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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 58

Total Value: $157,254,471

Total Shares: 7,173,217

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 58 13F filers · Δ vs Dec 31, 2025

Top Holder

22.9%

−0.7 pts

Top 5

64.3%

−4.2 pts

Top 10

78.7%

−1.0 pts

HHI

1,221

Broadly held−99

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -2

Institutional value: +8.8%

Shares held: +11.8%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds
Mega LPL Financial LLC	+155,111	1,636,601
Mega JANE STREET GROUP, LLC	+154,225	171,465
Mega AMERIPRISE FINANCIAL INC	+90,803	219,449
Mega UBS Group AG	+62,478	1,579,911
Large Cetera Investment Advisers	+37,557	191,434

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds
Large MML INVESTORS SERVICES, LLC	−87,669	44,897
Mega ENVESTNET ASSET MANAGEMENT INC	−81,163	335,174
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	−54,371	12,614
Mega MORGAN STANLEY	−20,469	689,821
Mega WELLS FARGO & COMPANY/MN	−11,176	150

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Micro Systelligence, LLC	354,852	$7,810,292
Mega Bank of New York Mellon Corp	96,605	$2,126,276
Micro COLUMBIA ADVISORY PARTNERS LLC	89,514	$1,970,203
Small FLOW TRADERS U.S. LLC	10,647	$234,340
Large FIFTH THIRD BANCORP	8,281	$182,264

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Micro Elevation Capital Advisory, LLC	46,795	$1,054,291
Micro Oregon Pacific Wealth Management, LLC	20,165	$454,317
Micro Comprehensive Wealth Management, LLC	17,129	$385,916
Small Alchemi Wealth, LLC	16,578	$373,502
Micro MOULTON WEALTH MANAGEMENT, INC	12,702	$286,176

Filter: New 8 Increased 25 Reduced 14 Sold out 10 Unchanged 11

Showing 58 of 58

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

LPL Financial LLC HYZD

$36,021,588

22.91%

1,636,601

UBS Group AG HYZD

$34,773,840

22.11%

1,579,911

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,579,794	$34,771,265	100.0%	Defined
UBS Securities LLC	117	$2,575	0.0%	Defined

MORGAN STANLEY HYZD

$15,182,960

9.66%

689,821

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	689,821	$15,182,960	100.0%	Defined

Systelligence, LLC HYZD

$7,810,292

4.97%

354,852

ENVESTNET ASSET MANAGEMENT INC HYZD

$7,377,179

4.69%

335,174

B. Riley Wealth Advisors, Inc. HYZD

$6,002,347

3.82%

272,710

AMERIPRISE FINANCIAL INC HYZD

$4,830,072

3.07%

219,449

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	219,449	$4,830,072	100.0%	Defined

Cetera Investment Advisers HYZD

$4,213,462

2.68%

191,434

JANE STREET GROUP, LLC HYZD

$3,773,944

2.40%

171,465

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	171,465	$3,773,944	100.0%	Defined

Integrated Wealth Concepts LLC HYZD

$3,740,863

2.38%

169,962

Savvy Advisors, Inc. HYZD

$3,532,538

2.25%

160,497

Kestra Advisory Services, LLC HYZD

$3,063,197

1.95%

139,173

VICUS CAPITAL HYZD

$2,832,775

1.80%

128,704

Howard Capital Management Inc. HYZD

$2,264,718

1.44%

102,895

Bank of New York Mellon Corp HYZD

$2,126,276

1.35%

96,605

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	96,604	$2,126,254	100.0%	Defined
Held directly	1	$22	0.0%	Defined

COLUMBIA ADVISORY PARTNERS LLC HYZD

$1,970,203

1.25%

89,514

OSAIC HOLDINGS, INC. HYZD

$1,636,002

1.04%

74,330

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	30,792	$677,731	41.4%	Defined
Osaic Advisory Services, LLC	43,538	$958,271	58.6%	Defined

Prospera Financial Services Inc HYZD

$1,534,185

0.98%

69,704

RAYMOND JAMES FINANCIAL INC HYZD

$1,439,321

0.92%

65,394

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	20,020	$440,640	30.6%	Defined
Raymond James Financial Services Advisors, Inc.	45,374	$998,681	69.4%	Defined

Advisory Alpha, LLC HYZD

$1,378,772

0.88%

62,643

STIFEL FINANCIAL CORP HYZD

$1,340,166

0.85%

60,889

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	60,889	$1,340,166	100.0%	Defined

Avestar Capital, LLC HYZD

$1,322,448

0.84%

60,084

McAdam, LLC HYZD

$1,087,470

0.69%

49,408

Janney Montgomery Scott LLC HYZD

$1,072,723

0.68%

48,738

Empirical Asset Management, LLC HYZD

$1,003,083

0.64%

45,574

MML INVESTORS SERVICES, LLC HYZD

$988,182

0.63%

44,897

GILPIN WEALTH MANAGEMENT, LLC HYZD

$626,734

0.40%

28,475

COMMONWEALTH EQUITY SERVICES, LLC HYZD

$435,137

0.28%

19,770

Equitable Holdings, Inc. HYZD

$377,801

0.24%

17,165

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	17,165	$377,801	100.0%	Defined

Private Advisor Group, LLC HYZD

$365,321

0.23%

16,598

Duncan Williams Asset Management, LLC HYZD

$345,843

0.22%

15,713

Cambridge Investment Research Advisors, Inc. HYZD

$329,467

0.21%

14,969

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC HYZD

$277,634

0.18%

12,614

STEPHENS INC /AR/ HYZD

$258,463

0.16%

11,743

CWM, LLC HYZD

$253,709

0.16%

11,527

VERUS CAPITAL PARTNERS, LLC HYZD

$252,630

0.16%

11,478

Melone Private Wealth, LLC HYZD

$241,163

0.15%

10,957

FLOW TRADERS U.S. LLC HYZD

$234,340

0.15%

10,647

Geneos Wealth Management Inc. HYZD

$202,227

0.13%

9,188

FIFTH THIRD BANCORP HYZD

$182,264

0.12%

8,281

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	8,281	$182,264	100.0%	Defined

PRIVATE TRUST CO NA HYZD

$152,243

0.10%

6,917

JCSD Capital, LLC HYZD

$70,872

0.05%

3,220

JPMORGAN CHASE & CO HYZD

$60,923

0.04%

2,768

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	2,768	$60,923	100.0%	Other

NewEdge Advisors, LLC HYZD

$54,041

0.03%

30,988

HHM Wealth Advisors, LLC HYZD

$36,448

0.02%

1,656

ROYAL BANK OF CANADA HYZD

$30,461

0.02%

1,384

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	1,384	$30,461	100.0%	Defined

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC HYZD

$25,223

0.02%

1,146

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	1,146	$25,223	100.0%	Defined

NATIONAL BANK OF CANADA /FI/ HYZD

$20,535

0.01%

933

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	933	$20,535	100.0%	Defined

PNC FINANCIAL SERVICES GROUP, INC. HYZD

$19,522

0.01%

887

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	887	$19,522	100.0%	Defined

SBI Securities Co., Ltd. HYZD

$18,246

0.01%

829

Smartleaf Asset Management LLC HYZD

$16,683

0.01%

758

AE Wealth Management LLC HYZD

$16,001

0.01%

727

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RSG Investments LLC	727	$16,001	100.0%	Other

FMR LLC HYZD

$10,696

0.01%

486

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	485	$10,674	99.8%	Defined
Held directly	1	$22	0.2%	Defined

Front Row Advisors LLC HYZD

$9,684

0.01%

440

McIlrath & Eck, LLC HYZD

$4,556

0.00%

207

Advisory Services Network, LLC HYZD

$3,675

0.00%

167

WELLS FARGO & COMPANY/MN HYZD

$3,301

0.00%

150

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	150	$3,301	100.0%	Defined

DHJJ Financial Advisors, Ltd. HYZD

$22

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	9,719	$218,969	100.0%	Defined