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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

Overview Fund Activity

55 hedge funds and large institutions have $132M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$24.7M
2
LPL Financial
LPL Financial
California
$9.02M
3
OMC
Old Mission Capital
Illinois
$1.2M
4
KAS
Kestra Advisory Services
Texas
$2.15M
5
Jane Street
Jane Street
New York
$2.6M

Top Sellers

1
BRWA
B. Riley Wealth Advisors
Florida
$15.6M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.53M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.3M
4
Ameriprise
Ameriprise
Minnesota
$13.5M
5
RSWM
Robertson Stephens Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.7M +$14.1M +650,045 +132%
UBS Group
2
UBS Group
Switzerland
$24.6M +$259K +11,967 +1%
BRWA
3
B. Riley Wealth Advisors
Florida
$15.6M -$9.69M -448,492 -38%
Ameriprise
4
Ameriprise
Minnesota
$13.5M -$1.27M -58,980 -9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.3M -$1.75M -80,750 -12%
LPL Financial
6
LPL Financial
California
$9.02M +$3.65M +168,955 +68%
Jane Street
7
Jane Street
New York
$2.6M +$587K +27,138 +29%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.53M -$6.11M -282,547 -71%
KAS
9
Kestra Advisory Services
Texas
$2.15M +$652K +30,151 +43%
EH
10
Equitable Holdings
New York
$2.05M +$357K +16,531 +21%
PAG
11
Private Advisor Group
New Jersey
$2.03M -$725K -33,537 -26%
ML
12
McAdam LLC
Pennsylvania
$1.72M -$100K -4,648 -6%
SAM
13
Smartleaf Asset Management
Massachusetts
$1.58M +$1.58M +72,781 New
IWC
14
Integrated Wealth Concepts
Massachusetts
$1.44M +$24.4K +1,127 +2%
EAM
15
Empirical Asset Management
Massachusetts
$1.24M -$53.5K -2,473 -4%
OMC
16
Old Mission Capital
Illinois
$1.2M +$1.2M +55,354 New
AA
17
Advisory Alpha
Michigan
$1.04M -$43.4K -2,007 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$954K +$237K +10,937 +33%
MML Investors Services
19
MML Investors Services
Massachusetts
$899K -$46.4K -2,145 -5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$872K -$78.8K -3,646 -8%
VCP
21
Verus Capital Partners
Arizona
$736K +$10.9K +503 +1%
AAS
22
Ameritas Advisory Services
Nebraska
$728K -$48.2K -2,229 -6%
CA
23
Cetera Advisors
Colorado
$728K -$73K -3,375 -9%
VIM
24
Vista Investment Management
Pennsylvania
$701K -$241K -11,143 -26%
SWP
25
Stratos Wealth Partners
Ohio
$681K -$21.4K -992 -3%
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