Who Owns HYZD?
WisdomTree Interest Rate Hedged High Yield Bond Fund — Institutional Ownership & 13F Holdings
$22.50
-0.09 (-0.38%)
Market Cap
$216.2M
Shares Outstanding
9,940,321
Institutional Holders
54
Total Inst. Value
$85.5M
% of Float Held
—
QoQ Holder Change
+12
Institutional data as of Q1 2025
New Positions
11
Closed Positions
7
Increased
24
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | UBS Group AG | $30.4M | 1,389,892 |
| 2 | MORGAN STANLEY | $16.2M | 740,299 |
| 3 | AMERIPRISE FINANCIAL INC | $5.5M | 252,599 |
| 4 | Equitable Holdings, Inc. | $3.4M | 153,040 |
| 5 | Integrated Wealth Concepts LLC | $3.1M | 140,393 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 115,633 |
| 7 | OSAIC HOLDINGS, INC. | $2.5M | 115,256 |
| 8 | VICUS CAPITAL | $2.4M | 108,129 |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.1M | 95 |
| 10 | Prospera Financial Services Inc | $1.6M | 75,288 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +6K | $30.4M |
| MORGAN STANLEY | +169K | $16.2M |
| AMERIPRISE FINANCIAL INC | +42K | $5.5M |
| Equitable Holdings, Inc. | +53K | $3.4M |
| Integrated Wealth Concepts LLC | +4K | $3.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Kestra Advisory Services, LLC | -30K | $369 |
| JANE STREET GROUP, LLC | -21K | $743K |
| VICUS CAPITAL | -6K | $2.4M |
| RAYMOND JAMES FINANCIAL INC | -6K | $1.3M |
| HCR Wealth Advisors | -5K | $284K |
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Frequently Asked Questions
How many institutional investors hold HYZD?
As of Q1 2025, 54 institutional investors report holding HYZD (WisdomTree Interest Rate Hedged High Yield Bond Fund) in their 13F filings.
Which hedge fund owns the most HYZD?
The largest institutional holder of HYZD is UBS Group AG with $30.4M in shares.
Are institutions buying or selling HYZD?
This quarter, 11 institutions opened new positions in HYZD and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.