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Disclosery

HYZD WISDOMTREE TR

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HEDGED HI YLD BD (fund)

57 managers (58 13F filers) reported a position in HYZD shares at 2026-03-31, 7,174,264 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
57
13F filers
58
New
8
Added
25
Reduced
14
Sold out
8
Shares held by filers
7,174,264

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC1,636,601$36M0.01%+155,11113F-HRTimeline
UBS Group AGgroup of 2 filers holding1,581,057$34.8M+63,624Timeline
MORGAN STANLEYin group MORGAN STANLEY689,821$15.2M<0.01%-20,46913F-HRTimelineGroup
Systelligence, LLC354,852$7.81M1.52%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC335,174$7.38M<0.01%-81,16313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.272,710$6.01M0.39%+5,09713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC219,449$4.83M<0.01%+90,80313F-HR/ATimelineGroup
Cetera Investment Advisers191,434$4.21M<0.01%+37,55713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC171,465$3.77M<0.01%+154,22513F-HRTimelineGroup
Integrated Wealth Concepts LLC169,962$3.74M0.03%+10,45913F-HRTimeline
Savvy Advisors, Inc.160,497$3.53M0.09%+17,48313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC139,173$3.06M0.01%+9,48413F-HRTimelineGroup
VICUS CAPITAL128,704$2.83M0.21%+10,58113F-HRTimeline
Howard Capital Management, LLC102,895$2.26M0.04%+7,98013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp96,605$2.13M<0.01%new13F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC89,514$1.97M1.26%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.74,330$1.64M<0.01%+14,45313F-HRTimelineGroup
Prospera Financial Services Inc69,704$1.53M0.02%-65213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC65,394$1.44M<0.01%-1,00213F-HRTimelineGroup
Advisory Alpha, LLC62,643$1.38M0.04%+6,41813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP60,889$1.34M<0.01%+66613F-HRTimelineGroup
Avestar Capital, LLC60,084$1.32M0.09%-21413F-HRTimeline
McAdam, LLC49,408$1.09M0.05%+57213F-HRTimeline
Janney Montgomery Scott LLC48,738$1.07M<0.01%+4,49413F-HRTimeline
Empirical Asset Management, LLC45,574$1M0.27%+1,57513F-HRTimeline
MML INVESTORS SERVICES, LLC44,897$988K<0.01%-87,66913F-HRTimeline
NewEdge Advisors, LLC32,035$705K<0.01%-79813F-HR/ATimeline
GILPIN WEALTH MANAGEMENT, LLC28,475$627K0.5%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,770$435K<0.01%-1,40913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,165$387K<0.01%-3,17413F-HRTimelineGroup
Private Advisor Group, LLC16,598$365K<0.01%-4,50413F-HRTimeline
Duncan Williams Asset Management, LLC15,713$346K0.1%-7,67413F-HRTimeline
Cambridge Investment Research Advisors,…14,969$329K<0.01%+2,45513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,614$282K<0.01%-54,37113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,743$258K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC11,527$254K<0.01%+9,88313F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC11,478$253K0.02%-3813F-HRTimeline
Melone Private Wealth, LLC10,957$241K0.1%+15513F-HRTimeline
FLOW TRADERS U.S. LLC10,647$234K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.9,188$202K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,281$182K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA6,917$152K0.01%013F-HRTimeline
JCSD Capital, LLC3,220$70.9K0.11%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,768$61K<0.01%+1,12413F-HR/ATimelineGroup
HHM Wealth Advisors, LLC1,656$36.4K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,384$30K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/933$20.5K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…887$19.5K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.829$18.2K<0.01%+3013F-HRTimeline
Smartleaf Asset Management LLC758$16.7K<0.01%+3013F-HRTimeline
AE Wealth Management LLC727$16K<0.01%+1113F-HRTimeline
FMR LLCin group FMR LLC486$10.7K<0.01%+22813F-HRTimelineGroup
Front Row Advisors LLC440$9.68K<0.01%013F-HRTimeline
McIlrath & Eck, LLC207$4.56K<0.01%013F-HRTimeline
Advisory Services Network, LLC167$3.68K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN150$3.3K<0.01%-11,17613F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.1$23<0.01%013F-HRTimeline