Skip to content
Disclosery

HYZD WISDOMTREE TR

Follow

HEDGED HI YLD BD (fund)

58 managers (58 13F filers) reported a position in HYZD shares at 2025-03-31, 6,126,125 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
58
13F filers
58
New
5
Added
28
Reduced
15
Sold out
3
Shares held by filers
6,126,125

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 AG1,389,892$30.4M0.01%+6,46513F-HRTimelineGroup
LPL Financial LLC1,017,141$22.3M0.01%+283,70713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY740,299$16.2M<0.01%+168,87113F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.566,819$12.4M0.38%-24,40913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC492,868$10.8M<0.01%-3,05413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC252,599$5.53M<0.01%+42,09713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.153,040$3.35M0.03%+52,93313F-HRTimelineGroup
Integrated Wealth Concepts LLC140,393$3.07M0.04%+3,72913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…115,633$2.53M<0.01%+105,89813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.115,256$2.52M0.01%+79,27813F-HRTimelineGroup
VICUS CAPITAL108,129$2.37M0.22%-5,92013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC94,624$2.07M<0.01%+10,82513F-HRTimeline
Prospera Financial Services Inc75,288$1.65M0.04%+3,65713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…62,595$1.37M<0.01%-8813F-HRTimeline
Avestar Capital, LLC62,442$1.37M0.13%+1,89013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC60,781$1.33M<0.01%-5,86013F-HRTimelineGroup
McAdam, LLC54,140$1.19M0.07%-4,94113F-HRTimeline
WEDBUSH SECURITIES INC49,231$1.08M0.04%-73113F-HRTimeline
MML INVESTORS SERVICES, LLC45,636$999K<0.01%+15,64513F-HRTimeline
Advisory Alpha, LLC45,572$998K0.03%+2,89113F-HR/ATimeline
Howard Capital Management, LLC36,446$798K0.02%+1,75413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,372$796K<0.01%+16,05713F-HRTimelineGroup
Empirical Asset Management, LLC35,229$771K0.26%+2,98913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,965$743K<0.01%-21,30813F-HR/ATimelineGroup
VERUS CAPITAL PARTNERS, LLC30,766$673K0.07%+46413F-HR/ATimeline
Duncan Williams Asset Management, LLC26,181$573K0.21%-5613F-HRTimeline
Cetera Investment Advisers24,302$532K<0.01%+43313F-HRTimeline
OLD MISSION CAPITAL LLC23,388$512K0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC23,333$511K0.33%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,342$489K<0.01%new13F-HR/ATimelineGroup
Oregon Pacific Wealth Management, LLC22,312$488K0.49%+92413F-HRTimeline
Moloney Securities Asset Management, LLC21,412$469K0.06%+4,86713F-HRTimeline
Private Advisor Group, LLC21,184$464K<0.01%+41613F-HRTimeline
United Advisor Group, LLC17,459$382K0.08%-4,74413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,858$369K<0.01%-29,53313F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC14,800$324K0.08%013F-HRTimeline
HCR Wealth Advisors13,000$285K0.04%-5,00013F-HRTimeline
Cambridge Investment Research Advisors,…11,522$252K<0.01%-78413F-HRTimeline
Atria Wealth Solutions, Inc.11,509$252K<0.01%new13F-HRTimeline
Melone Private Wealth, LLC10,320$226K0.12%+15513F-HRTimeline
Geneos Wealth Management Inc.8,248$181K<0.01%-55013F-HRTimeline
COMERICA BANK7,747$170K<0.01%+7,12513F-HRTimeline
PRIVATE TRUST CO NA6,012$132K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,198$70K<0.01%+78513F-HR/ATimelineGroup
Cherry Tree Wealth Management, LLC1,354$29.6K0.01%013F-HRTimeline
Front Row Advisors LLC1,100$24.1K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/933$20.4K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC703$15.4K<0.01%+1413F-HRTimeline
SBI Securities Co., Ltd.515$11.3K<0.01%+2813F-HRTimeline
FMR LLCin group FMR LLC419$9.18K<0.01%+35013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC347$7.72K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC207$4.53K<0.01%013F-HRTimeline
REAP Financial Group, LLC116$2.53K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…95$2.08K<0.01%-1,48613F-HRTimelineGroup
Continuum Advisory, LLC51$1.12K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$24<0.01%+113F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1$22<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.