WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
54 hedge funds and large institutions have $121M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 10 closing their positions.
5.25% less ownership
Funds ownership: 74.71% → 69.46% (-5.3%)
5% less funds holding
Funds holding: 57 → 54 (-3)
10% less capital invested
Capital invested by funds: $134M → $121M (-$12.8M)
14% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 22
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$662K |
| 2 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
+$506K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$482K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$422K |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.95M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.48M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.56M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.53M |
| 5 |
EH
Equitable Holdings
New York
|
-$1.39M |
HYZD Hedge Fund Activity: Q2 2025 in Review
54 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q2 2025, worth a combined $121M — down 9.5% from $134M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HYZD and 7 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 19 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $662K. The largest seller was Ameriprise, cutting an estimated $3.95M.
- 54 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q2 2025, down from 57 in Q1 2025.
- Funds reported $121M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q2 2025, down 9.5% quarter-over-quarter.
- 7 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q2 2025 and 10 closed out, a net change of -3 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q2 2025 was Commonwealth Equity Services, an estimated $662K added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q2 2025 was Ameriprise, an estimated $3.95M sold.
Based on aggregated 13F filings for Q2 2025.