Institutional Ownership Wisdomtree Tr Interest Rate He (HYZD)
This table provides information about the institutional ownership of Wisdomtree Tr Interest Rate He (HYZD). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 5.47 Million shares, which have been reported (via 13F filing form) to have a value of $123 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,305,630
shares
|
$29.3 Million
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
624,359
shares
|
$14 Million
0.39% of portfolio
|
Q3 2024
Reduced 17.23%
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
593,425
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
571,525
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Added 12.32%
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
569,241
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.78%
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
282,348
shares
|
$6.34 Million
2.69% of portfolio
|
Q4 2024
New holding
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
185,934
shares
|
$4.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 65.86%
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
125,157
shares
|
$2.81 Million
0.04% of portfolio
|
Q3 2024
Added 5.57%
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
114,049
shares
|
$2.56 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
78,577
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.73%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
70,791
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Added 23.61%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
68,441
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
66,641
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
60,552
shares
|
$1.36 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
59,081
shares
|
$1.33 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
58,071
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
52,038
shares
|
$1.17 Million
0.49% of portfolio
|
Q3 2023
Reduced 11.77%
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
42,681
shares
|
$958,188
0.03% of portfolio
|
Q4 2024
Added 4.47%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,399
shares
|
$929,407
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
40,137
shares
|
$901,075
0.01% of portfolio
|
Q3 2024
Reduced 94.64%
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
34,692
shares
|
$778,835
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
32,240
shares
|
$723,788
0.02% of portfolio
|
Q4 2024
Added 7.39%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
31,986
shares
|
$718,085
0.0% of portfolio
|
Q4 2024
Added 4.68%
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
30,447
shares
|
$683,535
0.0% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
30,302
shares
|
$680,279
0.06% of portfolio
|
Q4 2024
Reduced 9.65%
|