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

WisdomTree Interest Rate Hedged High Yield Bond Fund logo
$22.40 -0.01 (-0.04%)
Closing price 03:59 PM Eastern
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$22.42 +0.02 (+0.09%)
As of 04:04 PM Eastern
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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)
$36.76M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$17.46M
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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
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%
6/13/2025Optima 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%
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%
4/21/2025United Advisor Group LLC17,459$382K0.1%-21.4%0.216%
4/21/2025HCR Wealth Advisors13,000$285K0.0%-27.8%0.160%
4/17/2025Vicus Capital108,129$2.37M0.2%-5.2%1.319%
3/17/2025 Wealth Enhancement Advisory Services LLC62,683$1.39M0.0%+8.1%0.804%
2/25/2025B. Riley Wealth Advisors Inc.591,228$13.15M0.4%-5.3%7.580%
2/24/2025United Advisor Group LLC22,203$494K0.1%N/A0.285%
2/17/2025Cetera Investment Advisers23,869$531K0.0%-9.2%0.306%
2/17/2025Ameriprise Financial Inc.210,502$4.68M0.0%+13.2%2.699%
2/14/2025Jane Street Group LLC55,273$1.23M0.0%N/A0.709%
2/14/2025Integrated Wealth Concepts LLC136,664$3.04M0.0%+9.2%1.752%
2/14/2025GeoWealth Management LLC282,348$6.28M0.2%N/A3.620%
2/13/2025Raymond James Financial Inc.66,641$1.48M0.0%N/A0.854%
2/13/2025Envestnet Asset Management Inc.495,922$11.03M0.0%-12.9%6.358%
2/11/2025LPL Financial LLC733,434$16.31M0.0%+23.6%9.403%
2/10/2025Commonwealth Equity Services LLC83,799$1.86M0.0%+18.4%1.074%
2/7/2025Elevation Capital Advisory LLC282,348$6.28M2.7%N/A3.620%
2/6/2025Raymond James Financial Inc.66,641$1.48M0.0%N/A0.854%
2/5/2025Private Trust Co. NA6,012$134K0.0%N/A0.077%
2/5/2025Verus Capital Partners LLC30,302$674K0.1%-9.7%0.388%
2/3/2025Private Advisor Group LLC20,768$462K0.0%-37.3%0.266%
1/30/2025Legacy Capital Wealth Partners LLC14,800$329K0.1%N/A0.190%
1/30/2025Vicus Capital114,049$2.54M0.2%N/A1.462%
1/29/2025Avestar Capital LLC60,552$1.35M0.1%-10.5%0.776%
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1/28/2025Moloney Securities Asset Management LLC16,545$368K0.0%+13.0%0.212%
1/24/2025Oregon Pacific Wealth Management LLC21,388$476K0.5%N/A0.281%
1/24/2025McAdam LLC59,081$1.31M0.1%-8.2%0.777%
1/17/2025Advisory Alpha LLC42,681$949K0.0%+4.5%0.577%
1/15/2025Empirical Asset Management LLC32,240$717K0.0%+7.4%0.436%
12/13/2024B. Riley Wealth Advisors Inc.624,359$13.82M0.4%-17.2%9.319%
11/15/2024MML Investors Services LLC30,447$674K0.0%-9.2%0.454%
11/15/2024Stifel Financial Corp20,315$450K0.0%-5.3%0.303%
11/15/2024Integrated Wealth Concepts LLC125,157$2.77M0.0%+5.6%1.868%
11/13/2024Avestar Capital LLC67,684$1.50M0.2%-11.4%1.010%
11/8/2024Prospera Financial Services Inc14,645$324K0.0%N/A0.219%
11/6/2024Oppenheimer & Co. Inc.9,527$211K0.0%-4.9%0.142%
10/30/2024Moloney Securities Asset Management LLC14,637$324K0.0%+7.8%0.218%
10/24/2024 Wealth Enhancement Advisory Services LLC57,980$1.28M0.0%+340.7%0.865%
10/22/2024McAdam LLC64,374$1.43M0.1%-15.1%0.961%
10/22/2024Private Advisor Group LLC33,116$733K0.0%-5.6%0.494%
10/11/2024Empirical Asset Management LLC30,022$665K0.1%-39.1%0.448%
10/3/2024Duncan Williams Asset Management LLC26,341$583K0.3%N/A0.393%
8/21/2024Advisory Alpha LLC45,540$996K0.0%-7.5%0.584%
8/19/2024B. Riley Wealth Advisors Inc.754,298$16.49M0.4%-35.6%9.670%
8/8/2024Envestnet Asset Management Inc.645,265$14.11M0.0%-1.7%8.273%
8/6/2024Howard Capital Management Inc.29,055$635K0.1%+13.5%0.373%
8/5/2024Private Advisor Group LLC35,097$767K0.0%-8.3%0.450%
7/31/2024Commonwealth Equity Services LLC57,268$1.25M0.0%+12.8%0.734%
7/30/2024Moloney Securities Asset Management LLC13,582$297K0.0%+15.4%0.174%
7/24/2024McAdam LLC75,828$1.66M0.1%-2.1%0.972%
7/16/2024 Wealth Enhancement Advisory Services LLC13,155$288K0.0%N/A0.169%
5/24/2024Cetera Advisors LLC27,844$613K0.0%-17.3%0.362%
5/16/2024B. Riley Wealth Advisors Inc.1,170,554$24.72M0.6%+62.1%15.202%
5/15/2024Kestra Advisory Services LLC687,065$15.14M0.1%+590.0%8.923%
5/7/2024Verus Capital Partners LLC33,238$732K0.1%-2.4%0.432%
5/7/2024Oppenheimer & Co. Inc.14,288$315K0.0%+44.6%0.186%
5/6/2024Advisory Alpha LLC49,248$1.09M0.0%+2.8%0.640%
5/2/2024Moloney Securities Asset Management LLC11,772$259K0.0%+14.8%0.155%
5/1/2024Retirement Group LLC4,975$110K0.0%+696.0%0.065%
4/30/2024Private Advisor Group LLC38,259$843K0.0%-59.2%0.503%
4/30/2024Commonwealth Equity Services LLC50,791$1.12M0.0%+15.1%0.668%
4/25/2024Eudaimonia Advisors LLC11,104$245K0.1%N/A0.144%
4/23/2024McAdam LLC77,431$1.71M0.1%-2.7%1.006%
4/23/2024Strategic 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%
2/5/2024McAdam 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%
1/24/2024Stratos Wealth Partners LTD.31,487$681K0.0%-3.1%0.437%
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1/23/2024Advisory Alpha LLC47,897$1.04M0.0%-4.0%0.665%
1/16/2024Raymond 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%
1/12/2024Empirical 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%
(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), LPL Financial LLC ($22.27M), Kestra Advisory Services LLC ($15.14M), B. Riley Wealth Advisors Inc. ($13.15M), Envestnet Asset Management Inc. ($10.79M), GeoWealth Management LLC ($6.28M), and Elevation Capital Advisory LLC ($6.28M).Learn more on WisdomTree Interest Rate Hedged High Yield Bond Fund's institutional investors.

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

Of the 45 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: B. Riley Wealth Advisors Inc. ($885.18K), Kestra Advisory Services LLC ($587.49K), LPL Financial LLC ($458.54K), GeoWealth Management LLC ($282.35K), Elevation Capital Advisory LLC ($282.35K), Raymond James Financial Inc. ($133.28K), and Vicus Capital ($114.05K).

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

Institutional investors have bought a total of 1,660,262 shares in the last 24 months. This purchase volume represents approximately $36.76M in transactions.

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

Of the 17 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: B. Riley Wealth Advisors Inc. ($579.33K), Envestnet Asset Management Inc. ($87.33K), McAdam LLC ($23.29K), Jane Street Group LLC ($21.31K), Empirical Asset Management LLC ($19.31K), Private Advisor Group LLC ($17.49K), and Avestar Capital LLC ($15.87K).

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

Institutional investors have sold a total of 794,206 shares in the last 24 months. This volume of shares sold represents approximately $17.46M in transactions.


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This page (NASDAQ:HYZD) was last updated on 7/14/2025 by MarketBeat.com Staff
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