WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
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 7 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
21% more capital invested
Capital invested by funds: $120M → $145M (+$25.7M)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
8.34% more ownership
Funds ownership: 77.88% → 86.22% (+8.3%)
2% more funds holding
Funds holding: 56 → 57 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$12.8M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$9.78M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.19M |
| 4 |
AC
Avestar Capital
New York
|
+$1.13M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.52M |
| 2 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
-$1.31M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.21M |
| 4 |
Jane Street
New York
|
-$1.15M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$953K |
HYZD Hedge Fund Activity: Q1 2024 in Review
57 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q1 2024, worth a combined $145M — up 21% from $120M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HYZD positions and 7 closed out — a net gain of 1 holder — while 22 added to existing stakes and 18 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $12.8M. The largest seller was Morgan Stanley, cutting an estimated $1.52M.
- 57 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q1 2024, up from 56 in Q4 2023.
- Funds reported $145M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q1 2024, up 21% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q1 2024 and 7 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q1 2024 was Kestra Advisory Services, an estimated $12.8M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q1 2024 was Morgan Stanley, an estimated $1.52M sold.
Based on aggregated 13F filings for Q1 2024.