WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
57 hedge funds and large institutions have $134M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
80% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 15
4% more funds holding
Funds holding: 55 → 57 (+2)
2% more capital invested
Capital invested by funds: $132M → $134M (+$2.58M)
5.21% less ownership
Funds ownership: 79.92% → 74.71% (-5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.34M |
| 2 |
Morgan Stanley
New York
|
+$3.78M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.37M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.77M |
| 5 |
EH
Equitable Holdings
New York
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$6.28M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$6.28M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$660K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$546K |
| 5 |
Jane Street
New York
|
-$477K |
HYZD Hedge Fund Activity: Q1 2025 in Review
57 of the 7,477 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q1 2025, worth a combined $134M — up 2% from $132M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HYZD positions and 3 closed out — a net gain of 3 holders — while 27 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.34M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $6.28M sold.
- 57 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q1 2025, up from 55 in Q4 2024.
- Funds reported $134M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q1 2025, up 2% quarter-over-quarter.
- 6 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q1 2025 and 3 closed out, a net change of +3 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q1 2025 was LPL Financial, an estimated $6.34M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q1 2025 was Elevation Capital Advisory, an estimated $6.28M sold.
Based on aggregated 13F filings for Q1 2025.