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 54 institutions that hold shares in the stock, with a total of 5.15 Million shares, which have been reported (via 13F filing form) to have a value of $116 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,305,630
shares
|
$29.4 Million
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
754,298
shares
|
$17 Million
0.43% of portfolio
|
Q2 2024
Reduced 35.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
593,425
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
571,525
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
569,241
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
185,934
shares
|
$4.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 65.86%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
125,157
shares
|
$2.81 Million
0.04% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
78,577
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.73%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
70,791
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Added 23.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
68,441
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
67,684
shares
|
$1.52 Million
0.16% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
64,374
shares
|
$1.45 Million
0.08% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
57,980
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 340.74%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
52,038
shares
|
$1.17 Million
0.49% of portfolio
|
Q3 2023
Reduced 11.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,399
shares
|
$930,649
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
40,854
shares
|
$918,397
0.03% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
40,137
shares
|
$902,279
0.01% of portfolio
|
Q3 2024
Reduced 94.64%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
34,699
shares
|
$780,033
0.01% of portfolio
|
Q3 2024
Added 19.43%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
33,539
shares
|
$753,956
0.07% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
33,116
shares
|
$744,447
0.0% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
30,557
shares
|
$686,921
0.0% of portfolio
|
Q3 2024
Added 36.65%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
30,447
shares
|
$684,448
0.0% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
30,022
shares
|
$674,894
0.08% of portfolio
|
Q3 2024
Reduced 39.14%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
26,341
shares
|
$592,145
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
26,274
shares
|
$590,639
0.0% of portfolio
|
Q3 2024
Reduced 19.71%
|