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WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD

55 hedge funds and large institutions have $132M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $109M → $132M (+$22.1M)

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

10% more funds holding

Funds holding: 50 → 55 (+5)

6.15% more ownership

Funds ownership: 73.77% → 79.92% (+6.1%)

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ECA
Elevation Capital Advisory
Oregon
+$6.31M
2
GM
GeoWealth Management
Illinois
+$6.31M
3
LPL Financial
LPL Financial
California
+$3.13M
4
VC
Vicus Capital
Pennsylvania
+$2.55M
5
UBS Group
UBS Group
Switzerland
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.64M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.31M
3
BRWA
B. Riley Wealth Advisors
Florida
-$741K
4
AAS
Ameritas Advisory Services
Nebraska
-$572K
5
PAG
Private Advisor Group
New Jersey
-$276K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$30.8M +$1.74M +77,797 +6%
LPL Financial
2
LPL Financial
California
$16.3M +$3.13M +140,009 +24%
BRWA
3
B. Riley Wealth Advisors
Florida
$13.1M -$741K -33,131 -5%
Morgan Stanley
4
Morgan Stanley
New York
$12.7M -$2.17K -97 -0%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11M -$1.64M -73,319 -13%
ECA
6
Elevation Capital Advisory
Oregon
$6.28M +$6.31M +282,348 New
GM
7
GeoWealth Management
Illinois
$6.28M +$6.31M +282,348 New
Ameriprise
8
Ameriprise
Minnesota
$4.68M +$549K +24,568 +13%
IWC
9
Integrated Wealth Concepts
Massachusetts
$3.04M +$257K +11,507 +9%
VC
10
Vicus Capital
Pennsylvania
$2.54M +$2.55M +114,049 New
EH
11
Equitable Holdings
New York
$2.23M +$481K +21,530 +27%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.86M +$291K +13,008 +18%
PFS
13
Prospera Financial Services
Texas
$1.59M +$1.27M +56,986 +389%
Raymond James Financial
14
Raymond James Financial
Florida
$1.48M +$1.49M +66,641 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$1.39M +$105K +4,703 +8%
AC
16
Avestar Capital
New York
$1.35M -$159K -7,132 -11%
ML
17
McAdam LLC
Pennsylvania
$1.31M -$118K -5,293 -8%
Jane Street
18
Jane Street
New York
$1.23M +$1.24M +55,273 New
WS
19
Wedbush Securities
California
$1.11M +$1.12M +49,962 New
KAS
20
Kestra Advisory Services
Texas
$1.03M +$140K +6,254 +16%
AA
21
Advisory Alpha
Michigan
$949K +$40.8K +1,827 +4%
Osaic Holdings
22
Osaic Holdings
Arizona
$800K +$121K +5,421 +18%
HCM
23
Howard Capital Management
Georgia
$772K -$156 -7 -0%
EAM
24
Empirical Asset Management
Massachusetts
$717K +$49.6K +2,218 +7%
VCP
25
Verus Capital Partners
Arizona
$674K -$72.4K -3,237 -10%
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HYZD Hedge Fund Activity: Q4 2024 in Review

55 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2024, worth a combined $132M — up 20% from $109M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HYZD positions and 4 closed out — a net gain of 8 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $6.31M. The largest seller was Envestnet Asset Management, cutting an estimated $1.64M.

  • 55 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2024, up from 50 in Q3 2024.
  • Funds reported $132M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2024, up 20% quarter-over-quarter.
  • 12 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2024 and 4 closed out, a net change of +8 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2024 was Elevation Capital Advisory, an estimated $6.31M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2024 was Envestnet Asset Management, an estimated $1.64M sold.

Based on aggregated 13F filings for Q4 2024.