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Disclosery

HYZD WISDOMTREE TR

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HEDGED HI YLD BD (fund)

60 managers (60 13F filers) reported a position in HYZD shares at 2025-12-31, 6,414,468 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
60
13F filers
60
New
7
Added
28
Reduced
15
Sold out
4
Shares held by filers
6,414,468

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 AG1,517,433$34.2M0.01%+131,93113F-HRTimelineGroup
LPL Financial LLC1,481,490$33.4M0.01%+325,48113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY710,290$16M<0.01%-11,92313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC416,337$9.38M<0.01%+66,31013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.267,613$6.03M0.29%-6,77413F-HRTimeline
Integrated Wealth Concepts LLC159,503$3.59M0.04%+5,98513F-HRTimeline
Cetera Investment Advisers153,877$3.47M<0.01%-46413F-HRTimeline
Savvy Advisors, Inc.143,014$3.22M0.1%new13F-HRTimeline
MML INVESTORS SERVICES, LLC132,566$2.99M0.01%+44,31113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC129,689$2.92M0.01%+45,84413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC128,646$2.9M<0.01%+52,89213F-HRTimelineGroup
VICUS CAPITAL118,123$2.66M0.2%+5,64813F-HRTimeline
Howard Capital Management, LLC94,915$2.14M0.03%+7,37513F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC12,702$1.84M1.75%new13F-HRTimeline
Prospera Financial Services Inc70,356$1.59M0.03%-80713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…66,985$1.51M<0.01%+1,54013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC66,396$1.5M<0.01%+46,44313F-HRTimelineGroup
Avestar Capital, LLC60,298$1.36M0.09%+3,99013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP60,223$1.36M<0.01%+2,36613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,877$1.35M<0.01%+28813F-HRTimelineGroup
Advisory Alpha, LLC56,225$1.27M0.03%+6,08513F-HRTimeline
McAdam, LLC48,836$1.1M0.05%-1,44613F-HRTimeline
Elevation Capital Advisory, LLC46,795$1.05M0.43%-184,93013F-HRTimeline
Janney Montgomery Scott LLC44,244$997K<0.01%new13F-HRTimeline
Empirical Asset Management, LLC43,999$991K0.28%+5,92913F-HRTimeline
NewEdge Advisors, LLC32,833$740K<0.01%-2,58113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC28,475$642K0.51%13F-HRTimeline
Duncan Williams Asset Management, LLC23,387$528K0.13%-413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,179$477K<0.01%+1,61813F-HRTimeline
Private Advisor Group, LLC21,102$475K<0.01%+1,37513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,339$458K<0.01%-67,53313F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC20,165$454K0.47%-1,35813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,240$388K<0.01%-10,48413F-HRTimelineGroup
Comprehensive Wealth Management, LLC17,129$386K0.23%-2,31613F-HRTimeline
Alchemi Wealth, LLC16,578$374K0.2%13F-HRTimeline
Cambridge Investment Research Advisors,…12,514$282K<0.01%+75413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,743$265K<0.01%013F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC11,516$259K0.02%-21,20213F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,326$255K<0.01%+11,32513F-HRTimelineGroup
Melone Private Wealth, LLC10,802$243K0.1%+16313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,719$219K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.9,188$207K0.01%+35013F-HRTimeline
COMERICA BANK8,058$182K<0.01%+9313F-HRTimeline
PRIVATE TRUST CO NA6,917$156K0.01%+90513F-HRTimeline
HHM Wealth Advisors, LLC1,656$37.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,644$37K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,644$37K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC1,565$35.3K<0.01%+24113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,384$31K<0.01%-2913F-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
Garton & Associates Financial Advisors …807$18.2K0.01%13F-HRTimeline
SBI Securities Co., Ltd.799$18K<0.01%+413F-HRTimeline
Smartleaf Asset Management LLC728$16.4K<0.01%+2513F-HRTimeline
AE Wealth Management LLC716$16.1K<0.01%-55013F-HRTimeline
Front Row Advisors LLC440$9.91K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC258$5.82K<0.01%+113F-HRTimelineGroup
McIlrath & Eck, LLC207$4.66K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC157$3.54K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1$23<0.01%013F-HRTimeline