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

• Market cap: $166M
• 1 day: 0.00%
• 5 days: 0.27%
• 1 month: -0.22%
• 3 months: 0.90%
• 6 months: 1.77%
• Year to date: 0.40%
• 1 year: 3.71%
• 5 years: -3.70%
• 10 years: -3.03%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

6% less funds holding

Funds holding: 53 [Q2] → 50 (-3) [Q3]

13.69% less ownership

Funds ownership: 87.45% [Q2] → 73.77% (-13.69%) [Q3]

26% less capital invested

Capital invested by funds: $147M [Q2] → $109M (-$37.8M) [Q3]

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8