New Edge Advisors, LLC Wisdomtree Tr Interest Rate He Transaction History

New Edge Advisors, LLC

$18.3 Billion
Q2 2025

A detailed history of New Edge Advisors, LLC transactions in Wisdomtree Tr Interest Rate He stock. As of the latest transaction made, New Edge Advisors, LLC holds 5,225 shares of HYZD stock, worth $117,876. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,225

Holding current value

$117,876

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$21.04 - $22.42 $109,934 - $117,144	5,225 New	5,225 $116,000

Others Institutions Holding HYZD

# of Institutions

Shares Held

5.53M

Call Options Held

Put Options Held

Ubs Group Ag

1.39M
Shares

$31.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.02M
Shares

$23 Million
0.01% of portfolio
Morgan Stanley New York, NY

728K
Shares

$16.4 Million
0.0% of portfolio
National Asset Management, Inc. Boca Raton, FL

451K
Shares

$10.2 Million
0.5% of portfolio
Envestnet Asset Management Inc

335K
Shares

$7.55 Million
0.0% of portfolio

View Full List

About WISDOMTREE TR INTEREST RATE HE

Ticker HYZD
Sector ETFs
Industry ETFs

More about HYZD

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New Edge Advisors, LLC Wisdomtree Tr Interest Rate He Transaction History