HYZD Institutional Ownership
WisdomTree Interest Rate Hedged High Yield Bond Fund
1W: -0.3%
1M: -1.4%
3M: -1.0%
YTD: -0.1%
1Y: +0.1%
3Y: +21.0%
5Y: +27.2%
$22.33
+0.09 (+0.38%)
Weekly Expected Move ±0.7%
$22
$22
$22
$22
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HYZD
65
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
172M
Total Invested
9
New Positions
27
Increased
19
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (73 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1,738,524 | 39M | +158,613 | +10.0% | 47Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,726,486 | 39M | +89,885 | +5.5% | 39Q | SEC ↗ |
| 3 | MORGAN STANLEY | 698,232 | 16M | +8,411 | +1.2% | 36Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 338,740 | 8M | +3,566 | +1.1% | 19Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 320,753 | 7M | +101,304 | +46.2% | 16Q | SEC ↗ |
| 6 | B. Riley Wealth Advisors, Inc. | 288,985 | 6M | +16,275 | +6.0% | 16Q | SEC ↗ |
| 7 | Systelligence, LLC | 281,841 | 6M | -73,011 | -20.6% | 2Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 188,414 | 4M | -3,020 | -1.6% | 10Q | SEC ↗ |
| 9 | Integrated Wealth Concepts LLC | 185,404 | 4M | +15,442 | +9.1% | 17Q | SEC ↗ |
| 10 | Savvy Advisors, Inc. | 180,572 | 4M | +20,075 | +12.5% | 3Q | SEC ↗ |
| 11 | VICUS CAPITAL | 169,198 | 4M | +40,494 | +31.5% | 7Q | SEC ↗ |
| 12 | FIG FINANCIAL ADVISORY SERVICES INC /A NEW | 146,850 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Kestra Advisory Services, LLC | 136,137 | 3M | -3,036 | -2.2% | 21Q | SEC ↗ |
| 14 | Howard Capital Management, LLC | 112,478 | 3M | +9,583 | +9.3% | 10Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 107,334 | 2M | +41,940 | +64.1% | 7Q | SEC ↗ |
| 16 | COLUMBIA ADVISORY PARTNERS LLC | 88,506 | 2M | -1,008 | -1.1% | 2Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 78,891 | 2M | +4,561 | +6.1% | 26Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 71,481 | 2M | +10,592 | +17.4% | 20Q | SEC ↗ |
| 19 | Prospera Financial Services Inc | 71,450 | 2M | +1,746 | +2.5% | 8Q | SEC ↗ |
| 20 | JANE STREET GROUP, LLC | 61,248 | 1M | -110,217 | -64.3% | 4Q | SEC ↗ |
| 21 | Avestar Capital, LLC | 61,056 | 1M | +972 | +1.6% | 15Q | SEC ↗ |
| 22 | MML INVESTORS SERVICES, LLC | 60,330 | 1M | +15,433 | +34.4% | 24Q | SEC ↗ |
| 23 | Janney Montgomery Scott LLC | 59,970 | 1M | +11,232 | +23.0% | 3Q | SEC ↗ |
| 24 | Elevation Capital Advisory, LLC NEW | 57,195 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Simplicity Wealth,LLC NEW | 55,652 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Comprehensive Wealth Management, LLC NEW | 55,067 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Empirical Asset Management, LLC | 49,431 | 1M | +3,857 | +8.5% | 19Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 47,348 | 1M | +27,578 | +139.5% | 19Q | SEC ↗ |
| 29 | GILPIN WEALTH MANAGEMENT, LLC | 28,475 | 636K | — | +0.0% | 3Q | SEC ↗ |
| 30 | NewEdge Advisors, LLC | 25,042 | 559K | -6,993 | -21.8% | 5Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 23,456 | 524K | +20,688 | +747.4% | 3Q | SEC ↗ |
| 32 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 19,825 | 443K | +7,211 | +57.2% | 9Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 19,755 | 441K | +4,786 | +32.0% | 18Q | SEC ↗ |
| 34 | Private Advisor Group, LLC | 16,437 | 367K | -161 | -1.0% | 19Q | SEC ↗ |
| 35 | Duncan Williams Asset Management, LLC | 15,068 | 336K | -645 | -4.1% | 8Q | SEC ↗ |
| 36 | Advisory Alpha, LLC | 14,685 | 328K | -47,958 | -76.6% | 20Q | SEC ↗ |
| 37 | Equitable Holdings, Inc. | 13,587 | 303K | -3,578 | -20.8% | 15Q | SEC ↗ |
| 38 | STEPHENS INC /AR | 11,743 | 262K | — | +0.0% | 5Q | SEC ↗ |
| 39 | CWM, LLC | 11,527 | 257K | +9,883 | +601.2% | 2Q | SEC ↗ |
| 40 | Melone Private Wealth, LLC | 11,118 | 248K | +161 | +1.5% | 11Q | SEC ↗ |
| 41 | Geneos Wealth Management Inc. | 8,838 | 197K | -350 | -3.8% | 26Q | SEC ↗ |
| 42 | FIFTH THIRD BANCORP | 8,390 | 187K | +109 | +1.3% | 2Q | SEC ↗ |
| 43 | CENTAURUS FINANCIAL, INC. NEW | 8,364 | 187K | — | +0.0% | 1Q | SEC ↗ |
| 44 | PRIVATE TRUST CO NA | 6,917 | 154K | — | +0.0% | 7Q | SEC ↗ |
| 45 | ROYAL BANK OF CANADA | 4,347 | 97K | +2,963 | +214.1% | 50Q | SEC ↗ |
| 46 | Global Retirement Partners, LLC NEW | 2,095 | 47K | — | +0.0% | 1Q | SEC ↗ |
| 47 | HHM Wealth Advisors, LLC | 1,656 | 37K | — | +0.0% | 5Q | SEC ↗ |
| 48 | Ameritas Advisory Services, LLC NEW | 1,530 | 34K | — | +0.0% | 1Q | SEC ↗ |
| 49 | NATIONAL BANK OF CANADA /FI | 933 | 21K | — | +0.0% | 13Q | SEC ↗ |
| 50 | PNC Financial Services Group, Inc. | 887 | 20K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| FIG FINANCIAL ADVISORY SERVICES INC | 146,850 | 3M |
| Elevation Capital Advisory, LLC | 57,195 | 1M |
| Simplicity Wealth,LLC | 55,652 | 1M |
| Comprehensive Wealth Management, LL | 55,067 | 1M |
| CENTAURUS FINANCIAL, INC. | 8,364 | 187K |
| Global Retirement Partners, LLC | 2,095 | 47K |
| Ameritas Advisory Services, LLC | 1,530 | 34K |
| Continuum Advisory, LLC | 51 | 1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 16 | 0K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Bank of New York Mellon Corp | 96,605 | 2M |
| McAdam, LLC | 49,408 | 1M |
| Oregon Pacific Wealth Management, L | 20,165 | 450K |
| Alchemi Wealth, LLC | 16,578 | 370K |
| MOULTON WEALTH MANAGEMENT, INC | 12,702 | 284K |
| VERUS CAPITAL PARTNERS, LLC | 11,478 | 256K |
| FLOW TRADERS U.S. LLC | 10,647 | 238K |
| CITADEL ADVISORS LLC | 9,719 | 217K |
| JCSD Capital, LLC | 3,220 | 72K |
| UBS AM, a distinct business unit of | 1,146 | 26K |
| Garton & Associates Financial Advis | 807 | 18K |
| Advisory Services Network, LLC | 167 | 4K |
| OPTIMA CAPITAL LLC | 157 | 4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +158,613 | +10.0% | 1,738,524 |
| AMERIPRISE FINANCIAL INC | +101,304 | +46.2% | 320,753 |
| LPL Financial LLC | +89,885 | +5.5% | 1,726,486 |
| RAYMOND JAMES FINANCIAL INC | +41,940 | +64.1% | 107,334 |
| VICUS CAPITAL | +40,494 | +31.5% | 169,198 |
| COMMONWEALTH EQUITY SERVICES, LLC | +27,578 | +139.5% | 47,348 |
| JPMORGAN CHASE & CO | +20,688 | +747.4% | 23,456 |
| Savvy Advisors, Inc. | +20,075 | +12.5% | 180,572 |
| B. Riley Wealth Advisors, Inc. | +16,275 | +6.0% | 288,985 |
| Integrated Wealth Concepts LLC | +15,442 | +9.1% | 185,404 |
| MML INVESTORS SERVICES, LLC | +15,433 | +34.4% | 60,330 |
| Janney Montgomery Scott LLC | +11,232 | +23.0% | 59,970 |
| STIFEL FINANCIAL CORP | +10,592 | +17.4% | 71,481 |
| CWM, LLC | +9,883 | +601.2% | 11,527 |
| Howard Capital Management, LLC | +9,583 | +9.3% | 112,478 |
| MORGAN STANLEY | +8,411 | +1.2% | 698,232 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +7,211 | +57.2% | 19,825 |
| Cambridge Investment Research Advis | +4,786 | +32.0% | 19,755 |
| OSAIC HOLDINGS, INC. | +4,561 | +6.1% | 78,891 |
| Empirical Asset Management, LLC | +3,857 | +8.5% | 49,431 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -110,217 | -64.3% | 61,248 |
| Systelligence, LLC | -73,011 | -20.6% | 281,841 |
| Advisory Alpha, LLC | -47,958 | -76.6% | 14,685 |
| NewEdge Advisors, LLC | -6,993 | -21.8% | 25,042 |
| Equitable Holdings, Inc. | -3,578 | -20.8% | 13,587 |
| Kestra Advisory Services, LLC | -3,036 | -2.2% | 136,137 |
| Cetera Investment Advisers | -3,020 | -1.6% | 188,414 |
| COLUMBIA ADVISORY PARTNERS LLC | -1,008 | -1.1% | 88,506 |
| Duncan Williams Asset Management, L | -645 | -4.1% | 15,068 |
| FMR LLC | -379 | -78.0% | 107 |
| Geneos Wealth Management Inc. | -350 | -3.8% | 8,838 |
| Private Advisor Group, LLC | -161 | -1.0% | 16,437 |