WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
60 hedge funds and large institutions have $146M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
87% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 15
13% more capital invested
Capital invested by funds: $129M → $146M (+$17.3M)
9% more funds holding
Funds holding: 55 → 60 (+5)
3.04% more ownership
Funds ownership: 69.03% → 72.07% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.32M |
| 2 |
SAI
Savvy Advisors Inc
New York
|
+$3.22M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.97M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.49M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$4.16M |
| 2 |
EH
Equitable Holdings
New York
|
-$1.52M |
| 3 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
-$477K |
| 4 |
Morgan Stanley
New York
|
-$268K |
| 5 |
Jane Street
New York
|
-$236K |
HYZD Hedge Fund Activity: Q4 2025 in Review
60 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2025, worth a combined $146M — up 13% from $129M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HYZD positions and 4 closed out — a net gain of 6 holders — while 28 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.32M. The largest seller was Elevation Capital Advisory, cutting an estimated $4.16M.
- 60 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2025, up from 55 in Q3 2025.
- Funds reported $146M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2025, up 13% quarter-over-quarter.
- 10 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2025 and 4 closed out, a net change of +6 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2025 was LPL Financial, an estimated $7.32M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2025 was Elevation Capital Advisory, an estimated $4.16M sold.
Based on aggregated 13F filings for Q4 2025.