Wisdomtree Interest Rate HedHYZDETF
13F holders, Q2 2024 (June 30)53holders −2
4new positions
4sold out
$21.86avg. 13F price*
At the end of Q2 2024, 53 institutions reported holding Wisdomtree Interest Rate Hed (HYZD) in their 13F filings, down 2 from Q1 2024. 4 opened new positions and 4 sold out. The largest holders were UBS Group AG ($28.1M), B. Riley Wealth Advisors, Inc. ($16.5M) and Kestra Advisory Services, LLC ($16.4M).
- Company
- Wisdomtree Interest Rate Hed
- CUSIP
- 97717W430
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.7M |
| Exits | 4 | $1.5M |
All 13F filers, Q1 2024 → Q2 2024: 318,265 shares bought and 744,740 shares sold, net −426,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| UBS Group AG | 0.01% | Reduce 0.0% | 1,284,601 | $28.1M |
| B. Riley Wealth Advisors, Inc. | 0.42% | Reduce -35.6% | 754,298 | $16.5M |
| Kestra Advisory Services, LLC | 0.09% | Add +9.0% | 748,993 | $16.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.7% | 645,265 | $14.1M |
| LPL Financial LLC | 0.01% | Add +27.2% | 594,157 | $13.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.7% | 544,682 | $11.9M |
| Morgan Stanley | 0.00% | Add +1.4% | 508,820 | $11.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +12.5% | 118,557 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +1.3% | 97,886 | $2.1M |
| Avestar Capital, LLC | 0.18% | Reduce -6.2% | 76,422 | $1.7M |
| McAdam, LLC | 0.10% | Reduce -2.1% | 75,828 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | New | 65,733 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.8% | 57,268 | $1.3M |
| Empirical Asset Management, LLC | 0.41% | Reduce -13.0% | 49,333 | $1.1M |
| Advisory Alpha, LLC | 0.04% | Reduce -7.5% | 45,540 | $996K |
| Jane Street Group, LLC | 0.00% | Reduce -37.1% | 42,498 | $929K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.2% | 39,808 | $870K |
| Ameritas Advisory Services, LLC | 0.03% | Add +0.3% | 37,371 | $817K |
| Private Advisor Group, LLC | 0.01% | Reduce -8.3% | 35,097 | $767K |
| MML Investors Services, LLC | 0.00% | Reduce -15.6% | 33,536 | $733K |
| Verus Capital Partners, LLC | 0.08% | Add +0.8% | 33,513 | $733K |
| Cetera Investment Advisers | 0.00% | Reduce -12.8% | 32,723 | $715K |
| Howard Capital Management, LLC | 0.06% | Add +13.5% | 29,055 | $635K |
| Raymond James & Associates | 0.00% | Add +37.7% | 24,093 | $527K |
| Osaic Holdings, Inc. | 0.00% | Reduce -76.1% | 22,361 | $489K |
| Stifel Financial Corp. | 0.00% | Add +12.9% | 21,450 | $469K |
| HCR Wealth Advisors | 0.06% | No change | 18,000 | $393K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +38.6% | 16,110 | $352K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +15.4% | 13,582 | $297K |
| Stephens Inc. | 0.00% | Reduce -31.0% | 13,377 | $292K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 13,155 | $288K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 12,292 | $269K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -9.7% | 10,329 | $226K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -29.9% | 10,022 | $219K |
| Melone Private Wealth, LLC | 0.13% | Add +1.5% | 9,847 | $215K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -25.4% | 9,459 | $207K |
| Royal Bank of Canada | 0.00% | Reduce -63.6% | 3,653 | $80K |
| M&R Capital Management Inc. | 0.01% | No change | 2,000 | $44K |
| Wells Fargo & Company | 0.00% | Add +182000.0% | 1,821 | $40K |
| 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% | Reduce -21.0% | 622 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 300 | $7K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 292 | $6K |
| McIlrath & Eck, LLC | 0.00% | New | 207 | $5K |
| Global Retirement Partners, LLC | 0.00% | Add +1.6% | 194 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 123 | $3K |
| FMR LLC | 0.00% | Reduce -5.7% | 83 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 51 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $22 |
| Cwm, LLC | 0.00% | New | 14 | $0 |
"% of holder's portfolio" is HYZD's weight in each manager's 13F, not the share of Wisdomtree Interest Rate Hed the manager owns.