WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
53 hedge funds and large institutions have $135M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 4 closing their positions.
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
6.23% less ownership
Funds ownership: 86.22% → 79.99% (-6.2%)
7% less funds holding
Funds holding: 57 → 53 (-4)
7% less capital invested
Capital invested by funds: $145M → $135M (-$10.5M)
10% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.79M |
| 2 |
JP Morgan Chase
New York
|
+$1.44M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.36M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$290K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$9.15M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.23M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.57M |
| 4 |
VIM
Vista Investment Management
Pittsburgh,
Pennsylvania
|
-$608K |
| 5 |
Jane Street
New York
|
-$551K |
HYZD Hedge Fund Activity: Q2 2024 in Review
53 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q2 2024, worth a combined $135M — down 7.3% from $145M a quarter earlier.
Fund positioning in HYZD was balanced in Q2 2024: 4 funds opened new positions, 4 closed out, 18 added to existing stakes and 20 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.79M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $9.15M.
- 53 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q2 2024, down from 57 in Q1 2024.
- Funds reported $135M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q2 2024, down 7.3% quarter-over-quarter.
- 4 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q2 2024 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 2024 was LPL Financial, an estimated $2.79M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q2 2024 was B. Riley Wealth Advisors, an estimated $9.15M sold.
Based on aggregated 13F filings for Q2 2024.