HYZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund

57 hedge funds and large institutions have $145M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$28.3M +$3.22M +146,223 +13%
BRWA
2
B. Riley Wealth Advisors
Florida
$24.7M +$9.47M +448,492 +62%
KAS
3
Kestra Advisory Services
Texas
$15.1M +$12.9M +587,488 +590%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.5M +$924K +41,938 +7%
Ameriprise
5
Ameriprise
Minnesota
$14.2M +$441K +20,033 +3%
Morgan Stanley
6
Morgan Stanley
New York
$11M -$14.1M -641,225 -56%
LPL Financial
7
LPL Financial
California
$10.3M +$1.1M +49,887 +12%
IWC
8
Integrated Wealth Concepts
Massachusetts
$2.32M +$852K +38,691 +58%
EH
9
Equitable Holdings
New York
$2.13M +$41.5K +1,884 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.07M -$516K -23,405 -20%
AC
11
Avestar Capital
New York
$1.8M +$1.14M +51,688 +173%
ML
12
McAdam LLC
Pennsylvania
$1.71M -$48.1K -2,183 -3%
Jane Street
13
Jane Street
New York
$1.49M -$1.16M -52,756 -44%
EAM
14
Empirical Asset Management
Massachusetts
$1.25M -$19.2K -872 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.12M +$147K +6,674 +15%
AA
16
Advisory Alpha
Michigan
$1.08M +$29.8K +1,351 +3%
MML Investors Services
17
MML Investors Services
Massachusetts
$875K -$40.4K -1,837 -4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$866K -$22.4K -1,019 -3%
PAG
19
Private Advisor Group
New Jersey
$843K -$1.22M -55,505 -59%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$827K +$827K +37,517 New
AAS
21
Ameritas Advisory Services
Nebraska
$821K +$78.9K +3,583 +11%
VCP
22
Verus Capital Partners
Arizona
$732K -$18.3K -831 -2%
CA
23
Cetera Advisors
Colorado
$613K -$128K -5,826 -17%
VIM
24
Vista Investment Management
Pennsylvania
$608K -$107K -4,849 -15%
HCM
25
Howard Capital Management
Georgia
$564K +$564K +25,592 New