Wisdomtree Interest Rate HedHYZDETF
13F holders, Q4 2024 (December 31)55holders +5
9new positions
3sold out
$22.24avg. 13F price*
At the end of Q4 2024, 55 institutions reported holding Wisdomtree Interest Rate Hed (HYZD) in their 13F filings, up 5 from Q3 2024. 9 opened new positions and 3 sold out. The largest holders were UBS Group AG ($30.8M), LPL Financial LLC ($16.3M) and B. Riley Wealth Advisors, Inc. ($13.1M).
- Company
- Wisdomtree Interest Rate Hed
- CUSIP
- 97717W430
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $18.4M |
| Exits | 3 | $788K |
All 13F filers, Q3 2024 → Q4 2024: 1,195,604 shares bought and 243,626 shares sold, net +951,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| UBS Group AG | 0.01% | Add +6.0% | 1,383,427 | $30.8M |
| LPL Financial LLC | 0.01% | Add +23.6% | 733,434 | $16.3M |
| B. Riley Wealth Advisors, Inc. | 0.43% | Reduce -5.3% | 591,228 | $13.1M |
| Morgan Stanley | 0.00% | Reduce -0.0% | 571,428 | $12.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.9% | 495,922 | $11.0M |
| Elevation Capital Advisory, LLC | 2.69% | New | 282,348 | $6.3M |
| GeoWealth Management, LLC | 0.21% | New | 282,348 | $6.3M |
| Ameriprise Financial Inc. | 0.00% | Add +13.2% | 210,502 | $4.7M |
| Integrated Wealth Concepts LLC | 0.04% | Add +9.2% | 136,664 | $3.0M |
| Vicus Capital | 0.23% | New | 114,049 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +27.4% | 100,107 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.4% | 83,799 | $1.9M |
| Prospera Financial Services Inc | 0.04% | Add +389.1% | 71,631 | $1.6M |
| Raymond James Financial Inc. | 0.00% | — | 66,641 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.1% | 62,683 | $1.4M |
| Avestar Capital, LLC | 0.12% | Reduce -10.5% | 60,552 | $1.3M |
| McAdam, LLC | 0.07% | Reduce -8.2% | 59,081 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 55,273 | $1.2M |
| Wedbush Securities Inc. | 0.04% | New | 49,962 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.6% | 46,391 | $1.0M |
| Advisory Alpha, LLC | 0.03% | Add +4.5% | 42,681 | $949K |
| Osaic Holdings, Inc. | 0.00% | Add +17.7% | 35,978 | $800K |
| Howard Capital Management, LLC | 0.01% | Reduce -0.0% | 34,692 | $772K |
| Empirical Asset Management, LLC | 0.24% | Add +7.4% | 32,240 | $717K |
| Verus Capital Partners, LLC | 0.06% | Reduce -9.7% | 30,302 | $674K |
| MML Investors Services, LLC | 0.00% | Reduce -1.5% | 29,991 | $667K |
| Duncan Williams Asset Management, LLC | 0.23% | Reduce -0.4% | 26,237 | $584K |
| Cetera Investment Advisers | 0.00% | Reduce -9.2% | 23,869 | $531K |
| United Advisor Group, LLC | 0.10% | New | 22,203 | $494K |
| Oregon Pacific Wealth Management, LLC | 0.47% | — | 21,388 | $476K |
| Private Advisor Group, LLC | 0.00% | Reduce -37.3% | 20,768 | $462K |
| Stifel Financial Corp. | 0.00% | No change | 20,315 | $452K |
| HCR Wealth Advisors | 0.05% | No change | 18,000 | $400K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +13.0% | 16,545 | $368K |
| Legacy Capital Wealth Partners, LLC | 0.08% | New | 14,800 | $329K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 12,306 | $274K |
| Melone Private Wealth, LLC | 0.12% | Add +1.6% | 10,165 | $226K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.8% | 9,735 | $217K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -2.8% | 9,262 | $206K |
| Geneos Wealth Management Inc. | 0.01% | Add +4.0% | 8,798 | $196K |
| Private Trust Co. NA | 0.01% | New | 6,012 | $134K |
| Royal Bank of Canada | 0.00% | Reduce -32.1% | 2,413 | $54K |
| 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% | Add +1.7% | 933 | $21K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -92.7% | 689 | $15K |
| Comerica Bank | 0.00% | No change | 622 | $14K |
| SBI Securities Co., Ltd. | 0.00% | — | 487 | $11K |
| Principal Securities, Inc. | 0.00% | New | 347 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 207 | $5K |
| Global Retirement Partners, LLC | 0.00% | Add +1.5% | 200 | $4K |
| FMR LLC | 0.00% | Reduce -16.9% | 69 | $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.