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 6 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,383,427
shares
|
$31.2 Million
0.01% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
733,434
shares
|
$16.5 Million
0.01% of portfolio
|
Q4 2024
Added 23.59%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
624,359
shares
|
$14.1 Million
0.39% of portfolio
|
Q3 2024
Reduced 17.23%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
571,428
shares
|
$12.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
495,922
shares
|
$11.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
282,348
shares
|
$6.37 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
282,348
shares
|
$6.37 Million
2.69% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
210,502
shares
|
$4.75 Million
0.0% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
136,664
shares
|
$3.08 Million
0.04% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
114,049
shares
|
$2.57 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
100,107
shares
|
$2.26 Million
0.02% of portfolio
|
Q4 2024
Added 27.4%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
83,799
shares
|
$1.89 Million
0.0% of portfolio
|
Q4 2024
Added 18.38%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
71,631
shares
|
$1.62 Million
0.04% of portfolio
|
Q4 2024
Added 389.12%
|
|
|
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
|
$1.37 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
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
55,273
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
52,038
shares
|
$1.17 Million
0.49% of portfolio
|
Q3 2023
Reduced 11.77%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
49,962
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
46,391
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
42,681
shares
|
$962,883
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
|
$933,961
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
34,692
shares
|
$782,651
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
32,240
shares
|
$727,334
0.02% of portfolio
|
Q4 2024
Added 7.39%
|