WISDOMTREE INTEREST RATE HED HYZD
$22.54
-0.0% 52w: $20.94 – $22.58
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data20.9421.7622.58
Jun 20, 2025 Jul 2, 2026
Institutional holders
58
-2 QoQ
13F value
$157.9M
+8.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HYZD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.6M | $36.0M | 0.0% | +10.5% |
| UBS Group AG | Bank broker | 1.6M | $34.8M | 0.0% | +4.1% |
| MORGAN STANLEY | Bank broker | 689.8K | $15.2M | 0.0% | -2.9% |
| Systelligence, LLC | Wealth advisor | 354.9K | $7.8M | 1.5% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 335.2K | $7.4M | 0.0% | -19.5% |
| B. Riley Wealth Advisors, Inc. | Diversified mechanical | 272.7K | $6.0M | 0.4% | +1.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 219.4K | $4.8M | 0.0% | +70.6% |
| Cetera Investment Advisers | Wealth advisor | 191.4K | $4.2M | 0.0% | +24.4% |
| JANE STREET GROUP, LLC | Market maker | 171.5K | $3.8M | 0.0% | +894.6% |
| Integrated Wealth Concepts LLC | Wealth advisor | 170.0K | $3.7M | 0.0% | +6.6% |
| Savvy Advisors, Inc. | Wealth advisor | 160.5K | $3.5M | 0.1% | +12.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 139.2K | $3.1M | 0.0% | +7.3% |
| VICUS CAPITAL | Wealth advisor | 128.7K | $2.8M | 0.2% | +9.0% |
| Howard Capital Management Inc. | Wealth advisor | 102.9K | $2.3M | 0.0% | +8.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 96.6K | $2.1M | 0.0% | New |
| COLUMBIA ADVISORY PARTNERS LLC | Wealth advisor | 89.5K | $2.0M | 1.3% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 74.3K | $1.6M | 0.0% | +24.1% |
| Prospera Financial Services Inc | Diversified mechanical | 69.7K | $1.5M | 0.0% | -0.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 65.4K | $1.4M | 0.0% | -1.5% |
| Advisory Alpha, LLC | Wealth advisor | 62.6K | $1.4M | 0.0% | +11.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 60.9K | $1.3M | 0.0% | +1.1% |
| Avestar Capital, LLC | Other | 60.1K | $1.3M | 0.1% | -0.4% |
| McAdam, LLC | Wealth advisor | 49.4K | $1.1M | 0.0% | +1.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 48.7K | $1.1M | 0.0% | +10.2% |
| Empirical Asset Management, LLC | Wealth advisor | 45.6K | $1.0M | 0.3% | +3.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 44.9K | $988K | 0.0% | -66.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 32.0K | $705K | 0.0% | -2.4% |
| GILPIN WEALTH MANAGEMENT, LLC | Wealth advisor | 28.5K | $627K | 0.5% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 19.8K | $435K | 0.0% | -6.7% |
| Equitable Holdings, Inc. | Wealth advisor | 17.2K | $387K | 0.0% | -15.6% |
| Private Advisor Group, LLC | Wealth advisor | 16.6K | $365K | 0.0% | -21.3% |
| Duncan Williams Asset Management, LLC | Wealth advisor | 15.7K | $346K | 0.1% | -32.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 15.0K | $329K | 0.0% | +19.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 12.6K | $282K | 0.0% | -81.2% |
| STEPHENS INC /AR/ | Diversified mechanical | 11.7K | $258K | 0.0% | Held |
| CWM, LLC | Wealth advisor | 11.5K | $254K | 0.0% | +601.2% |
| VERUS CAPITAL PARTNERS, LLC | Other | 11.5K | $253K | 0.0% | -0.3% |
| Melone Private Wealth, LLC | Wealth advisor | 11.0K | $241K | 0.1% | +1.4% |
| FLOW TRADERS U.S. LLC | Market maker | 10.6K | $234K | 0.0% | New |
| Geneos Wealth Management Inc. | Wealth advisor | 9.2K | $202K | 0.0% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 8.3K | $182K | 0.0% | New |
| PRIVATE TRUST CO NA | Diversified mechanical | 6.9K | $152K | 0.0% | Held |
| JCSD Capital, LLC | Other | 3.2K | $71K | 0.1% | New |
| JPMORGAN CHASE & CO | Bank broker | 2.8K | $61K | 0.0% | +68.4% |
| HHM Wealth Advisors, LLC | Wealth advisor | 1.7K | $36K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 1.4K | $30K | 0.0% | Held |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.1K | $25K | 0.0% | New |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 933 | $20K | 0.0% | Held |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 887 | $20K | 0.0% | Held |
| SBI Securities Co., Ltd. | Diversified mechanical | 829 | $18K | 0.0% | +3.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.