Wisdomtree Interest Rate HedHYZDETF
13F holders, Q1 2025 (March 31)57holders +2
5new positions
3sold out
$21.89avg. 13F price*
At the end of Q1 2025, 57 institutions reported holding Wisdomtree Interest Rate Hed (HYZD) in their 13F filings, up 2 from Q4 2024. 5 opened new positions and 3 sold out. The largest holders were UBS Group AG ($30.4M), LPL Financial LLC ($22.3M) and Morgan Stanley ($16.2M).
- Company
- Wisdomtree Interest Rate Hed
- CUSIP
- 97717W430
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.8M |
| Exits | 3 | $12.8M |
All 13F filers, Q4 2024 → Q1 2025: 894,936 shares bought and 682,422 shares sold, net +212,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| UBS Group AG | 0.01% | Add +0.5% | 1,389,892 | $30.4M |
| LPL Financial LLC | 0.01% | Add +38.7% | 1,017,141 | $22.3M |
| Morgan Stanley | 0.00% | Add +29.6% | 740,299 | $16.2M |
| B. Riley Wealth Advisors, Inc. | 0.38% | Reduce -4.1% | 566,819 | $12.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.6% | 492,868 | $10.8M |
| Ameriprise Financial Inc. | 0.00% | Add +20.0% | 252,599 | $5.5M |
| Equitable Holdings, Inc. | 0.03% | Add +52.9% | 153,040 | $3.4M |
| Integrated Wealth Concepts LLC | 0.04% | Add +2.7% | 140,393 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +1087.8% | 115,633 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +220.3% | 115,256 | $2.5M |
| Vicus Capital | 0.22% | Reduce -5.2% | 108,129 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.9% | 94,624 | $2.1M |
| Prospera Financial Services Inc | 0.04% | Add +5.1% | 75,288 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 62,595 | $1.4M |
| Avestar Capital, LLC | 0.13% | Add +3.1% | 62,442 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.8% | 60,781 | $1.3M |
| McAdam, LLC | 0.07% | Reduce -8.4% | 54,140 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -1.5% | 49,231 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +52.2% | 45,636 | $999K |
| Advisory Alpha, LLC | 0.03% | Add +6.8% | 45,572 | $998K |
| Howard Capital Management, LLC | 0.02% | Add +5.1% | 36,446 | $798K |
| Stifel Financial Corp. | 0.00% | Add +79.0% | 36,372 | $796K |
| Empirical Asset Management, LLC | 0.26% | Add +9.3% | 35,229 | $771K |
| Jane Street Group, LLC | 0.00% | Reduce -38.5% | 33,965 | $743K |
| Verus Capital Partners, LLC | 0.07% | Add +1.5% | 30,766 | $673K |
| Duncan Williams Asset Management, LLC | 0.21% | Reduce -0.2% | 26,181 | $573K |
| Cetera Investment Advisers | 0.00% | Add +1.8% | 24,302 | $532K |
| Old Mission Capital LLC | 0.01% | New | 23,388 | $512K |
| Optima Capital LLC | 0.33% | New | 23,333 | $511K |
| Goldman Sachs Group Inc. | 0.00% | New | 22,342 | $489K |
| Oregon Pacific Wealth Management, LLC | 0.49% | Add +4.3% | 22,312 | $488K |
| Moloney Securities Asset Management, LLC | 0.06% | Add +29.4% | 21,412 | $469K |
| Private Advisor Group, LLC | 0.00% | Add +2.0% | 21,184 | $464K |
| United Advisor Group, LLC | 0.08% | Reduce -21.4% | 17,459 | $382K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -63.7% | 16,858 | $369K |
| Legacy Capital Wealth Partners, LLC | 0.08% | No change | 14,800 | $324K |
| HCR Wealth Advisors | 0.04% | Reduce -27.8% | 13,000 | $285K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.4% | 11,522 | $252K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 11,509 | $252K |
| Melone Private Wealth, LLC | 0.12% | Add +1.5% | 10,320 | $226K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -6.3% | 8,248 | $181K |
| Comerica Bank | 0.00% | Add +1145.5% | 7,747 | $170K |
| Private Trust Co. NA | 0.01% | No change | 6,012 | $132K |
| Royal Bank of Canada | 0.00% | Add +32.5% | 3,198 | $70K |
| 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 | 933 | $20K |
| Smartleaf Asset Management LLC | 0.00% | Add +2.0% | 703 | $15K |
| SBI Securities Co., Ltd. | 0.00% | Add +5.8% | 515 | $11K |
| FMR LLC | 0.00% | Add +507.3% | 419 | $9K |
| Principal Securities, Inc. | 0.00% | No change | 347 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 207 | $5K |
| REAP Financial Group, LLC | 0.00% | New | 116 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -94.0% | 95 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 51 | $1K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $24 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $22 |
"% of holder's portfolio" is HYZD's weight in each manager's 13F, not the share of Wisdomtree Interest Rate Hed the manager owns.