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

WisdomTree Interest Rate Hedged High Yield Bond Fund logo
$22.47 +0.02 (+0.09%)
Closing price 03:59 PM Eastern
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$22.46 -0.01 (-0.04%)
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)
30
Total
Institutional Inflows
(last 12 months)
$37.15M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$22.05M
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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
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%
8/8/2025 Cetera Investment Advisers16,274$364K0.0%-33.0%0.206%
8/7/2025 Verus 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%
8/1/2025 Advisory Alpha LLC46,650$1.04M0.0%+2.4%0.591%
8/1/2025 Envestnet Asset Management Inc.334,693$7.49M0.0%-32.1%4.237%
7/29/2025 Stephens Inc. AR11,743$263K0.0%N/A0.149%
7/25/2025 Atria Wealth Solutions Inc.14,401$323K0.0%+25.1%0.182%
7/21/2025 Ameritas Advisory Services LLC2,342$52K0.0%N/A0.030%
7/18/2025 Vicus Capital68,604$1.54M0.1%-36.6%0.868%
7/15/2025 McAdam 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%
5/21/2025 McAdam 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%
5/19/2025 Advisory 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%
5/9/2025 Atria Wealth Solutions Inc.11,509$252K0.0%N/A0.146%
5/8/2025 Howard Capital Management Inc.36,446$798K0.0%+5.1%0.461%
5/7/2025 LPL Financial LLC1,017,141$22.27M0.0%+38.7%12.875%
4/30/2025 Moloney Securities Asset Management LLC21,412$469K0.1%+29.4%0.271%
4/29/2025 Envestnet Asset Management Inc.492,868$10.79M0.0%-0.6%6.239%
4/28/2025 Oregon Pacific Wealth Management LLC22,312$488K0.5%+4.3%0.282%
4/21/2025 United Advisor Group LLC17,459$382K0.1%-21.4%0.216%
4/21/2025 HCR Wealth Advisors13,000$285K0.0%-27.8%0.160%
4/17/2025 Vicus 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%
2/24/2025 United Advisor Group LLC22,203$494K0.1%N/A0.285%
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2/17/2025 Cetera 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%
2/14/2025 GeoWealth Management LLC282,348$6.28M0.2%N/A3.620%
2/13/2025Raymond James Financial Inc.66,641$1.48M0.0%N/A0.854%
2/13/2025 Envestnet Asset Management Inc.495,922$11.03M0.0%-12.9%6.358%
2/11/2025 LPL Financial LLC733,434$16.31M0.0%+23.6%9.403%
2/10/2025 Commonwealth Equity Services LLC83,799$1.86M0.0%+18.4%1.074%
2/7/2025 Elevation Capital Advisory LLC282,348$6.28M2.7%N/A3.620%
2/6/2025Raymond James Financial Inc.66,641$1.48M0.0%N/A0.854%
2/5/2025 Private Trust Co. NA6,012$134K0.0%N/A0.077%
2/5/2025 Verus Capital Partners LLC30,302$674K0.1%-9.7%0.388%
2/3/2025 Private Advisor Group LLC20,768$462K0.0%-37.3%0.266%
1/30/2025 Legacy Capital Wealth Partners LLC14,800$329K0.1%N/A0.190%
1/30/2025 Vicus Capital114,049$2.54M0.2%N/A1.462%
1/29/2025 Avestar Capital LLC60,552$1.35M0.1%-10.5%0.776%
1/28/2025 Moloney Securities Asset Management LLC16,545$368K0.0%+13.0%0.212%
1/24/2025 Oregon Pacific Wealth Management LLC21,388$476K0.5%N/A0.281%
1/24/2025 McAdam LLC59,081$1.31M0.1%-8.2%0.777%
1/17/2025 Advisory Alpha LLC42,681$949K0.0%+4.5%0.577%
1/15/2025 Empirical 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%
11/13/2024 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%
7/31/2024 Commonwealth 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%
5/15/2024Kestra 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%
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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%
4/30/2024 Commonwealth 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%
2/14/2024Vista Investment Management32,431$701K0.3%-25.6%0.450%
2/12/2024 Avestar Capital LLC29,796$644K0.1%+24.0%0.414%
(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, 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 ($24.61M), LPL Financial LLC ($22.27M), Kestra Advisory Services LLC ($15.14M), B. Riley Wealth Advisors Inc. ($13.15M), Envestnet Asset Management Inc. ($7.49M), 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 46 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 ($435.16K), Elevation Capital Advisory LLC ($282.35K), GeoWealth Management LLC ($282.35K), Raymond James Financial Inc. ($137.44K), 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 1,676,986 shares in the last 24 months. This purchase volume represents approximately $37.15M in transactions.

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

Of the 19 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. ($234.55K), Vicus Capital ($45.45K), McAdam LLC ($23.94K), Avestar Capital LLC ($23.25K), Jane Street Group LLC ($21.31K), and Empirical Asset Management LLC ($19.31K).

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

Institutional investors have sold a total of 998,517 shares in the last 24 months. This volume of shares sold represents approximately $22.05M in transactions.


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This page (NASDAQ:HYZD) was last updated on 8/14/2025 by MarketBeat.com Staff
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