HYZD · WisdomTree Interest Rate Hedged High Yield Bond Fund ETF
$22.60
-0.02 (-0.08%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $12,407,667
Total Shares: 566,819
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2024Top Holder
100.0%
+66.4 pts
Top 5
100.0%
+10.6 pts
Top 10
100.0%
+2.6 pts
HHI
10,000
Highly concentrated+7,901
Quarterly Activity
vs Mar 31, 2024
New
0
Increased
0
Decreased
1
Sold Out
17
Unchanged
0
Holder count:
-17
Institutional value:
-83.8%
Shares held:
-83.7%
Top Buyers
vs Mar 31, 2024No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2024| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid B. Riley Wealth Advisors, Inc. | −603,735 | 566,819 |
Top New Positions
vs Mar 31, 2024No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large Kestra Advisory Services, LLC | 687,065 | $15,136,041 | |
| Mega AMERIPRISE FINANCIAL INC | 646,151 | $14,234,706 | |
| Mega MORGAN STANLEY | 501,543 | $11,048,992 | |
| Mid Integrated Wealth Concepts LLC | 105,373 | $2,321,367 | |
| Mid Equitable Holdings, Inc. | 96,646 | $2,129,111 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid B. Riley Wealth Advisors, Inc. HYZD | $12,407,667 | 100.00% | 566,819 | Shares | 2026-08-28 |