Wisdomtree Interest Rate HedHYZDETF
13F holders, Q2 2026 (June 30)58holders
8new positions
7sold out
$22.51avg. 13F price*
At the end of Q2 2026, 58 institutions reported holding Wisdomtree Interest Rate Hed (HYZD) in their 13F filings, unchanged from Q1 2026. 8 opened new positions and 7 sold out. The largest holders were UBS Group AG ($39.1M), LPL Financial LLC ($38.9M) and Morgan Stanley ($15.7M).
- Company
- Wisdomtree Interest Rate Hed
- CUSIP
- 97717W430
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $7.3M |
| Exits | 7 | $3.8M |
All 13F filers, Q1 2026 → Q2 2026: 942,230 shares bought and 423,027 shares sold, net +519,203 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| UBS Group AG | 0.01% | Add +10.0% | 1,738,524 | $39.1M |
| LPL Financial LLC | 0.01% | Add +5.5% | 1,726,486 | $38.9M |
| Morgan Stanley | 0.00% | Add +1.2% | 698,232 | $15.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 338,740 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Add +46.2% | 320,753 | $7.2M |
| B. Riley Wealth Advisors, Inc. | 0.35% | Add +6.0% | 288,985 | $6.5M |
| Systelligence, LLC | 1.06% | Reduce -20.6% | 281,841 | $6.3M |
| Cetera Investment Advisers | 0.00% | Reduce -1.6% | 188,414 | $4.2M |
| Integrated Wealth Concepts LLC | 0.03% | Add +9.1% | 185,404 | $4.2M |
| Savvy Advisors, Inc. | 0.09% | Add +12.5% | 180,572 | $4.1M |
| Vicus Capital | 0.25% | Add +31.5% | 169,198 | $3.8M |
| Fig Financial Advisory Services Inc. | 1.94% | New | 146,850 | $3.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.2% | 136,137 | $3.1M |
| Howard Capital Management, LLC | 0.03% | Add +9.3% | 112,478 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Add +64.1% | 107,334 | $2.4M |
| Columbia Advisory Partners LLC | 1.10% | Reduce -1.1% | 88,506 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +6.1% | 78,891 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +17.4% | 71,481 | $1.6M |
| Prospera Financial Services Inc | 0.02% | Add +2.5% | 71,450 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -64.3% | 61,248 | $1.4M |
| Avestar Capital, LLC | 0.08% | Add +1.6% | 61,056 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +34.4% | 60,330 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +23.1% | 59,970 | $1.4M |
| Elevation Capital Advisory, LLC | 0.50% | New | 57,195 | $1.3M |
| Simplicity Wealth,LLC | 0.04% | New | 55,652 | $1.3M |
| Comprehensive Wealth Management, LLC | 0.57% | New | 55,067 | $1.2M |
| Empirical Asset Management, LLC | 0.25% | Add +8.5% | 49,431 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +139.5% | 47,348 | $1.1M |
| Gilpin Wealth Management, LLC | 0.44% | No change | 28,475 | $641K |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.8% | 25,042 | $564K |
| JPMorgan Chase & Co. | 0.00% | Add +747.4% | 23,456 | $527K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +57.2% | 19,825 | $448K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +32.0% | 19,755 | $445K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.0% | 16,437 | $370K |
| Duncan Williams Asset Management, LLC | 0.08% | Reduce -4.1% | 15,068 | $339K |
| Advisory Alpha, LLC | 0.01% | Reduce -76.6% | 14,685 | $331K |
| Equitable Holdings, Inc. | 0.00% | Reduce -20.8% | 13,587 | $306K |
| Stephens Inc. | 0.00% | No change | 11,743 | $264K |
| Melone Private Wealth, LLC | 0.10% | Add +1.5% | 11,118 | $250K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -3.8% | 8,838 | $199K |
| Fifth Third Bancorp | 0.00% | Add +1.3% | 8,390 | $189K |
| Centaurus Financial, Inc. | 0.01% | New | 8,364 | $188K |
| Private Trust Co. NA | 0.01% | No change | 6,917 | $156K |
| Royal Bank of Canada | 0.00% | Add +214.1% | 4,347 | $98K |
| Global Retirement Partners, LLC | 0.00% | — | 2,095 | $47K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 1,656 | $37K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,530 | $34K |
| National Bank of Canada | 0.00% | No change | 933 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 887 | $20K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.2% | 847 | $19K |
| Smartleaf Asset Management LLC | 0.00% | No change | 758 | $17K |
| AE Wealth Management LLC | 0.00% | Add +1.4% | 737 | $17K |
| Front Row Advisors LLC | 0.00% | No change | 440 | $10K |
| Wells Fargo & Company | 0.00% | No change | 150 | $3K |
| FMR LLC | 0.00% | Reduce -78.0% | 107 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 51 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 16 | $360 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is HYZD's weight in each manager's 13F, not the share of Wisdomtree Interest Rate Hed the manager owns.