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WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) Institutional Ownership

WisdomTree Interest Rate Hedged High Yield Bond Fund logo
$22.61 +0.02 (+0.11%)
As of 02:41 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Interest Rate Hedged High Yield Bond Fund (NASDAQ:HYZD)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$52.73M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$21.20M
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Skip Chart & View Institutional Buying and Selling Data

HYZD Institutional Buying and Selling by Quarter

WisdomTree Interest Rate Hedged High Yield Bond Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC32,035$705K0.0%-2.4%0.311%
5/19/2026NewEdge Advisors LLC30,988$682K0.0%-5.6%0.301%
5/13/2026Cetera Investment Advisers191,434$4.21M0.0%+24.4%1.859%
5/5/2026Bank of New York Mellon Corp96,605$2.13M0.0%N/A0.938%
5/1/2026Fifth Third Bancorp8,281$182K0.0%N/A0.083%
4/30/2026Kestra Advisory Services LLC139,173$3.06M0.0%+7.3%1.392%
4/27/2026Private Advisor Group LLC16,598$365K0.0%-21.3%0.166%
4/24/2026Columbia Advisory Partners LLC89,514$1.97M1.3%N/A0.895%
4/23/2026Vicus Capital128,704$2.83M0.2%+9.0%1.287%
4/22/2026Janney Montgomery Scott LLC48,738$1.07M0.0%+10.2%0.487%
4/22/2026Systelligence LLC354,852$7.81M1.5%N/A3.549%
2/18/2026NewEdge Advisors LLC32,833$740K0.0%-7.3%0.357%
2/17/2026Cetera Investment Advisers153,877$3.47M0.0%-0.3%1.673%
2/17/2026Equitable Holdings Inc.20,339$458K0.0%-76.9%0.221%
2/16/2026MML Investors Services LLC132,566$2.99M0.0%+50.2%1.441%
2/13/2026Kestra Advisory Services LLC129,689$2.92M0.0%+54.7%1.410%
2/13/2026Stifel Financial Corp60,223$1.36M0.0%+4.1%0.655%
2/13/2026Integrated Wealth Concepts LLC159,503$3.59M0.0%+3.9%1.734%
2/13/2026Alchemi Wealth LLC16,578$374K0.2%N/A0.180%
2/13/2026Wells Fargo & Company MN11,326$255K0.0%+1,132,500.0%0.123%
2/12/2026Jane Street Group LLC17,240$388K0.0%-37.8%0.187%
2/12/2026Commonwealth Equity Services LLC21,179$477K0.0%+8.3%0.230%
2/11/2026Gilpin Wealth Management LLC28,475$642K0.5%N/A0.310%
2/11/2026Janney Montgomery Scott LLC44,244$997K0.0%N/A0.481%
2/11/2026LPL Financial LLC1,481,490$33.38M0.0%+28.2%16.103%
2/11/2026Comprehensive Wealth Management LLC17,129$386K0.2%-11.9%0.186%
2/11/2026Verus Capital Partners LLC11,516$259K0.0%-64.8%0.125%
2/10/2026Avestar Capital LLC60,298$1.36M0.1%+7.1%0.655%
2/9/2026Prospera Financial Services Inc70,356$1.59M0.0%-1.1%0.765%
2/6/2026Advisory Alpha LLC56,225$1.27M0.0%+12.1%0.611%
2/6/2026Empirical Asset Management LLC43,999$991K0.1%+15.6%0.478%
1/29/2026UBS Group AG1,517,433$34.19M0.0%+9.5%16.494%
1/26/2026Private Trust Co. NA6,917$156K0.0%+15.1%0.075%
1/26/2026CWM LLC1,644$37K0.0%N/A0.018%
1/26/2026Elevation Capital Advisory LLC46,795$1.05M0.4%-79.8%0.509%
1/23/2026Howard Capital Management Inc.94,915$2.14M0.0%+8.4%1.055%
1/22/2026Vicus Capital118,123$2.66M0.2%+5.0%1.312%
1/20/2026Savvy Advisors Inc.143,014$3.22M0.1%N/A1.589%
1/16/2026Oregon Pacific Wealth Management LLC20,165$454K0.5%-6.3%0.224%
1/13/2026 Moulton Wealth Management Inc.12,702$286K0.2%N/A0.143%
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1/8/2026Wealth Enhancement Advisory Services LLC66,985$1.51M0.0%+2.4%0.753%
11/17/2025NewEdge Advisors LLC35,414$796K0.0%+577.8%0.417%
11/17/2025Integrated Wealth Concepts LLC153,518$3.45M0.0%+3.8%1.806%
11/17/2025Ameriprise Financial Inc.75,754$1.70M0.0%+3.5%0.891%
11/14/2025Raymond James Financial Inc.19,953$449K0.0%-69.3%0.235%
11/14/2025Equitable Holdings Inc.87,872$1.98M0.0%-2.1%1.034%
11/13/2025UBS Group AG1,385,502$31.15M0.0%-0.4%16.300%
11/13/2025Private Advisor Group LLC19,727$443K0.0%-7.8%0.232%
11/12/2025Advisory Alpha LLC50,140$1.13M0.0%+7.5%0.590%
11/12/2025Empirical Asset Management LLC38,070$856K0.1%+6.8%0.448%
11/7/2025Avestar Capital LLC56,308$1.27M0.1%+2.3%0.662%
11/6/2025Prospera Financial Services Inc71,163$1.60M0.0%-2.0%0.837%
11/5/2025Envestnet Asset Management Inc.350,027$7.87M0.0%+4.6%4.118%
11/4/2025Comprehensive Wealth Management LLC19,445$437K0.3%-15.4%0.229%
11/4/2025Howard Capital Management Inc.87,540$1.97M0.0%+128.2%1.030%
11/3/2025AE Wealth Management LLC1,266$28K0.0%N/A0.015%
10/31/2025B. Riley Wealth Advisors Inc.274,387$6.17M0.3%-39.1%3.267%
10/30/2025Elevation Capital Advisory LLC231,725$5.21M2.1%N/A2.826%
10/29/2025McAdam LLC50,282$1.13M0.1%-3.1%0.613%
10/29/2025HHM Wealth Advisors LLC1,656$37K0.0%-84.0%0.020%
10/24/2025Vicus Capital112,475$2.53M0.2%+63.9%1.372%
10/21/2025Global Retirement Partners LLC1,324$30K0.0%+539.6%0.016%
8/19/2025B. Riley Wealth Advisors Inc.450,516$10.09M0.5%N/A5.703%
8/18/2025Geneos Wealth Management Inc.9,014$202K0.0%+9.3%0.114%
8/15/2025MML Investors Services LLC64,804$1.45M0.0%+42.0%0.820%
8/15/2025Ameriprise Financial Inc.73,226$1.64M0.0%-71.0%0.927%
8/14/2025Raymond James Financial Inc.64,936$1.45M0.0%+6.8%0.822%
8/14/2025NewEdge Advisors LLC5,225$117K0.0%N/A0.066%
8/13/2025Avestar Capital LLC55,061$1.23M0.1%-11.8%0.697%
8/11/2025HHM Wealth Advisors LLC10,323$231K0.0%N/A0.131%
8/11/2025United Advisor Group LLC16,261$364K0.1%-6.9%0.206%
8/8/2025Cetera Investment Advisers16,274$364K0.0%-33.0%0.206%
8/7/2025Verus Capital Partners LLC32,729$733K0.1%+6.4%0.414%
8/6/2025Prospera Financial Services Inc72,583$1.63M0.0%-3.6%0.919%
8/1/2025Howard Capital Management Inc.38,354$859K0.0%+5.2%0.485%
8/1/2025Advisory Alpha LLC46,650$1.04M0.0%+2.4%0.591%
8/1/2025Envestnet Asset Management Inc.334,693$7.49M0.0%-32.1%4.237%
7/29/2025Stephens Inc. AR11,743$263K0.0%N/A0.149%
7/25/2025Atria Wealth Solutions Inc.14,401$323K0.0%+25.1%0.182%
7/21/2025Ameritas Advisory Services LLC2,342$52K0.0%N/A0.030%
7/18/2025Vicus Capital68,604$1.54M0.1%-36.6%0.868%
7/15/2025McAdam LLC51,888$1.16M0.1%-4.2%0.657%
7/15/2025Oregon Pacific Wealth Management LLC21,547$482K0.5%-3.4%0.273%
7/10/2025Wealth Enhancement Advisory Services LLC65,124$1.47M0.0%+4.0%0.824%
6/27/2025Goldman Sachs Group Inc.22,342$489K0.0%N/A0.283%
6/13/2025Optima Capital LLC23,333$511K0.3%N/A0.295%
5/21/2025McAdam LLC54,140$1.19M0.1%-8.4%0.685%
5/21/2025Geneos Wealth Management Inc.8,248$181K0.0%-6.3%0.104%
5/19/2025Jane Street Group LLC33,965$743K0.0%-38.6%0.430%
5/19/2025Advisory Alpha LLC45,572$998K0.0%+6.8%0.577%
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5/16/2025Goldman Sachs Group Inc.22,342$489K0.0%N/A0.283%
5/16/2025Integrated Wealth Concepts LLC140,393$3.07M0.0%+2.7%1.777%
5/15/2025OLD Mission Capital LLC23,388$512K0.0%N/A0.296%
5/14/2025Comerica Bank7,747$170K0.0%+1,145.5%0.098%
5/9/2025Atria Wealth Solutions Inc.11,509$252K0.0%N/A0.146%
5/8/2025Howard Capital Management Inc.36,446$798K0.0%+5.1%0.461%
5/7/2025LPL Financial LLC1,017,141$22.27M0.0%+38.7%12.875%
4/30/2025Moloney Securities Asset Management LLC21,412$469K0.1%+29.4%0.271%
4/29/2025Envestnet Asset Management Inc.492,868$10.79M0.0%-0.6%6.239%
4/28/2025Oregon Pacific Wealth Management LLC22,312$488K0.5%+4.3%0.282%


HYZD Institutional Ownership - Frequently Asked Questions

During the previous two years, 58 institutional investors and hedge funds held shares of WisdomTree Interest Rate Hedged High Yield Bond Fund. The most heavily invested institutionals were UBS Group AG ($34.19M), LPL Financial LLC ($33.38M), Envestnet Asset Management Inc. ($7.87M), Systelligence LLC ($7.81M), GeoWealth Management LLC ($6.28M), B. Riley Wealth Advisors Inc. ($6.17M), and Cetera Investment Advisers ($4.21M).Learn more on WisdomTree Interest Rate Hedged High Yield Bond Fund's institutional investors.

Of the 52 institutional investors that purchased WisdomTree Interest Rate Hedged High Yield Bond Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($749.20K), Elevation Capital Advisory LLC ($514.07K), B. Riley Wealth Advisors Inc. ($450.52K), Systelligence LLC ($354.85K), GeoWealth Management LLC ($282.35K), Vicus Capital ($174.15K), and Savvy Advisors Inc. ($143.01K).

Institutional investors have bought a total of 2,358,469 shares in the last 24 months. This purchase volume represents approximately $52.73M in transactions.

Of the 20 institutional investors that sold WisdomTree Interest Rate Hedged High Yield Bond Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Elevation Capital Advisory LLC ($184.93K), Ameriprise Financial Inc. ($179.37K), B. Riley Wealth Advisors Inc. ($176.13K), Envestnet Asset Management Inc. ($158.18K), Equitable Holdings Inc. ($69.39K), Raymond James Financial Inc. ($44.98K), and Vicus Capital ($39.53K).

Institutional investors have sold a total of 943,986 shares in the last 24 months. This volume of shares sold represents approximately $21.20M in transactions.


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This page (NASDAQ:HYZD) was last updated on 7/14/2026 by MarketBeat.com Staff.
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