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

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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)
25
Total
Institutional Inflows
(last 12 months)
$21.46M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$34.27M
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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
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%
3/15/2024B. Riley Wealth Advisors Inc.722,062$15.61M0.4%-38.3%10.029%
2/14/2024Vista Investment Management32,431$701K0.3%-25.6%0.450%
2/12/2024Avestar Capital LLC29,796$644K0.1%+24.0%0.414%
2/9/2024UBS Group AG1,138,426$24.61M0.0%+1.1%15.811%
2/7/2024Avantax Advisory Services Inc.10,722$232K0.0%N/A0.149%
2/6/2024Private Advisor Group LLC93,764$2.03M0.0%-26.3%1.302%
2/5/2024 McAdam LLC79,614$1.72M0.1%-5.5%1.106%
2/2/2024Atria Wealth Solutions Inc.9,754$211K0.0%N/A0.135%
1/26/2024Geneos 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%
1/23/2024Advisory 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%
1/12/2024Melone Private Wealth LLC9,562$207K0.1%N/A0.135%
1/12/2024Empirical Asset Management LLC57,560$1.24M1.0%-4.1%0.811%
12/1/2023B. Riley Wealth Advisors Inc.1,170,554$24.72M0.7%+59.5%16.487%
11/15/2023Integrated Wealth Concepts LLC65,555$1.39M0.0%+8.8%0.923%
11/13/2023Vista Investment Management43,574$920K0.4%-10.4%0.614%
11/13/2023LPL Financial LLC248,215$5.24M0.0%+4.8%3.496%
11/13/2023Robertson Stephens Wealth Management LLC45,773$967K0.1%-1.4%0.645%
11/13/2023Envestnet Asset Management Inc.695,030$14.68M0.0%+7.7%9.789%
11/13/2023Kestra Advisory Services LLC69,426$1.47M0.0%-16.5%0.978%
11/9/2023UBS Group AG1,126,459$23.79M0.0%+1.5%15.866%
11/3/2023Private Advisor Group LLC127,301$2.69M0.0%+1.3%1.793%
11/3/2023KCS Wealth Advisory52,038$1.10M0.5%-11.8%0.733%
11/1/2023Verus Capital Partners LLC33,566$709K0.1%-1.7%0.473%
10/31/2023 McAdam LLC84,262$1.78M0.1%-2.7%1.187%
10/30/2023Sandy 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%
10/24/2023 Raymond James & Associates17,424$368K0.0%-3.4%0.239%
10/20/2023Avestar Capital LLC24,025$507K0.1%-23.8%0.329%
10/10/2023 Aprio Wealth Management LLC12,500$264K0.1%-27.7%0.176%
8/15/2023Vista Investment Management48,643$1.02M0.5%-36.9%0.705%
8/15/2023Invenio Wealth Partners LLC10,665$224K0.3%N/A0.155%
8/11/2023Robertson Stephens Wealth Management LLC46,402$975K0.1%+5.7%0.672%
8/11/2023Kestra Advisory Services LLC83,181$1.75M0.0%-44.5%1.206%
8/10/2023Osaic Holdings Inc.249,953$5.25M0.0%-11.3%3.623%
8/10/2023Private Advisor Group LLC125,680$2.68M0.0%+27.1%1.821%
8/10/2023Cetera Advisors LLC39,206$824K0.0%+2.3%0.568%
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8/9/2023Flow Traders U.S. LLC34,030$715K0.0%+29.1%0.493%
8/8/2023Geneos Wealth Management Inc.9,291$195K0.0%-58.7%0.135%
8/4/2023Envestnet Asset Management Inc.645,328$13.57M0.0%-14.1%9.353%
8/3/2023Oppenheimer & Co. Inc.14,245$299K0.0%-11.4%0.206%
8/2/2023 McAdam LLC86,567$1.82M0.2%-4.6%1.273%
8/2/2023Avestar Capital LLC31,536$663K0.1%+2.0%0.464%
8/1/2023Empirical Asset Management LLC64,499$1.36M1.2%+4.5%0.949%
7/31/2023LPL Financial LLC236,769$4.98M0.0%+11.0%3.482%
7/31/2023Verus Capital Partners LLC34,163$718K0.1%-12.6%0.502%
7/27/2023B. 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%
5/17/2023B. Riley Wealth Advisors Inc.796,588$16.55M0.4%-2.0%10.912%
5/12/2023Moloney Securities Asset Management LLC9,646$200K0.0%N/A0.132%
5/11/2023Envestnet Asset Management Inc.751,085$15.60M0.0%-31.5%10.289%
5/11/2023Robertson Stephens Wealth Management LLC43,909$912K0.1%N/A0.601%
5/10/2023Oppenheimer & Co. Inc.16,085$334K0.0%+38.8%0.220%
5/10/2023Private Advisor Group LLC98,854$2.05M0.0%N/A1.354%
5/10/2023Resources Investment Advisors LLC.10,026$208K0.0%N/A0.137%
5/10/2023LPL Financial LLC213,396$4.43M0.0%-5.2%2.923%
5/10/2023WealthPLAN Partners LLC8,272$172K0.0%N/A0.113%
5/9/2023Verus Capital Partners LLC39,103$812K0.1%+3.1%0.536%
5/3/2023Integrated Wealth Concepts LLC55,558$1.15M0.0%+4.5%0.761%
5/2/2023Advisory Alpha LLC52,332$1.09M0.1%-1.1%0.717%
4/25/2023Geneos Wealth Management Inc.22,511$468K0.0%+4.0%0.308%
4/24/2023 McAdam LLC90,740$1.89M0.2%-44.7%1.210%
4/20/2023Avestar Capital LLC30,929$642K0.1%-5.9%0.412%
4/18/2023Empirical 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%
3/15/2023B. Riley Wealth Advisors Inc.812,914$16.80M0.4%-8.4%9.344%
3/6/2023Rockefeller Capital Management L.P.83,916$1.73M0.0%-7.6%0.965%
3/6/2023OLD Mission Capital LLC4,720$98K0.0%N/A0.054%
2/21/2023B. Riley Wealth Advisors Inc.812,914$16.80M0.4%-8.4%9.344%
2/13/2023Integrated Wealth Concepts LLC53,176$1.10M0.0%+19.5%0.611%
2/10/2023Ameritas Advisory Services LLC37,041$766K0.0%+9.6%0.426%
2/10/2023Rehmann Capital Advisory Group15,754$326K0.0%N/A0.181%
2/10/2023Advisor Group Holdings Inc.266,838$5.52M0.0%+24.0%3.067%
2/9/2023HighTower Advisors LLC13,543$280K0.0%N/A0.156%
2/8/2023UBS Group AG1,029,684$21.28M0.0%+719.4%11.835%
2/8/2023Oppenheimer & Co. Inc.11,588$240K0.0%N/A0.133%
2/7/2023Commonwealth Equity Services LLC34,095$704K0.0%-5.0%0.392%
2/7/2023LPL Financial LLC225,052$4.65M0.0%+2.8%2.587%
2/7/2023Envestnet Asset Management Inc.1,097,135$22.68M0.0%+32.4%12.611%
1/31/2023Kestra Advisory Services LLC93,671$1.94M0.0%+11.4%1.018%
1/31/2023Empirical Asset Management LLC114,273$2.36M2.5%-6.7%1.242%
1/31/2023Geneos Wealth Management Inc.21,644$447K0.0%-4.5%0.235%
1/30/2023Advisory Alpha LLC52,903$1.09M0.1%+2.4%0.575%
1/27/2023 McAdam LLC164,071$3.65M0.4%+53.8%1.783%
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1/26/2023Comerica Bank23,410$496K0.0%N/A0.254%
1/25/2023Avaii Wealth Management LLC58,416$1.21M1.1%+3.5%0.635%
1/24/2023Eudaimonia Advisors LLC13,561$280K0.2%-10.1%0.147%
1/24/2023 Park Avenue Securities LLC38,644$799K0.0%N/A0.420%
1/20/2023Avestar Capital LLC32,881$680K0.1%N/A0.357%
1/18/2023Private Advisor Group LLC99,032$1.47B0.1%-1.9%1.076%
1/11/2023 Aprio Wealth Management LLC22,093$457K0.2%-18.6%0.240%
12/5/2022Centaurus Financial Inc.6,070$122K0.0%-57.0%0.077%
11/22/2022B. Riley Wealth Advisors Inc.887,773$17.86M0.5%N/A11.238%
11/15/2022Flow Traders U.S. LLC61,610$1.24M0.1%-33.4%0.780%
(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 UBS Group AG ($24.61M), B. Riley Wealth Management Inc. ($18.54M), B. Riley Wealth Advisors Inc. ($15.61M), Envestnet Asset Management Inc. ($14.68M), Royal Bank of Canada ($11.23M), Stephens Inc. AR ($7.35M), 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 49 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. ($1.32M), Envestnet Asset Management Inc. ($1.12M), UBS Group AG ($932.37K), Stephens Inc. AR ($321.81K), Private Advisor Group LLC ($163.21K), 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 4,942,307 shares in the last 24 months. This purchase volume represents approximately $189.70M in transactions.

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

Of the 32 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: Envestnet Asset Management Inc. ($701.76K), B. Riley Wealth Advisors Inc. ($677.25K), Aprio Wealth Management LLC ($351.80K), Royal Bank of Canada ($256.36K), Alphastar Capital Management LLC ($226.77K), Advisory Alpha LLC ($142.75K), and McAdam LLC ($137.84K).

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

Institutional investors have sold a total of 3,052,585 shares in the last 24 months. This volume of shares sold represents approximately $109.22M in transactions.


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This page (NASDAQ:HYZD) was last updated on 4/25/2024 by MarketBeat.com Staff

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