Wisdomtree Interest Rate HedHYZDETF
13F holders, Q3 2025 (September 30)55holders +1
7new positions
5sold out
$22.48avg. 13F price*
At the end of Q3 2025, 55 institutions reported holding Wisdomtree Interest Rate Hed (HYZD) in their 13F filings, up 1 from Q2 2025. 7 opened new positions and 5 sold out. The largest holders were UBS Group AG ($31.1M), LPL Financial LLC ($26.0M) 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.9M |
| Exits | 5 | $1.4M |
All 13F filers, Q2 2025 → Q3 2025: 784,265 shares bought and 457,795 shares sold, net +326,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| UBS Group AG | 0.01% | Reduce -0.4% | 1,385,502 | $31.1M |
| LPL Financial LLC | 0.01% | Add +13.2% | 1,156,009 | $26.0M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 722,213 | $16.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.6% | 350,027 | $7.9M |
| B. Riley Wealth Advisors, Inc. | 0.30% | Reduce -39.1% | 274,387 | $6.2M |
| Elevation Capital Advisory, LLC | 2.08% | New | 231,725 | $5.2M |
| Cetera Investment Advisers | 0.00% | Add +848.4% | 154,341 | $3.5M |
| Integrated Wealth Concepts LLC | 0.03% | Add +3.8% | 153,518 | $3.5M |
| Vicus Capital | 0.19% | Add +64.0% | 112,475 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +36.2% | 88,255 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.1% | 87,872 | $2.0M |
| Howard Capital Management, LLC | 0.03% | Add +128.2% | 87,540 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +486.2% | 83,845 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Add +3.5% | 75,754 | $1.7M |
| Prospera Financial Services Inc | 0.03% | Reduce -2.0% | 71,163 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.5% | 65,445 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.7% | 59,589 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -0.7% | 57,857 | $1.3M |
| Avestar Capital, LLC | 0.09% | Add +2.3% | 56,308 | $1.3M |
| Advisory Alpha, LLC | 0.03% | Add +7.5% | 50,140 | $1.1M |
| McAdam, LLC | 0.06% | Reduce -3.1% | 50,282 | $1.1M |
| Empirical Asset Management, LLC | 0.24% | Add +6.8% | 38,070 | $856K |
| NewEdge Advisors, LLC | 0.00% | Add +577.8% | 35,414 | $796K |
| Verus Capital Partners, LLC | 0.06% | Reduce -0.0% | 32,718 | $736K |
| Jane Street Group, LLC | 0.00% | New | 27,724 | $623K |
| Duncan Williams Asset Management, LLC | 0.15% | Reduce -10.5% | 23,391 | $526K |
| Moloney Securities Asset Management, LLC | 0.06% | Add +1.6% | 21,713 | $488K |
| Oregon Pacific Wealth Management, LLC | 0.42% | Reduce -0.1% | 21,523 | $484K |
| Raymond James Financial Inc. | 0.00% | Reduce -69.3% | 19,953 | $449K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.8% | 19,727 | $443K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -84.3% | 19,561 | $440K |
| Comprehensive Wealth Management, LLC | 0.31% | Reduce -15.4% | 19,445 | $437K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.0% | 11,760 | $264K |
| Stephens Inc. | 0.00% | No change | 11,743 | $264K |
| Melone Private Wealth, LLC | 0.11% | Add +1.5% | 10,639 | $239K |
| United Advisor Group, LLC | 0.03% | Reduce -43.3% | 9,221 | $207K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.9% | 8,838 | $199K |
| Comerica Bank | 0.00% | Add +1.4% | 7,965 | $179K |
| Private Trust Co. NA | 0.01% | No change | 6,012 | $135K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -84.0% | 1,656 | $37K |
| Royal Bank of Canada | 0.00% | Reduce -54.7% | 1,413 | $32K |
| Global Retirement Partners, LLC | 0.00% | Add +539.6% | 1,324 | $30K |
| AE Wealth Management LLC | 0.00% | New | 1,266 | $28K |
| National Bank of Canada | 0.00% | No change | 933 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | New | 887 | $20K |
| SBI Securities Co., Ltd. | 0.00% | Add +35.2% | 795 | $18K |
| Smartleaf Asset Management LLC | 0.00% | No change | 703 | $16K |
| Front Row Advisors LLC | 0.00% | Reduce -33.3% | 440 | $10K |
| FMR LLC | 0.00% | Reduce -30.4% | 257 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 207 | $5K |
| Advisory Services Network, LLC | 0.00% | New | 167 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | New | 75 | $2K |
| Valley National Advisers Inc. | 0.00% | New | 45 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $23 |
| Wells Fargo & Company | 0.00% | No change | 1 | $18 |
"% of holder's portfolio" is HYZD's weight in each manager's 13F, not the share of Wisdomtree Interest Rate Hed the manager owns.