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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 2025-09-30, 5,729,834 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
55
13F filers
55
New
7
Added
19
Reduced
22
Sold out
5
Shares held by filers
5,729,834

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 AG1,385,502$31.1M0.01%-5,86813F-HRTimelineGroup
LPL Financial LLC1,156,009$26M0.01%+135,14913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY722,213$16.2M<0.01%-5,36113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC350,027$7.87M<0.01%+15,33413F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.274,387$6.17M0.3%-176,12913F-HRTimeline
Elevation Capital Advisory, LLC231,725$5.21M2.08%new13F-HRTimeline
Cetera Investment Advisers154,341$3.47M<0.01%+138,06713F-HRTimeline
Integrated Wealth Concepts LLC153,518$3.45M0.03%+5,66913F-HRTimeline
VICUS CAPITAL112,475$2.53M0.19%+43,87113F-HRTimeline
MML INVESTORS SERVICES, LLC88,255$1.98M0.01%+23,45113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.87,872$1.98M0.01%-1,86013F-HRTimelineGroup
Howard Capital Management, LLC87,540$1.97M0.03%+49,18613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC83,845$1.88M0.01%+69,54113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC75,754$1.7M<0.01%+2,52813F-HRTimelineGroup
Prospera Financial Services Inc71,163$1.6M0.03%-1,42013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…65,445$1.48M<0.01%+32113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,589$1.34M<0.01%-27,68413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP57,857$1.3M<0.01%-41113F-HRTimelineGroup
Avestar Capital, LLC56,308$1.27M0.09%+1,24713F-HRTimeline
Advisory Alpha, LLC50,140$1.13M0.03%+3,49013F-HRTimeline
McAdam, LLC50,282$1.13M0.06%-1,60613F-HRTimeline
Empirical Asset Management, LLC38,070$856K0.24%+2,41013F-HRTimeline
NewEdge Advisors, LLC35,414$796K<0.01%+30,18913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC32,718$736K0.06%-1113F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,724$623K<0.01%new13F-HRTimelineGroup
Duncan Williams Asset Management, LLC23,391$526K0.15%-2,74813F-HRTimeline
Moloney Securities Asset Management, LLC21,713$488K0.06%+33613F-HRTimeline
Oregon Pacific Wealth Management, LLC21,523$484K0.42%-2413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,953$449K<0.01%-44,98313F-HRTimelineGroup
Private Advisor Group, LLC19,727$443K<0.01%-1,67913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,561$440K<0.01%-105,15513F-HRTimeline
Comprehensive Wealth Management, LLC19,445$437K0.31%-3,55013F-HRTimeline
Cambridge Investment Research Advisors,…11,760$264K<0.01%-1,01813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,743$264K<0.01%013F-HRTimelineGroup
Melone Private Wealth, LLC10,639$239K0.11%+15713F-HRTimeline
United Advisor Group, LLC9,221$207K0.03%-7,04013F-HRTimeline
Geneos Wealth Management Inc.8,838$199K0.01%-17613F-HRTimeline
COMERICA BANK7,965$179K<0.01%+10613F-HRTimeline
PRIVATE TRUST CO NA6,012$135K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,656$37.2K<0.01%-8,66713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,413$32K<0.01%-1,70813F-HRTimelineGroup
Global Retirement Partners, LLC1,324$29.8K<0.01%+1,11713F-HRTimeline
AE Wealth Management LLC1,266$28.5K<0.01%new13F-HRTimeline
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$19.9K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.795$17.9K<0.01%+20713F-HRTimeline
Smartleaf Asset Management LLC703$15.8K<0.01%013F-HRTimeline
Front Row Advisors LLC440$9.89K<0.01%-22013F-HRTimeline
FMR LLCin group FMR LLC257$5.78K<0.01%-11213F-HRTimelineGroup
McIlrath & Eck, LLC207$4.65K<0.01%013F-HRTimeline
Advisory Services Network, LLC167$3.75K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.75$1.69K<0.01%new13F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC45$1K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1$23<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$18<0.01%013F-HRTimelineGroup