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WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) Institutional Ownership

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$22.10
+0.02 (+0.09%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree Interest Rate Hedged High Yield Bond Fund (NASDAQ:HYZD)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$37.47M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$19.95M
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HYZD Institutional Buying and Selling by Quarter

WisdomTree Interest Rate Hedged High Yield Bond Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 B. Riley Wealth Advisors Inc.1,170,554$24.72M0.6%+62.1%15.202%
5/15/2024 Kestra Advisory Services LLC687,065$15.14M0.1%+590.0%8.923%
5/7/2024 Verus Capital Partners LLC33,238$732K0.1%-2.4%0.432%
5/7/2024 Oppenheimer & Co. Inc.14,288$315K0.0%+44.6%0.186%
5/6/2024 Advisory Alpha LLC49,248$1.09M0.0%+2.8%0.640%
5/2/2024 Moloney Securities Asset Management LLC11,772$259K0.0%+14.8%0.155%
5/1/2024 Retirement Group LLC4,975$110K0.0%+696.0%0.065%
4/30/2024 Private Advisor Group LLC38,259$843K0.0%-59.2%0.503%
4/30/2024Commonwealth Equity Services LLC50,791$1.12M0.0%+15.1%0.668%
4/25/2024 Eudaimonia Advisors LLC11,104$245K0.1%N/A0.144%
4/23/2024 McAdam LLC77,431$1.71M0.1%-2.7%1.006%
4/23/2024 Strategic Blueprint LLC9,744$215K0.0%N/A0.127%
3/15/2024 B. Riley Wealth Advisors Inc.722,062$15.61M0.4%-38.3%10.029%
2/14/2024 Vista Investment Management32,431$701K0.3%-25.6%0.450%
2/12/2024 Avestar Capital LLC29,796$644K0.1%+24.0%0.414%
2/9/2024 UBS Group AG1,138,426$24.61M0.0%+1.1%15.811%
2/7/2024 Avantax Advisory Services Inc.10,722$232K0.0%N/A0.149%
2/6/2024 Private Advisor Group LLC93,764$2.03M0.0%-26.3%1.302%
2/5/2024 McAdam LLC79,614$1.72M0.1%-5.5%1.106%
2/2/2024 Atria Wealth Solutions Inc.9,754$211K0.0%N/A0.135%
1/26/2024 Geneos Wealth Management Inc.11,436$247K0.0%+26.5%0.159%
1/24/2024 Stratos Wealth Partners LTD.31,487$681K0.0%-3.1%0.437%
1/23/2024 Advisory Alpha LLC47,897$1.04M0.0%-4.0%0.665%
1/16/2024 Raymond James Financial Services Advisors Inc.40,338$872K0.0%-8.3%0.568%
1/12/2024 Melone Private Wealth LLC9,562$207K0.1%N/A0.135%
1/12/2024 Empirical Asset Management LLC57,560$1.24M1.0%-4.1%0.811%
12/1/2023 B. Riley Wealth Advisors Inc.1,170,554$24.72M0.7%+59.5%16.487%
11/15/2023 Integrated Wealth Concepts LLC65,555$1.39M0.0%+8.8%0.923%
11/13/2023 Vista Investment Management43,574$920K0.4%-10.4%0.614%
11/13/2023 LPL Financial LLC248,215$5.24M0.0%+4.8%3.496%
11/13/2023 Robertson Stephens Wealth Management LLC45,773$967K0.1%-1.4%0.645%
11/13/2023 Envestnet Asset Management Inc.695,030$14.68M0.0%+7.7%9.789%
11/13/2023 Kestra Advisory Services LLC69,426$1.47M0.0%-16.5%0.978%
11/9/2023 UBS Group AG1,126,459$23.79M0.0%+1.5%15.866%
11/3/2023 Private Advisor Group LLC127,301$2.69M0.0%+1.3%1.793%
11/3/2023KCS Wealth Advisory52,038$1.10M0.5%-11.8%0.733%
11/1/2023 Verus Capital Partners LLC33,566$709K0.1%-1.7%0.473%
10/31/2023 McAdam LLC84,262$1.78M0.1%-2.7%1.187%
10/30/2023 Sandy Spring Bank2,445$52K0.0%N/A0.034%
10/24/2023 Raymond James Financial Services Advisors Inc.43,984$929K0.0%+3.5%0.603%
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10/24/2023 Raymond James & Associates17,424$368K0.0%-3.4%0.239%
10/20/2023 Avestar Capital LLC24,025$507K0.1%-23.8%0.329%
10/10/2023 Aprio Wealth Management LLC12,500$264K0.1%-27.7%0.176%
8/15/2023 Vista Investment Management48,643$1.02M0.5%-36.9%0.705%
8/15/2023 Invenio Wealth Partners LLC10,665$224K0.3%N/A0.155%
8/11/2023 Robertson Stephens Wealth Management LLC46,402$975K0.1%+5.7%0.672%
8/11/2023 Kestra Advisory Services LLC83,181$1.75M0.0%-44.5%1.206%
8/10/2023 Osaic Holdings Inc.249,953$5.25M0.0%-11.3%3.623%
8/10/2023 Private Advisor Group LLC125,680$2.68M0.0%+27.1%1.821%
8/10/2023 Cetera Advisors LLC39,206$824K0.0%+2.3%0.568%
8/9/2023 Flow Traders U.S. LLC34,030$715K0.0%+29.1%0.493%
8/8/2023 Geneos Wealth Management Inc.9,291$195K0.0%-58.7%0.135%
8/4/2023 Envestnet Asset Management Inc.645,328$13.57M0.0%-14.1%9.353%
8/3/2023 Oppenheimer & Co. Inc.14,245$299K0.0%-11.4%0.206%
8/2/2023 McAdam LLC86,567$1.82M0.2%-4.6%1.273%
8/2/2023 Avestar Capital LLC31,536$663K0.1%+2.0%0.464%
8/1/2023 Empirical Asset Management LLC64,499$1.36M1.2%+4.5%0.949%
7/31/2023 LPL Financial LLC236,769$4.98M0.0%+11.0%3.482%
7/31/2023 Verus Capital Partners LLC34,163$718K0.1%-12.6%0.502%
7/27/2023 B. Riley Wealth Advisors Inc.733,871$15.43M0.3%-7.9%10.792%
7/18/2023 Stratos Wealth Partners LTD.32,155$676K0.0%-7.3%0.473%
7/18/2023KCS Wealth Advisory58,981$1.24M0.4%+2.1%0.867%
7/13/2023 Aprio Wealth Management LLC17,300$364K0.1%-10.4%0.254%
5/17/2023 B. Riley Wealth Advisors Inc.796,588$16.55M0.4%-2.0%10.912%
5/12/2023 Moloney Securities Asset Management LLC9,646$200K0.0%N/A0.132%
5/11/2023 Envestnet Asset Management Inc.751,085$15.60M0.0%-31.5%10.289%
5/11/2023 Robertson Stephens Wealth Management LLC43,909$912K0.1%N/A0.601%
5/10/2023 Oppenheimer & Co. Inc.16,085$334K0.0%+38.8%0.220%
5/10/2023 Private Advisor Group LLC98,854$2.05M0.0%N/A1.354%
5/10/2023 Resources Investment Advisors LLC.10,026$208K0.0%N/A0.137%
5/10/2023 LPL Financial LLC213,396$4.43M0.0%-5.2%2.923%
5/10/2023 WealthPLAN Partners LLC8,272$172K0.0%N/A0.113%
5/9/2023 Verus Capital Partners LLC39,103$812K0.1%+3.1%0.536%
5/3/2023 Integrated Wealth Concepts LLC55,558$1.15M0.0%+4.5%0.761%
5/2/2023 Advisory Alpha LLC52,332$1.09M0.1%-1.1%0.717%
4/25/2023 Geneos Wealth Management Inc.22,511$468K0.0%+4.0%0.308%
4/24/2023 McAdam LLC90,740$1.89M0.2%-44.7%1.210%
4/20/2023 Avestar Capital LLC30,929$642K0.1%-5.9%0.412%
4/18/2023 Empirical Asset Management LLC61,728$1.28M1.2%-46.0%0.823%
4/18/2023KCS Wealth Advisory57,788$1.20M0.5%N/A0.771%
4/14/2023 Aprio Wealth Management LLC19,303$401K0.1%-12.6%0.247%
3/15/2023 B. Riley Wealth Advisors Inc.812,914$16.80M0.4%-8.4%9.344%
3/6/2023 Rockefeller Capital Management L.P.83,916$1.73M0.0%-7.6%0.965%
3/6/2023 OLD Mission Capital LLC4,720$98K0.0%N/A0.054%
2/21/2023 B. Riley Wealth Advisors Inc.812,914$16.80M0.4%-8.4%9.344%
2/13/2023 Integrated Wealth Concepts LLC53,176$1.10M0.0%+19.5%0.611%
2/10/2023 Ameritas Advisory Services LLC37,041$766K0.0%+9.6%0.426%
2/10/2023 Rehmann Capital Advisory Group15,754$326K0.0%N/A0.181%
2/10/2023 Advisor Group Holdings Inc.266,838$5.52M0.0%+24.0%3.067%
2/9/2023 HighTower Advisors LLC13,543$280K0.0%N/A0.156%
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2/8/2023 UBS Group AG1,029,684$21.28M0.0%+719.4%11.835%
2/8/2023 Oppenheimer & Co. Inc.11,588$240K0.0%N/A0.133%
2/7/2023Commonwealth Equity Services LLC34,095$704K0.0%-5.0%0.392%
2/7/2023 LPL Financial LLC225,052$4.65M0.0%+2.8%2.587%
2/7/2023 Envestnet Asset Management Inc.1,097,135$22.68M0.0%+32.4%12.611%
1/31/2023 Kestra Advisory Services LLC93,671$1.94M0.0%+11.4%1.018%
1/31/2023 Empirical Asset Management LLC114,273$2.36M2.5%-6.7%1.242%
1/31/2023 Geneos Wealth Management Inc.21,644$447K0.0%-4.5%0.235%
1/30/2023 Advisory Alpha LLC52,903$1.09M0.1%+2.4%0.575%
1/27/2023 McAdam LLC164,071$3.65M0.4%+53.8%1.783%
(Data available from 1/1/2016 forward)

HYZD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HYZD shares?

During the previous two years, 56 institutional investors and hedge funds held shares of WisdomTree Interest Rate Hedged High Yield Bond Fund. The most heavily invested institutionals were B. Riley Wealth Advisors Inc. ($24.72M), UBS Group AG ($24.61M), B. Riley Wealth Management Inc. ($18.54M), Kestra Advisory Services LLC ($15.14M), Envestnet Asset Management Inc. ($14.68M), Royal Bank of Canada ($11.23M), and Advisor Group Holdings Inc. ($5.52M).Learn more on HYZD's institutional investors.

Which institutional investors have been buying WisdomTree Interest Rate Hedged High Yield Bond Fund stock?

Of the 48 institutional investors that purchased WisdomTree Interest Rate Hedged High Yield Bond Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: B. Riley Wealth Advisors Inc. ($1.77M), Envestnet Asset Management Inc. ($1.12M), UBS Group AG ($932.37K), Kestra Advisory Services LLC ($664.90K), Private Advisor Group LLC ($128.05K), Cetera Investment Advisers ($106.50K), and Flow Traders U.S. LLC ($77.76K).

How much institutional buying is happening at WisdomTree Interest Rate Hedged High Yield Bond Fund?

Institutional investors have bought a total of 5,476,750 shares in the last 24 months. This purchase volume represents approximately $190.14M in transactions.

Which WisdomTree Interest Rate Hedged High Yield Bond Fund major shareholders have been selling company stock?

Of the 31 institutional investors that sold WisdomTree Interest Rate Hedged High Yield Bond Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: B. Riley Wealth Advisors Inc. ($677.25K), Envestnet Asset Management Inc. ($494.14K), Aprio Wealth Management LLC ($351.80K), Royal Bank of Canada ($256.36K), McAdam LLC ($137.84K), Private Advisor Group LLC ($122.83K), and Kestra Advisory Services LLC ($80.48K).

How much institutional selling is happening at WisdomTree Interest Rate Hedged High Yield Bond Fund?

Institutional investors have sold a total of 2,510,711 shares in the last 24 months. This volume of shares sold represents approximately $84.24M in transactions.


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This page (NASDAQ:HYZD) was last updated on 5/18/2024 by MarketBeat.com Staff

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