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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 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
Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.73%
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

1
ECA
Elevation Capital Advisory
Oregon
$6.28M
2
GM
GeoWealth Management
Illinois
$6.28M
3
LPL Financial
LPL Financial
California
$16.3M
4
VC
Vicus Capital
Pennsylvania
$2.54M
5
UBS Group
UBS Group
Switzerland
$30.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$217K
3
BRWA
B. Riley Wealth Advisors
Florida
$13.1M
4
AAS
Ameritas Advisory Services
Nebraska
$0
5
PAG
Private Advisor Group
New Jersey
$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$30.8M +$1.73M +77,797 +6%
LPL Financial
2
LPL Financial
California
$16.3M +$3.11M +140,009 +24%
BRWA
3
B. Riley Wealth Advisors
Florida
$13.1M -$737K -33,131 -5%
Morgan Stanley
4
Morgan Stanley
New York
$12.7M -$2.16K -97 -0%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11M -$1.63M -73,319 -13%
ECA
6
Elevation Capital Advisory
Oregon
$6.28M +$6.28M +282,348 New
GM
7
GeoWealth Management
Illinois
$6.28M +$6.28M +282,348 New
Ameriprise
8
Ameriprise
Minnesota
$4.68M +$546K +24,568 +13%
IWC
9
Integrated Wealth Concepts
Massachusetts
$3.04M +$256K +11,507 +9%
VC
10
Vicus Capital
Pennsylvania
$2.54M +$2.54M +114,049 New
EH
11
Equitable Holdings
New York
$2.23M +$479K +21,530 +27%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.86M +$289K +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 +$1.48M +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 +$1.23M +55,273 New
WS
19
Wedbush Securities
California
$1.11M +$1.11M +49,962 New
KAS
20
Kestra Advisory Services
Texas
$1.03M +$139K +6,254 +16%
AA
21
Advisory Alpha
Michigan
$949K +$40.6K +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 +$49.3K +2,218 +7%
VCP
25
Verus Capital Partners
Arizona
$674K -$72K -3,237 -10%
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