Wisdomtree Interest Rate HedHYZDETF
13F holders, Q1 2026 (March 31)58holders −2
8new positions
8sold out
$22.01avg. 13F price*
At the end of Q1 2026, 58 institutions reported holding Wisdomtree Interest Rate Hed (HYZD) in their 13F filings, down 2 from Q4 2025. 8 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($36.0M), UBS Group AG ($34.8M) and Morgan Stanley ($15.2M).
- Company
- Wisdomtree Interest Rate Hed
- CUSIP
- 97717W430
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $12.4M |
| Exits | 8 | $4.4M |
All 13F filers, Q4 2025 → Q1 2026: 1,167,784 shares bought and 398,365 shares sold, net +769,419 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| LPL Financial LLC | 0.01% | Add +10.5% | 1,636,601 | $36.0M |
| UBS Group AG | 0.01% | Add +4.1% | 1,579,911 | $34.8M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 689,821 | $15.2M |
| Systelligence, LLC | 1.52% | New | 354,852 | $7.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.5% | 335,174 | $7.4M |
| B. Riley Wealth Advisors, Inc. | 0.39% | Add +1.9% | 272,710 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Add +70.6% | 219,449 | $4.8M |
| Cetera Investment Advisers | 0.00% | Add +24.4% | 191,434 | $4.2M |
| Jane Street Group, LLC | 0.00% | Add +894.6% | 171,465 | $3.8M |
| Integrated Wealth Concepts LLC | 0.03% | Add +6.6% | 169,962 | $3.7M |
| Savvy Advisors, Inc. | 0.09% | Add +12.2% | 160,497 | $3.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.3% | 139,173 | $3.1M |
| Vicus Capital | 0.21% | Add +9.0% | 128,704 | $2.8M |
| Howard Capital Management, LLC | 0.04% | Add +8.4% | 102,895 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | New | 96,605 | $2.1M |
| Columbia Advisory Partners LLC | 1.26% | New | 89,514 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +24.1% | 74,330 | $1.6M |
| Prospera Financial Services Inc | 0.02% | Reduce -0.9% | 69,704 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.5% | 65,394 | $1.4M |
| Advisory Alpha, LLC | 0.04% | Add +11.4% | 62,643 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 60,889 | $1.3M |
| Avestar Capital, LLC | 0.09% | Reduce -0.3% | 60,084 | $1.3M |
| McAdam, LLC | 0.05% | Add +1.2% | 49,408 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +10.2% | 48,738 | $1.1M |
| Empirical Asset Management, LLC | 0.27% | Add +3.6% | 45,574 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -66.1% | 44,897 | $988K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.4% | 32,035 | $705K |
| Gilpin Wealth Management, LLC | 0.50% | No change | 28,475 | $627K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.7% | 19,770 | $435K |
| Equitable Holdings, Inc. | 0.00% | Reduce -15.6% | 17,165 | $387K |
| Private Advisor Group, LLC | 0.00% | Reduce -21.3% | 16,598 | $365K |
| Duncan Williams Asset Management, LLC | 0.10% | Reduce -32.8% | 15,713 | $346K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +19.6% | 14,969 | $329K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -81.2% | 12,614 | $282K |
| Stephens Inc. | 0.00% | No change | 11,743 | $258K |
| Cwm, LLC | 0.00% | Add +601.2% | 11,527 | $254K |
| Verus Capital Partners, LLC | 0.02% | Reduce -0.3% | 11,478 | $253K |
| Melone Private Wealth, LLC | 0.10% | Add +1.4% | 10,957 | $241K |
| Flow Traders U.S. LLC | 0.01% | New | 10,647 | $234K |
| Geneos Wealth Management Inc. | 0.00% | No change | 9,188 | $202K |
| Fifth Third Bancorp | 0.00% | New | 8,281 | $182K |
| Private Trust Co. NA | 0.01% | No change | 6,917 | $152K |
| JCSD Capital, LLC | 0.11% | New | 3,220 | $71K |
| JPMorgan Chase & Co. | 0.00% | Add +68.4% | 2,768 | $61K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 1,656 | $36K |
| Royal Bank of Canada | 0.00% | No change | 1,384 | $30K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,146 | $25K |
| National Bank of Canada | 0.00% | No change | 933 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 887 | $20K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.8% | 829 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Add +4.1% | 758 | $17K |
| AE Wealth Management LLC | 0.00% | Add +1.5% | 727 | $16K |
| FMR LLC | 0.00% | Add +88.4% | 486 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 440 | $10K |
| McIlrath & Eck, LLC | 0.00% | No change | 207 | $5K |
| Advisory Services Network, LLC | 0.00% | New | 167 | $4K |
| Wells Fargo & Company | 0.00% | Reduce -98.7% | 150 | $3K |
| 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.