Wisdomtree Interest Rate HedHYZDETF
13F holders, Q4 2025 (December 31)60holders +5
7new positions
4sold out
1famous investor
$22.77avg. 13F price*
At the end of Q4 2025, 60 institutions reported holding Wisdomtree Interest Rate Hed (HYZD) in their 13F filings, up 5 from Q3 2025. 7 opened new positions and 4 sold out. The largest holders were UBS Group AG ($34.2M), LPL Financial LLC ($33.4M) and Morgan Stanley ($16.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree Interest Rate Hed
- CUSIP
- 97717W430
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $6.4M |
| Exits | 4 | $214K |
All 13F filers, Q3 2025 → Q4 2025: 982,396 shares bought and 321,909 shares sold, net +660,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| UBS Group AG | 0.01% | Add +9.5% | 1,517,433 | $34.2M |
| LPL Financial LLC | 0.01% | Add +28.2% | 1,481,490 | $33.4M |
| Morgan Stanley | 0.00% | Reduce -1.6% | 710,290 | $16.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.9% | 416,337 | $9.4M |
| B. Riley Wealth Advisors, Inc. | 0.29% | Reduce -2.5% | 267,613 | $6.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +3.9% | 159,503 | $3.6M |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 153,877 | $3.5M |
| Savvy Advisors, Inc. | 0.10% | New | 143,014 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +50.2% | 132,566 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +54.7% | 129,689 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +69.8% | 128,646 | $2.9M |
| Vicus Capital | 0.20% | Add +5.0% | 118,123 | $2.7M |
| Howard Capital Management, LLC | 0.03% | Add +8.4% | 94,915 | $2.1M |
| Moulton Wealth Management, Inc. | 1.75% | New | 12,702 | $1.8M |
| Prospera Financial Services Inc | 0.03% | Reduce -1.1% | 70,356 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.4% | 66,985 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +232.8% | 66,396 | $1.5M |
| Avestar Capital, LLC | 0.09% | Add +7.1% | 60,298 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +4.1% | 60,223 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +0.5% | 59,877 | $1.3M |
| Advisory Alpha, LLC | 0.03% | Add +12.1% | 56,225 | $1.3M |
| McAdam, LLC | 0.05% | Reduce -2.9% | 48,836 | $1.1M |
| Elevation Capital Advisory, LLC | 0.43% | Reduce -79.8% | 46,795 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | New | 44,244 | $997K |
| Empirical Asset Management, LLC | 0.28% | Add +15.6% | 43,999 | $991K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.3% | 32,833 | $740K |
| Gilpin Wealth Management, LLC | 0.51% | — | 28,475 | $642K |
| Duncan Williams Asset Management, LLC | 0.13% | Reduce -0.0% | 23,387 | $528K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.3% | 21,179 | $477K |
| Private Advisor Group, LLC | 0.00% | Add +7.0% | 21,102 | $475K |
| Equitable Holdings, Inc. | 0.00% | Reduce -76.8% | 20,339 | $458K |
| Oregon Pacific Wealth Management, LLC | 0.47% | Reduce -6.3% | 20,165 | $454K |
| Jane Street Group, LLC | 0.00% | Reduce -37.8% | 17,240 | $388K |
| Comprehensive Wealth Management, LLC | 0.23% | Reduce -11.9% | 17,129 | $386K |
| Alchemi Wealth, LLC | 0.20% | — | 16,578 | $374K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.4% | 12,514 | $282K |
| Stephens Inc. | 0.00% | No change | 11,743 | $265K |
| Verus Capital Partners, LLC | 0.02% | Reduce -64.8% | 11,516 | $259K |
| Wells Fargo & Company | 0.00% | Add +1132500.0% | 11,326 | $255K |
| Melone Private Wealth, LLC | 0.10% | Add +1.5% | 10,802 | $243K |
| Citadel Advisors | 0.00% | New | 9,719 | $219K |
| Geneos Wealth Management Inc. | 0.01% | Add +4.0% | 9,188 | $207K |
| Comerica Bank | 0.00% | Add +1.2% | 8,058 | $182K |
| Private Trust Co. NA | 0.01% | Add +15.1% | 6,917 | $156K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 1,656 | $37K |
| JPMorgan Chase & Co. | 0.00% | New | 1,644 | $37K |
| Cwm, LLC | 0.00% | New | 1,644 | $37K |
| Global Retirement Partners, LLC | 0.00% | Add +18.2% | 1,565 | $35K |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 1,384 | $31K |
| National Bank of Canada | 0.00% | No change | 933 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 887 | $20K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 807 | $18K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.5% | 799 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Add +3.6% | 728 | $16K |
| AE Wealth Management LLC | 0.00% | Reduce -43.4% | 716 | $16K |
| Front Row Advisors LLC | 0.00% | No change | 440 | $10K |
| FMR LLC | 0.00% | Add +0.4% | 258 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 207 | $5K |
| Optima Capital LLC | 0.00% | New | 157 | $4K |
| 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.