S&P 500   4,397.94
DOW   34,265.37
QQQ   351.69
S&P 500   4,397.94
DOW   34,265.37
QQQ   351.69
S&P 500   4,397.94
DOW   34,265.37
QQQ   351.69
S&P 500   4,397.94
DOW   34,265.37
QQQ   351.69
NASDAQ:HYZD

WisdomTree Interest Rate Hedged High Yield Bond Fund Institutional Ownership

$21.97
-0.06 (-0.27%)
(As of 01/21/2022 04:00 PM ET)
Add
Compare
Today's Range
$21.95
$22.10
50-Day Range
$21.78
$22.30
52-Week Range
$21.61
$23.01
Volume
163,674 shs
Average Volume
162,620 shs
Market Capitalization
$215.31 million
P/E Ratio
N/A
Dividend Yield
4.06%
Beta
N/A

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

Number of
Institutional Buyers
(last 12 months)
36

Total
Institutional Inflows
(last 12 months)
$66.27 M

Number of
Institutional Sellers
(last 12 months)
13

Total
Institutional Outflows
(last 12 months)
$26.09 M

Skip Chart & View Institutional Buying and Selling Data

Institutional Buying and Selling by Quarter

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WisdomTree Interest Rate Hedged High Yield Bond Fund (NASDAQ HYZD) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/20/2022Kestra Advisory Services LLC20,609$0.46M0.0%+7.9%0.210%
1/14/2022Stratos Wealth Partners LTD.53,659$1.20M0.0%+5.0%0.531%
1/12/2022IFP Advisors Inc2,749$61K0.0%-63.9%0.029%
1/7/2022McAdam LLC164,071$3.65M0.4%-3.1%1.709%
12/8/2021Moors & Cabot Inc.110,000$0.12M0.0%N/A1.146%
11/16/2021UBS Group AG34,212$0.76M0.0%-4.3%0.407%
11/16/2021LPL Financial LLC449,297$9.99M0.0%+397.4%5.349%
11/16/2021MML Investors Services LLC28,635$0.64M0.0%+7.4%0.341%
11/16/2021Citadel Advisors LLC103,419$2.30M0.0%-9.1%1.231%
11/15/2021Flow Traders U.S. LLC18,649$0.42M0.0%-70.2%0.222%
11/15/2021Royal Bank of Canada359,560$7.99M0.0%+96.6%4.280%
11/15/2021Morgan Stanley593,128$13.19M0.0%+40.9%7.061%
11/12/2021Ameritas Investment Company LLC19,375$0.43M0.0%+11.7%0.231%
11/12/2021Centaurus Financial Inc.26,329$0.59M0.0%-4.4%0.313%
11/12/2021Bank of Nova Scotia28,775$0.64M0.0%N/A0.343%
11/12/2021B. Riley Wealth Management Inc.829,359$18.44M1.4%+6.5%9.873%
11/9/2021Geneos Wealth Management Inc.13,400$0.30M0.0%+19.1%0.161%
11/9/2021Advisory Alpha LLC44,239$0.98M0.1%N/A0.540%
11/5/2021Moors & Cabot Inc.110,000$0.12M0.0%N/A1.325%
11/5/2021Advisor Group Holdings Inc.233,465$5.19M0.0%+7.8%2.813%
11/2/2021Alphastar Capital Management LLC287,951$6.42M0.4%+6.8%3.469%
11/2/2021Raymond James & Associates64,319$1.43M0.0%N/A0.775%
10/28/2021New England Investment & Retirement Group Inc.107,994$2.40M0.6%+8.9%1.317%
10/25/2021Eudaimonia Partners LLC66,557$1.48M0.3%N/A0.812%
10/19/2021Stratos Wealth Partners LTD.51,099$1.14M0.0%+1.2%0.623%
10/15/2021NEXT Financial Group Inc8,819$0.20M0.0%+9.9%0.109%
10/6/2021IFP Advisors Inc7,607$0.17M0.0%-34.6%0.094%
10/5/2021McAdam LLC169,276$3.76M0.4%-3.2%2.090%
8/24/2021Flow Traders U.S. LLC62,496$1.39M0.1%+37.3%0.833%
8/23/2021Morgan Stanley420,870$9.37M0.0%+266.0%5.612%
8/17/2021Retirement Group LLC2,375$53K0.0%-32.5%0.032%
8/17/2021Citadel Advisors LLC113,811$2.54M0.0%-53.3%1.517%
8/16/2021Ameritas Investment Company LLC17,347$0.39M0.0%+606.3%0.231%
8/16/2021Bank of America Corp DE103,947$2.31M0.0%+1.2%1.386%
8/16/2021Royal Bank of Canada182,925$4.07M0.0%+16,002.6%2.439%
8/16/2021Morgan Stanley420,870$9.37M0.0%+266.0%5.612%
8/16/2021First Heartland Consultants Inc.25,632$0.57M0.1%N/A0.342%
8/16/2021MML Investors Services LLC26,650$0.59M0.0%-6.8%0.355%
8/13/2021LPL Financial LLC90,335$2.01M0.0%+3.7%1.204%
8/12/2021B. Riley Wealth Management Inc.779,073$17.35M1.9%+6.4%10.388%
8/12/2021Strategic Blueprint LLC4,252$95K0.0%N/A0.057%
8/10/2021Centaurus Financial Inc.27,542$0.61M0.1%-2.6%0.383%
8/5/2021Sowell Financial Services LLC31,897$0.71M0.0%+104.6%0.443%
8/2/2021Advisor Group Holdings Inc.216,645$4.82M0.0%+8.9%3.095%
8/2/2021McAdam LLC174,911$3.87M0.4%-4.2%2.499%
7/31/2021New England Investment & Retirement Group Inc.99,124$2.21M0.5%+2.1%1.416%
7/31/2021AlphaStar Capital Management LLC269,599$6M0.8%+3.0%3.851%
7/31/2021IFP Advisors Inc11,633$0.26M0.0%+961.4%0.166%
7/19/2021Stratos Wealth Partners LTD.50,504$1.12M0.0%-4.1%0.732%
5/18/2021Flow Traders U.S. LLC45,531$1.01M0.1%+29.4%0.711%
5/18/2021Morgan Stanley115,002$2.54M0.0%+122.3%1.797%
5/18/2021Citadel Advisors LLC243,560$5.39M0.0%-58.1%3.690%
5/18/2021Jane Street Group LLC75,821$1.68M0.0%+211.5%1.223%
5/18/2021Ameritas Investment Company LLC2,456$54K0.0%N/A0.040%
5/17/2021Ameriprise Financial Inc.51,268$1.14M0.0%+200.7%0.827%
5/17/2021BlueCrest Capital Management Ltd304,705$6.74M0.1%N/A4.915%
5/14/2021MML Investors Services LLC28,601$0.63M0.0%+45.3%0.461%
5/13/2021RMR Wealth Builders2,331$52K0.0%N/A0.038%
5/12/2021Vista Investment Management111,841$2.47M1.5%+3.9%1.804%
5/3/2021AlphaStar Capital Management LLC261,827$5.79M0.9%+8.6%4.223%
4/30/2021Wealthcare Advisory Partners LLC4,240$94K0.0%N/A0.068%
4/28/2021New England Investment & Retirement Group Inc.97,102$2.15M0.5%N/A1.566%
4/27/2021Stratos Wealth Partners LTD.52,646$1.17M0.0%+3.3%0.849%
4/26/2021McAdam LLC182,494$4.04M0.6%-3.4%2.943%
4/1/2021M&R Capital Management Inc.2,000$44K0.0%+100.0%0.033%
3/30/2021Koshinski Asset Management Inc.2,972$0.86M0.1%N/A0.049%
3/26/2021Susquehanna International Group LLP55,173$1.20M0.0%-12.2%0.904%
2/23/2021UBP Investment Advisors SA16,350$0.36M0.2%N/A0.292%
2/22/2021Retirement Group LLC3,520$76K0.0%N/A0.063%
2/18/2021Eudaimonia Partners LLC3,411$74K0.0%+142.8%0.061%
2/17/2021Jane Street Group LLC24,340$0.53M0.0%-90.0%0.443%
2/12/2021LPL Financial LLC48,849$1.07M0.0%+86.5%0.888%
2/9/2021Wells Fargo & Company MN25,915$0.57M0.0%-8.2%0.471%
2/5/2021Koshinski Asset Management Inc.2,972$0.86M0.1%N/A0.054%
2/5/2021NEXT Financial Group Inc8,009$0.18M0.0%+28.2%0.146%
2/5/2021HCR Wealth Advisors21,500$0.47M0.1%+16.2%0.391%
2/5/2021US Bancorp DE9,163$0.20M0.0%N/A0.167%
2/2/2021Koshinski Asset Management Inc.2,972$0.86M0.2%N/A0.054%
1/27/2021AlphaStar Capital Management LLC241,001$5.27M0.9%-0.4%4.463%
1/25/2021IFP Advisors Inc22,896$0.50M0.0%N/A0.424%
1/25/2021Centaurus Financial Inc.28,037$0.61M0.1%-74.5%0.519%
1/13/2021Sowell Financial Services LLC15,464$0.34M0.0%+1,072.4%0.292%
1/12/2021McAdam LLC188,833$4.12M0.6%-57.1%3.563%
11/23/2020Eudaimonia Partners LLC1,405$29K0.0%-73.3%0.027%
11/17/2020Jane Street Group LLC242,699$5.04M0.0%+35.1%4.184%
11/13/2020Morgan Stanley61,931$1.29M0.0%+46.4%1.068%
11/9/2020LPL Financial LLC26,191$0.54M0.0%-6.3%0.437%
11/5/2020Wells Fargo & Company MN28,237$0.59M0.0%-15.1%0.471%
11/4/2020Raymond James Financial Services Advisors Inc.25,000$0.52M0.0%N/A0.417%
11/3/202020 20 Capital Management Inc.31,247$0.65M0.2%-5.6%0.521%
10/29/2020Stratos Wealth Partners LTD.51,141$1.06M0.0%+36.3%0.852%
10/28/2020AlphaStar Capital Management LLC241,915$5.10M1.0%+14.0%4.032%
10/27/2020Dynamic Advisor Solutions LLC9,710$0.20M0.0%N/A0.162%
10/22/2020NEXT Financial Group Inc6,246$0.13M0.0%N/A0.104%
8/17/2020Jane Street Group LLC179,644$3.62M0.0%-82.1%2.994%
8/17/2020Private Advisor Group LLC9,039$0.18M0.0%-11.1%0.151%
8/14/2020Bank of America Corp DE175,560$3.54M0.0%-10.8%2.926%
8/14/2020Flow Traders U.S. LLC127,893$2.58M0.2%-51.6%2.132%
8/14/2020Advisor Group Holdings Inc.150,149$3.03M0.0%-4.4%2.502%
8/11/202020 20 Capital Management Inc.33,117$0.69M0.3%-25.3%0.552%
(Data available from 1/1/2016 forward)













WisdomTree Interest Rate Hedged High Yield Bond Fund (NASDAQ:HYZD) Institutional Ownership Frequently Asked Questions

Who are the institutional owners of WisdomTree Interest Rate Hedged High Yield Bond Fund?

During the previous two years, 65 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 Management Inc. ($18.44M), Morgan Stanley ($13.19M), LPL Financial LLC ($9.99M), Royal Bank of Canada ($7.99M), BlueCrest Capital Management Ltd ($6.74M), Barber Financial Group Inc. ($6.66M), and Alphastar Capital Management LLC ($6.42M).Learn more on HYZD's institutional investors

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

Of the 56 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: Morgan Stanley ($1.06M), Jane Street Group LLC ($1.04M), Envestnet Asset Management Inc. ($0.69M), LPL Financial LLC ($0.38M), Royal Bank of Canada ($0.36M), BlueCrest Capital Management Ltd ($0.30M), and Moors & Cabot Inc. ($0.22M).

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

Institutional investors have bought a total of 5,818,799 shares in the last 24 months. This purchase volume represents approximately $187.72M in transactions.

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

Of the 33 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: Jane Street Group LLC ($1.08M), Envestnet Asset Management Inc. ($0.59M), Citadel Advisors LLC ($0.48M), McAdam LLC ($0.28M), Flow Traders U.S. LLC ($0.18M), Ameritas Investment Company LLC ($0.17M), and Royal Bank of Canada ($0.16M).

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

Institutional investors have sold a total of 3,794,432 shares in the last 24 months. This volume of shares sold represents approximately $140.10M in transactions.

This page was last updated on 1/23/2022 by MarketBeat.com Staff

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