WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
58 hedge funds and large institutions have $158M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 8 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 14
8% more capital invested
Capital invested by funds: $146M → $158M (+$11.8M)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
1.04% less ownership
Funds ownership: 72.07% → 71.03% (-1%)
3% less funds holding
Funds holding: 60 → 58 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$7.98M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.49M |
| 3 |
Jane Street
New York
|
+$3.47M |
| 4 |
Bank of New York Mellon
New York
|
+$2.17M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.97M |
| 2 |
MWM
Moulton Wealth Management
Spokane,
Washington
|
-$1.84M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.82M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.22M |
| 5 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$1.05M |
HYZD Hedge Fund Activity: Q1 2026 in Review
58 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q1 2026, worth a combined $158M — up 8.1% from $146M a quarter earlier.
Fund positioning in HYZD was balanced in Q1 2026: 8 funds opened new positions, 8 closed out, 25 added to existing stakes and 14 trimmed.
The largest buyer was Systelligence LLC, opening a new position worth an estimated $7.98M. The largest seller was MML Investors Services, cutting an estimated $1.97M.
- 58 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q1 2026, down from 60 in Q4 2025.
- Funds reported $158M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q1 2026, up 8.1% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q1 2026 and 8 closed out, a net change of 0 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q1 2026 was Systelligence LLC, an estimated $7.98M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q1 2026 was MML Investors Services, an estimated $1.97M sold.
Based on aggregated 13F filings for Q1 2026.