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

WisdomTree Interest Rate Hedged High Yield Bond Fund logo
$22.58 +0.05 (+0.22%)
Closing price 03:59 PM Eastern
Extended Trading
$22.59 +0.01 (+0.04%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
44
Total
Institutional Inflows
(last 12 months)
$54.93M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$21.72M
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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
5/13/2026 Cetera Investment Advisers191,434$4.21M0.0%+24.4%1.859%
5/5/2026 Bank of New York Mellon Corp96,605$2.13M0.0%N/A0.938%
5/1/2026 Fifth Third Bancorp8,281$182K0.0%N/A0.083%
4/30/2026 Kestra Advisory Services LLC139,173$3.06M0.0%+7.3%1.392%
4/27/2026 Private Advisor Group LLC16,598$365K0.0%-21.3%0.166%
4/24/2026 Columbia Advisory Partners LLC89,514$1.97M1.3%N/A0.895%
4/23/2026 Vicus Capital128,704$2.83M0.2%+9.0%1.287%
4/22/2026 Janney Montgomery Scott LLC48,738$1.07M0.0%+10.2%0.487%
4/22/2026 Systelligence LLC354,852$7.81M1.5%N/A3.549%
2/18/2026NewEdge Advisors LLC32,833$740K0.0%-7.3%0.357%
2/17/2026 Cetera Investment Advisers153,877$3.47M0.0%-0.3%1.673%
2/17/2026Equitable Holdings Inc.20,339$458K0.0%-76.9%0.221%
2/16/2026 MML Investors Services LLC132,566$2.99M0.0%+50.2%1.441%
2/13/2026 Kestra Advisory Services LLC129,689$2.92M0.0%+54.7%1.410%
2/13/2026 Stifel Financial Corp60,223$1.36M0.0%+4.1%0.655%
2/13/2026Integrated Wealth Concepts LLC159,503$3.59M0.0%+3.9%1.734%
2/13/2026 Alchemi Wealth LLC16,578$374K0.2%N/A0.180%
2/13/2026 Wells Fargo & Company MN11,326$255K0.0%+1,132,500.0%0.123%
2/12/2026 Jane Street Group LLC17,240$388K0.0%-37.8%0.187%
2/12/2026 Commonwealth Equity Services LLC21,179$477K0.0%+8.3%0.230%
2/11/2026 Gilpin Wealth Management LLC28,475$642K0.5%N/A0.310%
2/11/2026 Janney Montgomery Scott LLC44,244$997K0.0%N/A0.481%
2/11/2026 LPL 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%
2/10/2026 Avestar Capital LLC60,298$1.36M0.1%+7.1%0.655%
2/9/2026 Prospera Financial Services Inc70,356$1.59M0.0%-1.1%0.765%
2/6/2026Advisory Alpha LLC56,225$1.27M0.0%+12.1%0.611%
2/6/2026 Empirical Asset Management LLC43,999$991K0.1%+15.6%0.478%
1/29/2026 UBS Group AG1,517,433$34.19M0.0%+9.5%16.494%
1/26/2026 Private Trust Co. NA6,917$156K0.0%+15.1%0.075%
1/26/2026CWM LLC1,644$37K0.0%N/A0.018%
1/26/2026 Elevation Capital Advisory LLC46,795$1.05M0.4%-79.8%0.509%
1/23/2026 Howard Capital Management Inc.94,915$2.14M0.0%+8.4%1.055%
1/22/2026 Vicus Capital118,123$2.66M0.2%+5.0%1.312%
1/20/2026 Savvy Advisors Inc.143,014$3.22M0.1%N/A1.589%
1/16/2026 Oregon 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%
1/8/2026 Wealth Enhancement Advisory Services LLC66,985$1.51M0.0%+2.4%0.753%
11/17/2025NewEdge Advisors LLC35,414$796K0.0%+577.8%0.417%
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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%
11/13/2025 UBS Group AG1,385,502$31.15M0.0%-0.4%16.300%
11/13/2025 Private Advisor Group LLC19,727$443K0.0%-7.8%0.232%
11/12/2025Advisory Alpha LLC50,140$1.13M0.0%+7.5%0.590%
11/12/2025 Empirical Asset Management LLC38,070$856K0.1%+6.8%0.448%
11/7/2025 Avestar Capital LLC56,308$1.27M0.1%+2.3%0.662%
11/6/2025 Prospera Financial Services Inc71,163$1.60M0.0%-2.0%0.837%
11/5/2025 Envestnet 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%
11/4/2025 Howard Capital Management Inc.87,540$1.97M0.0%+128.2%1.030%
11/3/2025 AE Wealth Management LLC1,266$28K0.0%N/A0.015%
10/31/2025 B. Riley Wealth Advisors Inc.274,387$6.17M0.3%-39.1%3.267%
10/30/2025 Elevation Capital Advisory LLC231,725$5.21M2.1%N/A2.826%
10/29/2025 McAdam LLC50,282$1.13M0.1%-3.1%0.613%
10/29/2025 HHM Wealth Advisors LLC1,656$37K0.0%-84.0%0.020%
10/24/2025 Vicus Capital112,475$2.53M0.2%+63.9%1.372%
10/21/2025Global Retirement Partners LLC1,324$30K0.0%+539.6%0.016%
8/19/2025 B. Riley Wealth Advisors Inc.450,516$10.09M0.5%N/A5.703%
8/18/2025 Geneos Wealth Management Inc.9,014$202K0.0%+9.3%0.114%
8/15/2025 MML 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%
8/13/2025 Avestar Capital LLC55,061$1.23M0.1%-11.8%0.697%
8/11/2025 HHM Wealth Advisors LLC10,323$231K0.0%N/A0.131%
8/11/2025 United Advisor Group LLC16,261$364K0.1%-6.9%0.206%
8/8/2025 Cetera Investment Advisers16,274$364K0.0%-33.0%0.206%
8/7/2025Verus Capital Partners LLC32,729$733K0.1%+6.4%0.414%
8/6/2025 Prospera Financial Services Inc72,583$1.63M0.0%-3.6%0.919%
8/1/2025 Howard Capital Management Inc.38,354$859K0.0%+5.2%0.485%
8/1/2025Advisory Alpha LLC46,650$1.04M0.0%+2.4%0.591%
8/1/2025 Envestnet Asset Management Inc.334,693$7.49M0.0%-32.1%4.237%
7/29/2025 Stephens Inc. AR11,743$263K0.0%N/A0.149%
7/25/2025Atria Wealth Solutions Inc.14,401$323K0.0%+25.1%0.182%
7/21/2025 Ameritas Advisory Services LLC2,342$52K0.0%N/A0.030%
7/18/2025 Vicus Capital68,604$1.54M0.1%-36.6%0.868%
7/15/2025 McAdam LLC51,888$1.16M0.1%-4.2%0.657%
7/15/2025 Oregon Pacific Wealth Management LLC21,547$482K0.5%-3.4%0.273%
7/10/2025 Wealth 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%
6/13/2025 Optima 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%
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%
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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%
4/21/2025United Advisor Group LLC17,459$382K0.1%-21.4%0.216%
4/21/2025HCR Wealth Advisors13,000$285K0.0%-27.8%0.160%


HYZD Institutional Ownership - Frequently Asked Questions

During the previous two years, 59 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: B. Riley Wealth Advisors Inc. ($899.01K), LPL Financial LLC ($749.20K), Kestra Advisory Services LLC ($642.82K), Elevation Capital Advisory LLC ($514.07K), Systelligence LLC ($354.85K), GeoWealth Management LLC ($282.35K), and Vicus Capital ($174.15K).

Institutional investors have bought a total of 2,459,023 shares in the last 24 months. This purchase volume represents approximately $54.93M in transactions.

Of the 21 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 968,142 shares in the last 24 months. This volume of shares sold represents approximately $21.72M in transactions.


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This page (NASDAQ:HYZD) was last updated on 5/14/2026 by MarketBeat.com Staff.
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