WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD)

• Market cap: $175M
• 1 day: 0.32%
• 5 days: 1.22%
• 1 month: -2.43%
• 3 months: -3.95%
• 6 months: -2.61%
• Year to date: -2.87%
• 1 year: -0.60%
• 5 years: 10.12%
• 10 years: -8.88%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $109M [Q3] → $131M (+$22M) [Q4]

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

10% more funds holding

Funds holding: 50 [Q3] → 55 (+5) [Q4]

6.09% more ownership

Funds ownership: 73.77% [Q3] → 79.86% (+6.09%) [Q4]