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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
25,826
shares
|
$579,535
0.03% of portfolio
|
Q3 2024
Reduced 30.89%
|
|
|
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%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
20,315
shares
|
$455,868
0.0% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
18,000
shares
|
$403,920
0.05% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
14,645
shares
|
$328,633
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
14,637
shares
|
$328,454
0.05% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
12,299
shares
|
$275,989
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
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 07, 2024 Q3 2024 |
10,004
shares
|
$224,489
0.12% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
9,527
shares
|
$213,785
0.0% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,459
shares
|
$212,259
0.03% of portfolio
|
Q1 2024
Added 34.05%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
9,416
shares
|
$211,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
8,459
shares
|
$189,819
0.01% of portfolio
|
Q3 2024
Reduced 18.1%
|
|
|
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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,553
shares
|
$79,729
0.0% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,000
shares
|
$44,880
0.01% of portfolio
|
Q1 2021
Added 100.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,621
shares
|
$36,375
0.0% of portfolio
|
Q3 2024
Reduced 10.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,581
shares
|
$35,477
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1,354
shares
|
$30,383
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$24,684
0.01% of portfolio
|
Q1 2023
Added 4682.61%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
917
shares
|
$20,577
0.0% of portfolio
|
Q3 2023
Reduced 0.97%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
622
shares
|
$13,957
0.0% of portfolio
|
Q2 2024
Reduced 20.97%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
339
shares
|
$7,607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
207
shares
|
$4,645
0.0% of portfolio
|
Q2 2024
New holding
|