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 6.23 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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,389,892
shares
|
$30.1 Million
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,017,141
shares
|
$22.1 Million
0.01% of portfolio
|
Q1 2025
Added 38.68%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
740,299
shares
|
$16.1 Million
0.0% of portfolio
|
Q1 2025
Added 29.55%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
591,228
shares
|
$12.8 Million
0.45% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
492,868
shares
|
$10.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
252,599
shares
|
$5.48 Million
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
153,040
shares
|
$3.32 Million
0.03% of portfolio
|
Q1 2025
Added 52.88%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
140,393
shares
|
$3.05 Million
0.04% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
115,633
shares
|
$2.51 Million
0.0% of portfolio
|
Q1 2025
Added 1087.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
115,256
shares
|
$2.5 Million
0.01% of portfolio
|
Q1 2025
Added 260.33%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
108,129
shares
|
$2.35 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
94,624
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2025
Added 12.92%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
75,288
shares
|
$1.63 Million
0.04% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
62,595
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
62,442
shares
|
$1.35 Million
0.13% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
60,781
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
59,081
shares
|
$1.28 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
52,038
shares
|
$1.13 Million
0.49% of portfolio
|
Q3 2023
Reduced 11.77%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
49,231
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
45,636
shares
|
$989,844
0.0% of portfolio
|
Q1 2025
Added 52.17%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
45,572
shares
|
$988,456
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,399
shares
|
$897,944
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
36,446
shares
|
$790,513
0.02% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
36,372
shares
|
$788,908
0.0% of portfolio
|
Q1 2025
Added 79.04%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
35,229
shares
|
$764,117
0.26% of portfolio
|
Q1 2025
Added 9.27%
|