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 6.05 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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
1,354
shares
|
$30,180
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
1,100
shares
|
$24,519
0.01% of portfolio
|
Q1 2023
Added 4682.61%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
933
shares
|
$20,796
0.0% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
689
shares
|
$15,357
0.0% of portfolio
|
Q4 2024
Reduced 92.72%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
622
shares
|
$13,864
0.0% of portfolio
|
Q2 2024
Reduced 20.97%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
487
shares
|
$10,855
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
347
shares
|
$7,734
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
207
shares
|
$4,614
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
200
shares
|
$4,458
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
51
shares
|
$1,136
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|