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 64 institutions that hold shares in the stock, with a total of 6.27 Million shares, which have been reported (via 13F filing form) to have a value of $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
33,965
shares
|
$736,700
0.0% of portfolio
|
Q1 2025
Reduced 38.55%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
30,766
shares
|
$667,314
0.06% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
26,181
shares
|
$567,865
0.21% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,776
shares
|
$559,081
0.0% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
24,302
shares
|
$527,110
0.0% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
23,388
shares
|
$507,285
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
22,342
shares
|
$484,597
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
22,312
shares
|
$483,947
0.49% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
21,412
shares
|
$464,426
0.07% of portfolio
|
Q1 2025
Added 29.42%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
21,184
shares
|
$459,480
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
17,459
shares
|
$378,685
0.08% of portfolio
|
Q1 2025
Reduced 21.37%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
16,858
shares
|
$365,650
0.0% of portfolio
|
Q1 2025
Reduced 63.66%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
14,800
shares
|
$321,012
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
13,000
shares
|
$281,970
0.04% of portfolio
|
Q1 2025
Reduced 27.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
11,522
shares
|
$249,912
0.0% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
11,509
shares
|
$249,630
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,104
shares
|
$240,845
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
10,320
shares
|
$223,840
0.12% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
8,248
shares
|
$178,899
0.0% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,747
shares
|
$168,032
0.0% of portfolio
|
Q1 2025
Added 1145.5%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,012
shares
|
$130,400
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,975
shares
|
$107,907
0.04% of portfolio
|
Q1 2024
Added 696.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,600
shares
|
$99,774
0.0% of portfolio
|
Q2 2020
Added 0.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,198
shares
|
$69,364
0.0% of portfolio
|
Q1 2025
Added 32.53%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,000
shares
|
$43,380
0.01% of portfolio
|
Q1 2021
Added 100.0%
|