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Disclosery

HYZD WISDOMTREE TR

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HEDGED HI YLD BD (fund)

55 managers (55 13F filers) reported a position in HYZD shares at 2025-06-30, 5,417,765 shares in all. 6 filers opened a position and 10 filers sold out during the quarter.

Managers
55
13F filers
55
New
6
Added
19
Reduced
22
Sold out
10
Shares held by filers
5,417,765

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 AGin group UBS Group AG1,391,370$31.1M0.01%+1,47813F-HRTimelineGroup
LPL Financial LLC1,020,860$22.9M0.01%+3,71913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY727,574$16.3M<0.01%-12,72513F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.450,516$10.1M0.49%-116,30313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC334,693$7.49M<0.01%-158,17513F-HRTimelineGroup
Integrated Wealth Concepts LLC147,849$3.31M0.03%+7,45613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC124,716$2.79M<0.01%+30,09213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.89,732$2.01M0.02%-63,30813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.87,273$1.95M<0.01%-27,98313F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC73,226$1.64M<0.01%-179,37313F-HRTimelineGroup
Prospera Financial Services Inc72,583$1.62M0.03%-2,70513F-HRTimeline
VICUS CAPITAL68,604$1.54M0.13%-39,52513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…65,124$1.46M<0.01%+2,52913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC64,936$1.45M<0.01%+4,15513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC64,804$1.45M<0.01%+19,16813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP58,268$1.3M<0.01%+21,89613F-HRTimelineGroup
Avestar Capital, LLC55,061$1.23M0.09%-7,38113F-HRTimeline
McAdam, LLC51,888$1.16M0.06%-2,25213F-HRTimeline
Advisory Alpha, LLC46,650$1.04M0.03%+1,07813F-HRTimeline
WEDBUSH SECURITIES INC38,687$866K0.03%-10,54413F-HRTimeline
Howard Capital Management, LLC38,354$859K0.01%+1,90813F-HRTimeline
Empirical Asset Management, LLC35,660$798K0.25%+43113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC32,729$733K0.07%+1,96313F-HR/ATimeline
Duncan Williams Asset Management, LLC26,139$585K0.18%-4213F-HR/ATimeline
Comprehensive Wealth Management, LLC22,995$515K0.41%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC21,547$482K0.46%-76513F-HRTimeline
Private Advisor Group, LLC21,406$479K<0.01%+22213F-HRTimeline
Moloney Securities Asset Management, LLC21,377$479K0.06%-3513F-HRTimeline
OLD MISSION CAPITAL LLC17,781$398K0.01%-5,60713F-HRTimeline
Cetera Investment Advisers16,274$364K<0.01%-8,02813F-HRTimeline
United Advisor Group, LLC16,261$364K0.06%-1,19813F-HRTimeline
Atria Wealth Solutions, Inc.14,401$323K0.01%+2,89213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,304$320K<0.01%-2,55413F-HRTimelineGroup
Cambridge Investment Research Advisors,…12,778$286K<0.01%+1,25613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,743$263K<0.01%new13F-HRTimelineGroup
Melone Private Wealth, LLC10,482$234K0.12%+16213F-HRTimeline
HHM Wealth Advisors, LLC10,323$231K0.03%new13F-HRTimeline
Geneos Wealth Management Inc.9,014$202K<0.01%+76613F-HRTimeline
COMERICA BANK7,859$176K<0.01%+11213F-HRTimeline
PRIVATE TRUST CO NA6,012$135K0.01%013F-HRTimeline
NewEdge Advisors, LLC5,225$117K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,121$70K<0.01%-7713F-HR/ATimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,342$52.4K<0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC1,120$25.1K0.01%-23413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/933$20.8K<0.01%013F-HR/ATimelineGroup
Smartleaf Asset Management LLC703$15.7K<0.01%013F-HRTimeline
Front Row Advisors LLC660$14.8K0.01%-44013F-HRTimeline
SBI Securities Co., Ltd.588$13.2K<0.01%+7313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/435$9.74K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC369$8.26K<0.01%-5013F-HRTimelineGroup
McIlrath & Eck, LLC207$4.63K<0.01%013F-HRTimeline
Global Retirement Partners, LLC207$4.63K<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.1$23<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$13<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.