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 5.67 Million shares, which have been reported (via 13F filing form) to have a value of $127 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 |
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,776
shares
|
$576,609
0.0% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
22,995
shares
|
$514,398
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
21,547
shares
|
$482,006
0.46% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
21,406
shares
|
$478,852
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
21,377
shares
|
$478,203
0.07% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
17,781
shares
|
$397,760
0.0% of portfolio
|
Q2 2025
Reduced 23.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
16,274
shares
|
$364,049
0.0% of portfolio
|
Q2 2025
Reduced 33.03%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
16,261
shares
|
$363,758
0.07% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,401
shares
|
$322,150
0.01% of portfolio
|
Q2 2025
Added 25.13%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,304
shares
|
$319,980
0.0% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
12,778
shares
|
$285,843
0.0% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
11,743
shares
|
$262,690
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,104
shares
|
$248,396
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
10,482
shares
|
$234,482
0.12% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
10,323
shares
|
$230,925
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
8,248
shares
|
$184,507
0.01% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
7,859
shares
|
$175,805
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
6,012
shares
|
$134,488
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
5,225
shares
|
$116,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,975
shares
|
$111,290
0.04% of portfolio
|
Q1 2024
Added 696.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,600
shares
|
$102,902
0.0% of portfolio
|
Q2 2020
Added 0.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,121
shares
|
$69,816
0.0% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,342
shares
|
$52,390
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,000
shares
|
$44,740
0.01% of portfolio
|
Q1 2021
Added 100.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,120
shares
|
$25,054
0.01% of portfolio
|
Q2 2025
Reduced 17.28%
|