Wisdomtree Interest Rate HedHYZDETF
13F holders, Q2 2025 (June 30)54holders −3
6new positions
10sold out
$22.39avg. 13F price*
At the end of Q2 2025, 54 institutions reported holding Wisdomtree Interest Rate Hed (HYZD) in their 13F filings, down 3 from Q1 2025. 6 opened new positions and 10 sold out. The largest holders were UBS Group AG ($31.1M), LPL Financial LLC ($22.9M) and Morgan Stanley ($16.3M).
- Company
- Wisdomtree Interest Rate Hed
- CUSIP
- 97717W430
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.2M |
| Exits | 10 | $4.9M |
All 13F filers, Q1 2025 → Q2 2025: 154,419 shares bought and 862,986 shares sold, net −708,567 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| UBS Group AG | 0.01% | Add +0.1% | 1,391,370 | $31.1M |
| LPL Financial LLC | 0.01% | Add +0.4% | 1,020,860 | $22.9M |
| Morgan Stanley | 0.00% | Reduce -1.7% | 727,574 | $16.3M |
| B. Riley Wealth Advisors, Inc. | 0.49% | Reduce -20.5% | 450,516 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -32.1% | 334,693 | $7.5M |
| Integrated Wealth Concepts LLC | 0.03% | Add +5.3% | 147,849 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +31.8% | 124,716 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -41.4% | 89,732 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.3% | 87,273 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -71.0% | 73,226 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Reduce -3.6% | 72,583 | $1.6M |
| Vicus Capital | 0.13% | Reduce -36.5% | 68,604 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.0% | 65,124 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +6.8% | 64,936 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +42.0% | 64,804 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +60.2% | 58,268 | $1.3M |
| Avestar Capital, LLC | 0.09% | Reduce -11.8% | 55,061 | $1.2M |
| McAdam, LLC | 0.06% | Reduce -4.2% | 51,888 | $1.2M |
| Advisory Alpha, LLC | 0.03% | Add +2.4% | 46,650 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Reduce -21.4% | 38,687 | $866K |
| Howard Capital Management, LLC | 0.01% | Add +5.2% | 38,354 | $859K |
| Empirical Asset Management, LLC | 0.25% | Add +1.2% | 35,660 | $798K |
| Verus Capital Partners, LLC | 0.07% | Add +6.4% | 32,729 | $733K |
| Duncan Williams Asset Management, LLC | 0.18% | Reduce -0.2% | 26,139 | $585K |
| Comprehensive Wealth Management, LLC | 0.41% | New | 22,995 | $515K |
| Oregon Pacific Wealth Management, LLC | 0.46% | Reduce -3.4% | 21,547 | $482K |
| Private Advisor Group, LLC | 0.00% | Add +1.1% | 21,406 | $479K |
| Moloney Securities Asset Management, LLC | 0.06% | Reduce -0.2% | 21,377 | $479K |
| Old Mission Capital LLC | 0.01% | Reduce -24.0% | 17,781 | $398K |
| Cetera Investment Advisers | 0.00% | Reduce -33.0% | 16,274 | $364K |
| United Advisor Group, LLC | 0.06% | Reduce -6.9% | 16,261 | $364K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +25.1% | 14,401 | $323K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -15.2% | 14,304 | $320K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.9% | 12,778 | $286K |
| Stephens Inc. | 0.00% | New | 11,743 | $263K |
| Melone Private Wealth, LLC | 0.12% | Add +1.6% | 10,482 | $234K |
| HHM Wealth Advisors, LLC | 0.03% | New | 10,323 | $231K |
| Geneos Wealth Management Inc. | 0.00% | Add +9.3% | 9,014 | $202K |
| Comerica Bank | 0.00% | Add +1.4% | 7,859 | $176K |
| Private Trust Co. NA | 0.01% | No change | 6,012 | $135K |
| NewEdge Advisors, LLC | 0.00% | New | 5,225 | $117K |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 3,121 | $70K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,342 | $52K |
| Cherry Tree Wealth Management, LLC | 0.01% | Reduce -17.3% | 1,120 | $25K |
| National Bank of Canada | 0.00% | No change | 933 | $21K |
| Smartleaf Asset Management LLC | 0.00% | No change | 703 | $16K |
| Front Row Advisors LLC | 0.01% | Reduce -40.0% | 660 | $15K |
| SBI Securities Co., Ltd. | 0.00% | Add +14.2% | 588 | $13K |
| Bank of America Corp. | 0.00% | New | 435 | $10K |
| FMR LLC | 0.00% | Reduce -11.9% | 369 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 207 | $5K |
| Global Retirement Partners, LLC | 0.00% | — | 207 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $23 |
| Wells Fargo & Company | 0.00% | No change | 1 | $13 |
"% of holder's portfolio" is HYZD's weight in each manager's 13F, not the share of Wisdomtree Interest Rate Hed the manager owns.