting an estimated $12.7M.
- 54 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $108M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q2 2023, down 22% quarter-over-quarter.
- 4 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q2 2023 and 4 closed out, a net change of 0 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q2 2023 was UBS Group, an estimated $629K added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q2 2023 was Jane Street, an estimated $12.7M sold.
Based on aggregated 13F filings for Q2 2023.