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 |
|---|---|---|---|---|---|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
32,718
shares
|
$734,191
0.06% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
27,724
shares
|
$622,126
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,776
shares
|
$578,413
0.0% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
23,391
shares
|
$524,894
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
21,713
shares
|
$487,239
0.06% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
21,523
shares
|
$482,976
0.42% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
19,953
shares
|
$447,745
0.0% of portfolio
|
Q3 2025
Reduced 69.27%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
19,727
shares
|
$442,673
0.0% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
19,561
shares
|
$438,948
0.0% of portfolio
|
Q3 2025
Reduced 84.32%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
19,445
shares
|
$436,345
0.34% of portfolio
|
Q3 2025
Reduced 15.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,401
shares
|
$323,158
0.01% of portfolio
|
Q2 2025
Added 25.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
11,760
shares
|
$263,894
0.0% of portfolio
|
Q3 2025
Reduced 7.97%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
11,743
shares
|
$263,512
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,104
shares
|
$249,173
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Melone Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
10,639
shares
|
$238,739
0.11% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
9,221
shares
|
$206,919
0.03% of portfolio
|
Q3 2025
Reduced 43.29%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
8,838
shares
|
$198,324
0.01% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
7,965
shares
|
$178,734
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,012
shares
|
$134,909
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,975
shares
|
$111,639
0.04% of portfolio
|
Q1 2024
Added 696.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,600
shares
|
$103,224
0.0% of portfolio
|
Q2 2020
Added 0.02%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,000
shares
|
$44,880
0.01% of portfolio
|
Q1 2021
Added 100.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,656
shares
|
$37,160
0.0% of portfolio
|
Q3 2025
Reduced 83.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,413
shares
|
$31,707
0.0% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,324
shares
|
$29,710
0.0% of portfolio
|
Q3 2025
Added 539.61%
|
|