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 61 institutions that hold shares in the stock, with a total of 5.78 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,391,370
shares
|
$31.1 Million
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,020,860
shares
|
$22.8 Million
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
740,299
shares
|
$16.6 Million
0.0% of portfolio
|
Q1 2025
Added 29.55%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
591,228
shares
|
$13.2 Million
0.45% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
334,693
shares
|
$7.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
153,040
shares
|
$3.42 Million
0.03% of portfolio
|
Q1 2025
Added 52.88%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
147,849
shares
|
$3.31 Million
0.04% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
124,716
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2025
Added 31.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
84,661
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
73,226
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 71.01%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
72,583
shares
|
$1.62 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
68,604
shares
|
$1.53 Million
0.13% of portfolio
|
Q2 2025
Reduced 36.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
65,124
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
64,936
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
64,804
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 42.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
58,268
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 60.2%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
55,061
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
52,038
shares
|
$1.16 Million
0.49% of portfolio
|
Q3 2023
Reduced 11.77%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
51,888
shares
|
$1.16 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
46,650
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,399
shares
|
$926,095
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
38,687
shares
|
$865,428
0.03% of portfolio
|
Q2 2025
Reduced 21.42%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
38,354
shares
|
$857,978
0.01% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
35,660
shares
|
$797,714
0.25% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
32,729
shares
|
$732,147
0.06% of portfolio
|
Q2 2025
Added 6.38%
|