Wisdomtree Interest Rate HedHYZDETF
13F holders, Q3 2024 (September 30)50holders −3
5new positions
8sold out
$22.14avg. 13F price*
At the end of Q3 2024, 50 institutions reported holding Wisdomtree Interest Rate Hed (HYZD) in their 13F filings, down 3 from Q2 2024. 5 opened new positions and 8 sold out. The largest holders were UBS Group AG ($28.9M), B. Riley Wealth Advisors, Inc. ($13.8M) and LPL Financial LLC ($13.1M).
- Company
- Wisdomtree Interest Rate Hed
- CUSIP
- 97717W430
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.6M |
| Exits | 8 | $3.0M |
All 13F filers, Q2 2024 → Q3 2024: 286,226 shares bought and 1,503,108 shares sold, net −1,216,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| UBS Group AG | 0.01% | Add +1.6% | 1,305,630 | $28.9M |
| B. Riley Wealth Advisors, Inc. | 0.38% | Reduce -17.2% | 624,359 | $13.8M |
| LPL Financial LLC | 0.01% | Reduce -0.1% | 593,425 | $13.1M |
| Morgan Stanley | 0.00% | Add +12.3% | 571,525 | $12.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.8% | 569,241 | $12.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -65.9% | 185,934 | $4.1M |
| Integrated Wealth Concepts LLC | 0.03% | Add +5.6% | 125,157 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -19.7% | 78,577 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +23.6% | 70,791 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 68,441 | $1.5M |
| Avestar Capital, LLC | 0.16% | Reduce -11.4% | 67,684 | $1.5M |
| McAdam, LLC | 0.08% | Reduce -15.1% | 64,374 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +340.7% | 57,980 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.0% | 41,399 | $917K |
| Advisory Alpha, LLC | 0.03% | Reduce -10.3% | 40,854 | $905K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -94.6% | 40,137 | $889K |
| Howard Capital Management, LLC | 0.01% | Add +19.4% | 34,699 | $768K |
| Verus Capital Partners, LLC | 0.07% | Add +0.1% | 33,539 | $743K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.6% | 33,116 | $733K |
| Osaic Holdings, Inc. | 0.00% | Add +36.6% | 30,557 | $677K |
| MML Investors Services, LLC | 0.00% | Reduce -9.2% | 30,447 | $674K |
| Empirical Asset Management, LLC | 0.24% | Reduce -39.1% | 30,022 | $665K |
| Duncan Williams Asset Management, LLC | 0.32% | New | 26,341 | $583K |
| Cetera Investment Advisers | 0.00% | Reduce -19.7% | 26,274 | $582K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -30.9% | 25,826 | $572K |
| Raymond James & Associates | 0.00% | Add +7.0% | 25,776 | $571K |
| Stifel Financial Corp. | 0.00% | Reduce -5.3% | 20,315 | $450K |
| HCR Wealth Advisors | 0.05% | No change | 18,000 | $399K |
| Prospera Financial Services Inc | 0.01% | New | 14,645 | $324K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +7.8% | 14,637 | $324K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 12,299 | $272K |
| Melone Private Wealth, LLC | 0.12% | Add +1.6% | 10,004 | $221K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -4.9% | 9,527 | $211K |
| Smartleaf Asset Management LLC | 0.03% | No change | 9,459 | $209K |
| Cerity Partners LLC | 0.00% | New | 9,416 | $208K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -18.1% | 8,459 | $187K |
| Royal Bank of Canada | 0.00% | Reduce -2.7% | 3,553 | $79K |
| M&R Capital Management Inc. | 0.01% | No change | 2,000 | $44K |
| Wells Fargo & Company | 0.00% | Reduce -11.0% | 1,621 | $36K |
| 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% | No change | 622 | $14K |
| Fortitude Family Office, LLC | 0.00% | New | 339 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 207 | $5K |
| Global Retirement Partners, LLC | 0.00% | Add +1.6% | 197 | $4K |
| FMR LLC | 0.00% | No change | 83 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 51 | $1K |
| 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.