WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD • NASDAQ
WisdomTree Interest Rate Hedged High Yield Bond Fund is an exchange-traded fund on NASDAQ. As of Q3 2025, 55 institutional investors hold shares in this ETF, with total holdings valued at $128.8M. UBS Group AG is the largest holder with a position valued at $31.1M.
Overview
Overview of institutional ownership in HYZD as of Q3 2025
All Institutions
- Institutions
- 55
- Value Held
- $128.8M
- Shares Held
- 5.7M
- Avg Position
- $2.3M
- Median Position
- $483.8K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in HYZD as of Q3 2025
| Institution | Position Value |
|---|---|
 UBS Group AG Institution | $31.1M 0.01% of portfolio |
L LPL Financial LLC Institution | $26.0M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $16.2M 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $7.9M 0.00% of portfolio |
 National Asset Management, Inc. RIA/Wealth | $6.2M 0.30% of portfolio |
E Elevation Capital Advisory, LLC RIA/Wealth | $5.2M 2.08% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $3.5M 0.00% of portfolio |
 Integrated Wealth Concepts LLC RIA/Wealth | $3.5M 0.03% of portfolio |
 PFG Financial Advisors RIA/Wealth | $2.5M 0.19% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $2.0M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for HYZD in Q3 2025
- Traded
- +$7.3M
- Buyers
- 26
- Sellers
- 27
- Total Bought
- +$17.6M
- Total Sold
- −$10.3M
- Avg Position
- $2.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
E Elevation Capital Advisory, LLC RIA/Wealth | +$5.2M +231.7K shares |
Cetera Investment Advisers RIA/Wealth | +$3.1M +138.1K shares |
L LPL Financial LLC Institution | +$3.0M +135.1K shares |
 Kestra Advisory Services, LLC RIA/Wealth | +$1.6M +69.5K shares |
 Howard Capital Management Inc. Long Only Manager | +$1.1M +49.2K shares |
PFG Financial Advisors RIA/Wealth | +$986.2K +43.9K shares |
 Goss Wealth Management LLC RIA/Wealth | +$678.7K +30.2K shares |
J JANE STREET GROUP, LLC Institution | +$623.2K +27.7K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$527.2K +23.5K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$344.7K +15.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
National Asset Management, Inc. RIA/Wealth | −$4.0M −176.1K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$2.4M −105.2K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$1.0M −45.0K shares |
 WEDBUSH MORGAN SECURITIES INC RIA/Wealth | −$866.1K −38.7K shares |
A Advisor Group Holdings, Inc. Institution | −$621.8K −27.7K shares |
O OLD MISSION CAPITAL LLC Institution | −$398.1K −17.8K shares |
 HHM Wealth Advisors, LLC RIA/Wealth | −$194.8K −8.7K shares |
 United Advisor Group, LLC RIA/Wealth | −$158.3K −7.0K shares |
UBS Group AG Institution | −$131.9K −5.9K shares |
MORGAN STANLEY RIA/Wealth | −$120.5K −5.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited HYZD in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 5
- Exited Value
- $1.4M
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
WEDBUSH MORGAN SECURITIES INC RIA/Wealth | $866.1K 38.7K shares |
O OLD MISSION CAPITAL LLC Institution | $398.1K 17.8K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $52.4K 2.3K shares |
 Cherry Tree Wealth Management, LLC RIA/Wealth | $25.1K 1.1K shares |
 BANK OF AMERICA CORP /DE/ Institution | $9.7K 435.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in HYZD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with HYZD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
E Elevation Capital Advisory, LLC RIA/Wealth | 2.08% $5.2M |
 Oregon Pacific Wealth Management, LLC RIA/Wealth | 0.47% $483.8K |
 Comprehensive Wealth Management, LLC RIA/Wealth | 0.31% $437.1K |
National Asset Management, Inc. RIA/Wealth | 0.30% $6.2M |
 Empirical Asset Management, LLC RIA/Wealth | 0.24% $855.8K |
PFG Financial Advisors RIA/Wealth | 0.19% $2.5M |
 Duncan Williams Asset Management, LLC RIA/Wealth | 0.15% $525.8K |
 Melone Private Wealth, LLC RIA/Wealth | 0.11% $239.2K |
 Avestar Capital, LLC RIA/Wealth | 0.09% $1.3M |
M Moloney Securities Asset Management, LLC RIA/Wealth | 0.06% $488.1K |