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

WisdomTree Interest Rate Hedged High Yield Bond Fund logo
$22.41 -0.05 (-0.22%)
(As of 11/15/2024 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)
20
Total
Institutional Inflows
(last 12 months)
$36.61M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$22.92M
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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
11/15/2024MML Investors Services LLC30,447$674K0.0%-9.2%0.454%
11/15/2024 Stifel Financial Corp20,315$450K0.0%-5.3%0.303%
11/15/2024 Integrated Wealth Concepts LLC125,157$2.77M0.0%+5.6%1.868%
11/13/2024 Avestar Capital LLC67,684$1.50M0.2%-11.4%1.010%
11/8/2024 Prospera Financial Services Inc14,645$324K0.0%N/A0.219%
11/6/2024 Oppenheimer & Co. Inc.9,527$211K0.0%-4.9%0.142%
10/30/2024 Moloney 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%
10/22/2024 McAdam LLC64,374$1.43M0.1%-15.1%0.961%
10/22/2024 Private Advisor Group LLC33,116$733K0.0%-5.6%0.494%
10/11/2024 Empirical Asset Management LLC30,022$665K0.1%-39.1%0.448%
10/3/2024 Duncan Williams Asset Management LLC26,341$583K0.3%N/A0.393%
8/21/2024 Advisory 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%
8/8/2024 Envestnet Asset Management Inc.645,265$14.11M0.0%-1.7%8.273%
8/6/2024 Howard Capital Management Inc.29,055$635K0.1%+13.5%0.373%
8/5/2024 Private Advisor Group LLC35,097$767K0.0%-8.3%0.450%
7/31/2024Commonwealth Equity Services LLC57,268$1.25M0.0%+12.8%0.734%
7/30/2024 Moloney Securities Asset Management LLC13,582$297K0.0%+15.4%0.174%
7/24/2024 McAdam 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%
5/15/2024 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%
5/1/2024Retirement 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%
4/25/2024Eudaimonia 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%
3/15/2024B. 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%
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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%
1/24/2024Stratos 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%
1/16/2024Raymond 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%
1/12/2024 Empirical 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%
11/15/2023 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%
10/24/2023Raymond James Financial Services Advisors Inc.43,984$929K0.0%+3.5%0.603%
10/24/2023Raymond 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%
8/10/2023Cetera 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%
7/27/2023B. Riley Wealth Advisors Inc.733,871$15.43M0.3%-7.9%10.792%
7/18/2023Stratos 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%
5/12/2023 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%
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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%
(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, 52 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 Advisors Inc. ($16.49M), Kestra Advisory Services LLC ($15.14M), Envestnet Asset Management Inc. ($14.11M), Advisor Group Holdings Inc. ($5.52M), Osaic Holdings Inc. ($5.25M), and LPL Financial LLC ($5.24M).Learn more on HYZD's institutional investors.

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

Of the 43 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), UBS Group AG ($932.37K), Kestra Advisory Services LLC ($597.07K), Envestnet Asset Management Inc. ($317.90K), Private Advisor Group LLC ($127.30K), KCS Wealth Advisory ($58.98K), and Wealth Enhancement Advisory Services LLC ($57.98K).

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

Institutional investors have bought a total of 4,423,005 shares in the last 24 months. This purchase volume represents approximately $145.72M in transactions.

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

Of the 27 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. ($1.09M), Envestnet Asset Management Inc. ($462.76K), McAdam LLC ($99.70K), Private Advisor Group LLC ($96.15K), Empirical Asset Management LLC ($82.50K), Kestra Advisory Services LLC ($80.48K), and Vista Investment Management ($44.67K).

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

Institutional investors have sold a total of 2,109,055 shares in the last 24 months. This volume of shares sold represents approximately $59.22M in transactions.


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This page (NASDAQ:HYZD) was last updated on 11/17/2024 by MarketBeat.com Staff
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