Wisdomtree Interest Rate HedHYZDETF
13F holders, Q1 2024 (March 31)55holders
$21.87avg. 13F price*
At the end of Q1 2024, 55 institutions reported holding Wisdomtree Interest Rate Hed (HYZD) in their 13F filings. The largest holders were UBS Group AG ($28.3M), B. Riley Wealth Advisors, Inc. ($24.7M) and Kestra Advisory Services, LLC ($15.1M).
- Company
- Wisdomtree Interest Rate Hed
- CUSIP
- 97717W430
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.9M |
| Exits | 7 | $964K |
Ownership 55 holders
| UBS Group AG | 0.01% | Add +12.8% | 1,284,649 | $28.3M |
| B. Riley Wealth Advisors, Inc. | 0.67% | Add +62.1% | 1,170,554 | $24.7M |
| Kestra Advisory Services, LLC | 0.10% | Add +590.0% | 687,065 | $15.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.8% | 656,218 | $14.5M |
| Ameriprise Financial Inc. | 0.00% | Add +3.2% | 646,151 | $14.2M |
| Morgan Stanley | 0.00% | Reduce -12.2% | 501,543 | $11.0M |
| LPL Financial LLC | 0.01% | Add +12.0% | 467,057 | $10.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +58.0% | 105,373 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +2.0% | 96,646 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.0% | 93,735 | $2.1M |
| Avestar Capital, LLC | 0.21% | Add +173.5% | 81,484 | $1.8M |
| McAdam, LLC | 0.11% | Reduce -2.7% | 77,431 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -43.9% | 67,558 | $1.5M |
| Empirical Asset Management, LLC | 0.60% | Reduce -1.5% | 56,688 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.1% | 50,791 | $1.1M |
| Advisory Alpha, LLC | 0.04% | Add +2.8% | 49,248 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -4.4% | 39,738 | $875K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.5% | 39,319 | $866K |
| Private Advisor Group, LLC | 0.01% | Reduce -59.2% | 38,259 | $843K |
| Cetera Investment Advisers | 0.00% | New | 37,517 | $827K |
| Ameritas Advisory Services, LLC | 0.03% | Add +10.6% | 37,275 | $821K |
| Verus Capital Partners, LLC | 0.08% | Reduce -2.4% | 33,238 | $732K |
| Vista Investment Management | 0.25% | Reduce -14.9% | 27,582 | $608K |
| Howard Capital Management, LLC | 0.06% | New | 25,592 | $564K |
| Stephens Inc. | 0.01% | Add +35.4% | 19,378 | $427K |
| Stifel Financial Corp. | 0.00% | Reduce -7.0% | 19,006 | $419K |
| HCR Wealth Advisors | 0.06% | Reduce -14.3% | 18,000 | $397K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -44.3% | 17,551 | $387K |
| Raymond James & Associates | 0.00% | Add +0.9% | 17,498 | $385K |
| Oppenheimer & Co. Inc. | 0.01% | Add +44.6% | 14,288 | $315K |
| Smartleaf Asset Management LLC | 0.05% | Reduce -82.6% | 12,680 | $279K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.0% | 11,975 | $264K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +14.8% | 11,772 | $259K |
| Old Mission Capital LLC | 0.01% | Reduce -78.9% | 11,660 | $257K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +19.1% | 11,619 | $256K |
| Geneos Wealth Management Inc. | 0.01% | No change | 11,436 | $252K |
| Eudaimonia Advisors LLC | 0.13% | New | 11,104 | $245K |
| Royal Bank of Canada | 0.00% | No change | 10,045 | $221K |
| Strategic Blueprint, LLC | 0.02% | New | 9,744 | $215K |
| Melone Private Wealth, LLC | 0.13% | Add +1.4% | 9,700 | $214K |
| Retirement Group, LLC | 0.04% | Add +696.0% | 4,975 | $110K |
| M&R Capital Management Inc. | 0.01% | No change | 2,000 | $44K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,581 | $35K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,354 | $30K |
| Front Row Advisors LLC | 0.01% | No change | 1,100 | $24K |
| National Bank of Canada | 0.00% | No change | 917 | $20K |
| Comerica Bank | 0.00% | New | 787 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | New | 300 | $7K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 292 | $6K |
| Global Retirement Partners, LLC | 0.00% | Add +1.1% | 191 | $4K |
| Blue Trust, Inc. | 0.00% | New | 123 | $3K |
| FMR LLC | 0.00% | Add +4.8% | 88 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 51 | $1K |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $27 |
| 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.