Go Pro
→ Trump Takes Emergency Action - Plus Elon Musk's New Venture (From Altimetry) (Ad)tc pixel Free HYZD Stock Alerts

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

WisdomTree Interest Rate Hedged High Yield Bond Fund logo
$22.62 +0.09 (+0.38%)
Closing price 03:59 PM Eastern
Extended Trading
$22.62 0.00 (-0.02%)
As of 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree Interest Rate Hedged High Yield Bond Fund (NASDAQ:HYZD)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$52.28M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$16.70M
Get HYZD Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree Interest Rate Hedged High Yield Bond Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

HYZD Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC32,035$705K0.0%-2.4%0.311%
5/19/2026NewEdge Advisors LLC30,988$682K0.0%-5.6%0.301%
5/13/2026Cetera Investment Advisers191,434$4.21M0.0%+24.4%1.859%
5/5/2026Bank of New York Mellon Corp96,605$2.13M0.0%N/A0.938%
5/1/2026Fifth Third Bancorp8,281$182K0.0%N/A0.083%
4/30/2026 Kestra Advisory Services LLC139,173$3.06M0.0%+7.3%1.392%
4/27/2026 Private Advisor Group LLC16,598$365K0.0%-21.3%0.166%
4/24/2026 Columbia Advisory Partners LLC89,514$1.97M1.3%N/A0.895%
4/23/2026Vicus Capital128,704$2.83M0.2%+9.0%1.287%
4/22/2026Janney Montgomery Scott LLC48,738$1.07M0.0%+10.2%0.487%
4/22/2026 Systelligence LLC354,852$7.81M1.5%N/A3.549%
2/18/2026NewEdge Advisors LLC32,833$740K0.0%-7.3%0.357%
2/17/2026Cetera Investment Advisers153,877$3.47M0.0%-0.3%1.673%
2/17/2026Equitable Holdings Inc.20,339$458K0.0%-76.9%0.221%
2/16/2026MML Investors Services LLC132,566$2.99M0.0%+50.2%1.441%
2/13/2026 Kestra Advisory Services LLC129,689$2.92M0.0%+54.7%1.410%
2/13/2026Stifel Financial Corp60,223$1.36M0.0%+4.1%0.655%
2/13/2026Integrated Wealth Concepts LLC159,503$3.59M0.0%+3.9%1.734%
2/13/2026 Alchemi Wealth LLC16,578$374K0.2%N/A0.180%
2/13/2026Wells Fargo & Company MN11,326$255K0.0%+1,132,500.0%0.123%
2/12/2026Jane Street Group LLC17,240$388K0.0%-37.8%0.187%
2/12/2026 Commonwealth Equity Services LLC21,179$477K0.0%+8.3%0.230%
2/11/2026 Gilpin Wealth Management LLC28,475$642K0.5%N/A0.310%
2/11/2026Janney Montgomery Scott LLC44,244$997K0.0%N/A0.481%
2/11/2026LPL Financial LLC1,481,490$33.38M0.0%+28.2%16.103%
2/11/2026Comprehensive Wealth Management LLC17,129$386K0.2%-11.9%0.186%
2/11/2026Verus Capital Partners LLC11,516$259K0.0%-64.8%0.125%
2/10/2026 Avestar Capital LLC60,298$1.36M0.1%+7.1%0.655%
2/9/2026 Prospera Financial Services Inc70,356$1.59M0.0%-1.1%0.765%
2/6/2026Advisory Alpha LLC56,225$1.27M0.0%+12.1%0.611%
2/6/2026Empirical Asset Management LLC43,999$991K0.1%+15.6%0.478%
1/29/2026UBS Group AG1,517,433$34.19M0.0%+9.5%16.494%
1/26/2026 Private Trust Co. NA6,917$156K0.0%+15.1%0.075%
1/26/2026CWM LLC1,644$37K0.0%N/A0.018%
1/26/2026 Elevation Capital Advisory LLC46,795$1.05M0.4%-79.8%0.509%
1/23/2026 Howard Capital Management Inc.94,915$2.14M0.0%+8.4%1.055%
1/22/2026Vicus Capital118,123$2.66M0.2%+5.0%1.312%
1/20/2026Savvy Advisors Inc.143,014$3.22M0.1%N/A1.589%
1/16/2026 Oregon Pacific Wealth Management LLC20,165$454K0.5%-6.3%0.224%
1/13/2026 Moulton Wealth Management Inc.12,702$286K0.2%N/A0.143%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
1/8/2026 Wealth Enhancement Advisory Services LLC66,985$1.51M0.0%+2.4%0.753%
11/17/2025NewEdge Advisors LLC35,414$796K0.0%+577.8%0.417%
11/17/2025Integrated Wealth Concepts LLC153,518$3.45M0.0%+3.8%1.806%
11/17/2025Ameriprise Financial Inc.75,754$1.70M0.0%+3.5%0.891%
11/14/2025Raymond James Financial Inc.19,953$449K0.0%-69.3%0.235%
11/14/2025Equitable Holdings Inc.87,872$1.98M0.0%-2.1%1.034%
11/13/2025UBS Group AG1,385,502$31.15M0.0%-0.4%16.300%
11/13/2025 Private Advisor Group LLC19,727$443K0.0%-7.8%0.232%
11/12/2025Advisory Alpha LLC50,140$1.13M0.0%+7.5%0.590%
11/12/2025Empirical Asset Management LLC38,070$856K0.1%+6.8%0.448%
11/7/2025 Avestar Capital LLC56,308$1.27M0.1%+2.3%0.662%
11/6/2025 Prospera Financial Services Inc71,163$1.60M0.0%-2.0%0.837%
11/5/2025Envestnet Asset Management Inc.350,027$7.87M0.0%+4.6%4.118%
11/4/2025Comprehensive Wealth Management LLC19,445$437K0.3%-15.4%0.229%
11/4/2025 Howard Capital Management Inc.87,540$1.97M0.0%+128.2%1.030%
11/3/2025AE Wealth Management LLC1,266$28K0.0%N/A0.015%
10/31/2025 B. Riley Wealth Advisors Inc.274,387$6.17M0.3%-39.1%3.267%
10/30/2025 Elevation Capital Advisory LLC231,725$5.21M2.1%N/A2.826%
10/29/2025McAdam LLC50,282$1.13M0.1%-3.1%0.613%
10/29/2025 HHM Wealth Advisors LLC1,656$37K0.0%-84.0%0.020%
10/24/2025Vicus Capital112,475$2.53M0.2%+63.9%1.372%
10/21/2025Global Retirement Partners LLC1,324$30K0.0%+539.6%0.016%
8/19/2025 B. Riley Wealth Advisors Inc.450,516$10.09M0.5%N/A5.703%
8/18/2025Geneos Wealth Management Inc.9,014$202K0.0%+9.3%0.114%
8/15/2025MML Investors Services LLC64,804$1.45M0.0%+42.0%0.820%
8/15/2025Ameriprise Financial Inc.73,226$1.64M0.0%-71.0%0.927%
8/14/2025Raymond James Financial Inc.64,936$1.45M0.0%+6.8%0.822%
8/14/2025NewEdge Advisors LLC5,225$117K0.0%N/A0.066%
8/13/2025 Avestar Capital LLC55,061$1.23M0.1%-11.8%0.697%
8/11/2025 HHM Wealth Advisors LLC10,323$231K0.0%N/A0.131%
8/11/2025 United Advisor Group LLC16,261$364K0.1%-6.9%0.206%
8/8/2025Cetera Investment Advisers16,274$364K0.0%-33.0%0.206%
8/7/2025Verus Capital Partners LLC32,729$733K0.1%+6.4%0.414%
8/6/2025 Prospera Financial Services Inc72,583$1.63M0.0%-3.6%0.919%
8/1/2025 Howard Capital Management Inc.38,354$859K0.0%+5.2%0.485%
8/1/2025Advisory Alpha LLC46,650$1.04M0.0%+2.4%0.591%
8/1/2025Envestnet Asset Management Inc.334,693$7.49M0.0%-32.1%4.237%
7/29/2025 Stephens Inc. AR11,743$263K0.0%N/A0.149%
7/25/2025Atria Wealth Solutions Inc.14,401$323K0.0%+25.1%0.182%
7/21/2025Ameritas Advisory Services LLC2,342$52K0.0%N/A0.030%
7/18/2025Vicus Capital68,604$1.54M0.1%-36.6%0.868%
7/15/2025McAdam LLC51,888$1.16M0.1%-4.2%0.657%
7/15/2025 Oregon Pacific Wealth Management LLC21,547$482K0.5%-3.4%0.273%
7/10/2025 Wealth Enhancement Advisory Services LLC65,124$1.47M0.0%+4.0%0.824%
6/27/2025Goldman Sachs Group Inc.22,342$489K0.0%N/A0.283%
6/13/2025 Optima Capital LLC23,333$511K0.3%N/A0.295%
5/21/2025McAdam LLC54,140$1.19M0.1%-8.4%0.685%
5/21/2025Geneos Wealth Management Inc.8,248$181K0.0%-6.3%0.104%
5/19/2025Jane Street Group LLC33,965$743K0.0%-38.6%0.430%
5/19/2025Advisory Alpha LLC45,572$998K0.0%+6.8%0.577%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
5/16/2025Goldman Sachs Group Inc.22,342$489K0.0%N/A0.283%
5/16/2025Integrated Wealth Concepts LLC140,393$3.07M0.0%+2.7%1.777%
5/15/2025OLD Mission Capital LLC23,388$512K0.0%N/A0.296%
5/14/2025Comerica Bank7,747$170K0.0%+1,145.5%0.098%
5/9/2025Atria Wealth Solutions Inc.11,509$252K0.0%N/A0.146%
5/8/2025Howard Capital Management Inc.36,446$798K0.0%+5.1%0.461%
5/7/2025LPL Financial LLC1,017,141$22.27M0.0%+38.7%12.875%
4/30/2025Moloney Securities Asset Management LLC21,412$469K0.1%+29.4%0.271%
4/29/2025Envestnet Asset Management Inc.492,868$10.79M0.0%-0.6%6.239%
4/28/2025Oregon Pacific Wealth Management LLC22,312$488K0.5%+4.3%0.282%


HYZD Institutional Ownership - Frequently Asked Questions

During the previous two years, 58 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 ($34.19M), LPL Financial LLC ($33.38M), Envestnet Asset Management Inc. ($7.87M), Systelligence LLC ($7.81M), GeoWealth Management LLC ($6.28M), B. Riley Wealth Advisors Inc. ($6.17M), and Cetera Investment Advisers ($4.21M).Learn more on WisdomTree Interest Rate Hedged High Yield Bond Fund's institutional investors.

Of the 52 institutional investors that purchased WisdomTree Interest Rate Hedged High Yield Bond Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($749.20K), Elevation Capital Advisory LLC ($514.07K), B. Riley Wealth Advisors Inc. ($450.52K), Systelligence LLC ($354.85K), GeoWealth Management LLC ($282.35K), Vicus Capital ($174.15K), and Savvy Advisors Inc. ($143.01K).

Institutional investors have bought a total of 2,338,506 shares in the last 24 months. This purchase volume represents approximately $52.28M in transactions.

Of the 18 institutional investors that sold WisdomTree Interest Rate Hedged High Yield Bond Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Elevation Capital Advisory LLC ($184.93K), Ameriprise Financial Inc. ($179.37K), B. Riley Wealth Advisors Inc. ($176.13K), Equitable Holdings Inc. ($69.39K), Raymond James Financial Inc. ($44.98K), Verus Capital Partners LLC ($21.20K), and Jane Street Group LLC ($10.48K).

Institutional investors have sold a total of 743,269 shares in the last 24 months. This volume of shares sold represents approximately $16.70M in transactions.


Related Companies

This page (NASDAQ:HYZD) was last updated on 8/3/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
“The unseen winner of the AI race” is not SpaceX
Marc Chaikin - the analyst who called Nvidia before its historic run - says a tech firm labeled 'the unseen wi...
Chaikin Analytics | Sponsoredtc pixel