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 63 institutions that hold shares in the stock, with a total of 5.89 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,385,502
shares
|
$31.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,156,009
shares
|
$25.9 Million
0.01% of portfolio
|
Q3 2025
Added 13.24%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
722,213
shares
|
$16.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
350,027
shares
|
$7.85 Million
0.0% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
274,387
shares
|
$6.16 Million
0.06% of portfolio
|
Q3 2025
Reduced 39.09%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
231,725
shares
|
$5.2 Million
2.08% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
154,341
shares
|
$3.46 Million
0.0% of portfolio
|
Q3 2025
Added 848.39%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
153,518
shares
|
$3.44 Million
0.03% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
112,475
shares
|
$2.52 Million
0.2% of portfolio
|
Q3 2025
Added 63.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
88,255
shares
|
$1.98 Million
0.01% of portfolio
|
Q3 2025
Added 36.19%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
87,872
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
87,540
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2025
Added 128.24%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
83,845
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2025
Added 486.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
75,754
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
71,163
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
65,445
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
59,589
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
57,857
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
56,308
shares
|
$1.26 Million
0.09% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
52,038
shares
|
$1.17 Million
0.49% of portfolio
|
Q3 2023
Reduced 11.77%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
50,282
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
50,140
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,399
shares
|
$928,993
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
38,070
shares
|
$854,290
0.24% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
35,414
shares
|
$794,690
0.0% of portfolio
|
Q3 2025
Added 577.78%
|
|