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Disclosery

HYZD WISDOMTREE TR

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HEDGED HI YLD BD (fund)

58 managers (58 13F filers) reported a position in HYZD shares at 2026-06-30, 7,869,231 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
58
13F filers
58
New
8
Added
27
Reduced
12
Sold out
7
Shares held by filers
7,869,231

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
UBS Group AGgroup of 2 filers holding1,738,524$39.1M+157,467Timeline
LPL Financial LLC1,726,486$38.9M0.01%+89,88513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY698,232$15.7M<0.01%+8,41113F-HRTimelineGroup
Integrated Wealth Concepts LLC370,807$8.35M0.04%+200,84513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC338,740$7.62M<0.01%+3,56613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC320,753$7.22M<0.01%+101,30413F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.288,985$6.49M0.35%+16,27513F-HRTimeline
Systelligence, LLC281,841$6.34M1.06%-73,01113F-HRTimeline
Cetera Investment Advisers188,414$4.24M<0.01%-3,02013F-HRTimeline
Savvy Advisors, Inc.180,572$4.06M0.09%+20,07513F-HRTimeline
VICUS CAPITAL169,198$3.81M0.25%+40,49413F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV146,850$3.31M1.94%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC136,137$3.06M0.01%-3,03613F-HRTimelineGroup
Howard Capital Management, LLC112,478$2.53M0.03%+9,58313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC107,334$2.42M<0.01%+41,94013F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC88,506$1.99M1.1%-1,00813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.78,891$1.78M<0.01%+4,56113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP71,481$1.61M<0.01%+10,59213F-HRTimelineGroup
Prospera Financial Services Inc71,450$1.61M0.02%+1,74613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC61,248$1.38M<0.01%-110,21713F-HRTimelineGroup
Avestar Capital, LLC61,056$1.37M0.08%+97213F-HRTimeline
MML INVESTORS SERVICES, LLC60,330$1.36M<0.01%+15,43313F-HRTimeline
Janney Montgomery Scott LLC59,970$1.35M<0.01%+11,23213F-HRTimeline
Elevation Capital Advisory, LLC57,195$1.29M0.5%new13F-HRTimeline
Simplicity Wealth,LLC55,652$1.25M0.04%new13F-HRTimeline
Comprehensive Wealth Management, LLC55,067$1.24M0.57%new13F-HRTimeline
Empirical Asset Management, LLC49,431$1.11M0.25%+3,85713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC47,348$1.07M<0.01%+27,57813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC28,475$641K0.44%013F-HRTimeline
NewEdge Advisors, LLC25,042$564K<0.01%-6,99313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,456$527K<0.01%+20,68813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,825$448K<0.01%+7,21113F-HRTimeline
Cambridge Investment Research Advisors,…19,755$445K<0.01%+4,78613F-HR/ATimeline
Private Advisor Group, LLC16,437$370K<0.01%-16113F-HRTimeline
Duncan Williams Asset Management, LLC15,068$339K0.08%-64513F-HRTimeline
Advisory Alpha, LLC14,685$331K0.01%-47,95813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,587$306K<0.01%-3,57813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…11,743$264K<0.01%013F-HRTimelineGroup
Melone Private Wealth, LLC11,118$250K0.1%+16113F-HRTimeline
Geneos Wealth Management Inc.8,838$199K<0.01%-35013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,390$189K<0.01%+10913F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.8,364$188K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA6,917$156K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,347$98K<0.01%+2,96313F-HRTimelineGroup
Global Retirement Partners, LLC2,095$47.2K<0.01%13F-HRTimeline
HHM Wealth Advisors, LLC1,656$37.3K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,530$34.4K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/933$21K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…887$20K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.847$19.1K<0.01%+1813F-HRTimeline
Smartleaf Asset Management LLC758$17K<0.01%013F-HRTimeline
AE Wealth Management LLC737$16.6K<0.01%+1013F-HRTimeline
Front Row Advisors LLC440$9.96K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN150$3.37K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC107$2.4K<0.01%-37913F-HRTimelineGroup
Continuum Advisory, LLC51$1.15K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16$360<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1$23<0.01%013F-HRTimeline