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Disclosery

HYZD WISDOMTREE TR

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HEDGED HI YLD BD (fund)

57 managers (57 13F filers) reported a position in HYZD shares at 2024-12-31, 5,913,811 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
57
13F filers
57
New
9
Added
18
Reduced
17
Sold out
3
Shares held by filers
5,913,811

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 AGin group UBS Group AG1,383,427$30.8M0.01%+77,79713F-HRTimelineGroup
LPL Financial LLC733,434$16.3M0.01%+140,00913F-HRTimeline
B. Riley Wealth Advisors, Inc.591,228$13.1M0.43%-33,13113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY571,428$12.7M<0.01%-9713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC495,922$11M<0.01%-73,31913F-HRTimelineGroup
GeoWealth Management, LLC282,348$6.28M0.21%new13F-HRTimeline
Elevation Capital Advisory, LLC282,348$6.28M2.69%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC210,502$4.68M<0.01%+24,56813F-HRTimelineGroup
Integrated Wealth Concepts LLC136,664$3.04M0.04%+11,50713F-HRTimeline
VICUS CAPITAL114,049$2.54M0.23%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.100,107$2.23M0.02%+21,53013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC83,799$1.86M<0.01%+13,00813F-HRTimeline
Prospera Financial Services Inc71,631$1.59M0.04%+56,98613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC66,641$1.48M<0.01%13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…62,683$1.39M<0.01%+4,70313F-HR/ATimeline
Avestar Capital, LLC60,552$1.35M0.12%-7,13213F-HRTimeline
McAdam, LLC59,081$1.31M0.07%-5,29313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC55,273$1.23M<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC49,962$1.11M0.04%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC46,391$1.03M0.01%+6,25413F-HRTimelineGroup
Advisory Alpha, LLC42,681$949K0.03%+1,82713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,978$800K<0.01%+5,42113F-HR/ATimelineGroup
Howard Capital Management, LLC34,692$772K0.01%-713F-HRTimeline
Empirical Asset Management, LLC32,240$717K0.24%+2,21813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC30,302$674K0.06%-3,23713F-HR/ATimeline
MML INVESTORS SERVICES, LLC29,991$667K<0.01%-45613F-HRTimeline
Duncan Williams Asset Management, LLC26,237$584K0.23%-10413F-HRTimeline
Cetera Investment Advisers23,869$531K<0.01%-2,40513F-HRTimeline
United Advisor Group, LLC22,203$494K0.1%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC21,388$476K0.47%13F-HRTimeline
Private Advisor Group, LLC20,768$462K<0.01%-12,34813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,315$452K<0.01%013F-HRTimelineGroup
HCR Wealth Advisors18,000$400K0.05%013F-HRTimeline
Moloney Securities Asset Management, LLC16,545$368K0.05%+1,90813F-HRTimeline
Legacy Capital Wealth Partners, LLC14,800$329K0.08%new13F-HRTimeline
Cambridge Investment Research Advisors,…12,306$274K<0.01%+713F-HRTimeline
Melone Private Wealth, LLC10,165$226K0.12%+16113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,735$217K<0.01%-58,70613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,262$206K<0.01%-26513F-HRTimelineGroup
Geneos Wealth Management Inc.8,798$196K0.01%+33913F-HRTimeline
PRIVATE TRUST CO NA6,012$134K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,413$54K<0.01%-1,14013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,581$35.2K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC1,354$30.1K0.01%013F-HRTimeline
Front Row Advisors LLC1,100$24.5K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/933$20.8K<0.01%+1613F-HRTimelineGroup
Smartleaf Asset Management LLC689$15.4K<0.01%-8,77013F-HRTimeline
COMERICA BANK622$13.8K<0.01%013F-HR/ATimeline
SBI Securities Co., Ltd.487$10.8K<0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC347$7.72K<0.01%new13F-HRTimelineGroup
McIlrath & Eck, LLC207$4.6K<0.01%013F-HRTimeline
Global Retirement Partners, LLC200$4.46K<0.01%+313F-HRTimeline
FMR LLCin group FMR LLC69$1.53K<0.01%-1413F-HRTimelineGroup
Continuum Advisory, LLC51$1.13K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1$23<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$8<0.01%-1,62113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.