Who Owns WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD)?Hedge Fund & Institutional Holders

$22.23-0.04 (-0.17%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.418533000160009e+136T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$21.04$21.47$21.90$22.33$22.76Aug 24May 25Mar 26

HYZD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+416K+$9.0M
B. Riley Wealth Advisors, Inc.New Position+268K+$6.0M
Savvy Advisors, Inc.New Position+143K+$3.2M
VICUS CAPITALNew Position+118K+$2.7M
Howard Capital Management Inc.New Position+95K+$2.1M
MOULTON WEALTH MANAGEMENT, INCNew Position+13K+$1.8M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+67K+$1.5M
Elevation Capital Advisory, LLCNew Position+47K+$1.1M
McAdam, LLCNew Position+49K+$1.0M
GILPIN WEALTH MANAGEMENT, LLCNew Position+28K+$641K
Oregon Pacific Wealth Management, LLCNew Position+20K+$454K
Comprehensive Wealth Management, LLCNew Position+17K+$385K
Alchemi Wealth, LLCNew Position+17K+$373K
STEPHENS INC /AR/New Position+12K+$264K
Melone Private Wealth, LLCNew Position+11K+$243K

HYZD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-12K-$16.2B
Cetera Investment AdvisersDecreased-464-$3.5B
Equitable Holdings, Inc.Decreased-68K-$2.0B
Prospera Financial Services IncDecreased-807-$1.6B
NewEdge Advisors, LLCDecreased-3K-$796.1M
VERUS CAPITAL PARTNERS, LLCDecreased-21K-$735.5M
JANE STREET GROUP, LLCDecreased-10K-$623.2M
Duncan Williams Asset Management, LLCDecreased-4-$525.3M
United Advisor Group, LLCClosed Position-9K-$207.3M
ROYAL BANK OF CANADADecreased-29-$32.0M
Advisory Services Network, LLCClosed Position-167-$3.8M
CIBC Private Wealth Group LLCClosed Position-75-$1.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG1,517,264$34.2M0.01%Share
2LPL Financial LLC1,481,490$33.0M0.01%Share
3MORGAN STANLEY710,290$16.0M0.00%Share
4ENVESTNET ASSET MANAGEMENT INC416,337$9.0M0.00%Share
5B. Riley Wealth Advisors, Inc.267,613$6.0M0.28%Share
6Savvy Advisors, Inc.143,014$3.2M0.10%Share
7Integrated Wealth Concepts LLC159,503$3.0M0.04%Share
8Cetera Investment Advisers153,877$3.0M0.00%Share
9VICUS CAPITAL118,123$2.7M0.20%Share
10Howard Capital Management Inc.94,915$2.1M0.03%Share
11AMERIPRISE FINANCIAL INC128,646$2.0M0.00%Share
12MML INVESTORS SERVICES, LLC132,566$2.0M0.00%Share
13Kestra Advisory Services, LLC129,689$2.0M0.01%Share
14MOULTON WEALTH MANAGEMENT, INC12,702$1.8M1.74%Share
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC66,985$1.5M0.00%Share
16Advisory Alpha, LLC56,225$1.3M0.03%Share
17Elevation Capital Advisory, LLC46,795$1.1M0.43%Share
18McAdam, LLC48,836$1.0M0.05%Share
19STIFEL FINANCIAL CORP60,223$1.0M0.00%Share
20RAYMOND JAMES FINANCIAL INC45,374$1.0M0.00%Share
21Prospera Financial Services Inc70,356$1.0M0.02%Share
22Avestar Capital, LLC60,298$1.0M0.06%Share
23Empirical Asset Management, LLC43,999$991K0.28%Share
24GILPIN WEALTH MANAGEMENT, LLC28,475$641K0.51%Share
25Duncan Williams Asset Management, LLC23,387$528K0.13%Share
26Oregon Pacific Wealth Management, LLC20,165$454K0.47%Share
27Comprehensive Wealth Management, LLC17,129$385K0.23%Share
28Alchemi Wealth, LLC16,578$373K0.20%Share
29STEPHENS INC /AR/11,743$264K0.00%Share
30Melone Private Wealth, LLC10,802$243K0.10%Share
31Geneos Wealth Management Inc.9,188$207K0.01%Share
32COMERICA BANK8,058$181K0.00%Share
33PRIVATE TRUST CO NA6,917$155K0.01%Share
34HHM Wealth Advisors, LLC1,656$37K0.00%Share
35CWM, LLC1,644$37K0.00%Share
36SBI Securities Co., Ltd.799$18K0.00%Share
37Garton & Associates Financial Advisors LLC807$18K0.01%Share
38AE Wealth Management LLC716$16K0.00%Share
39Front Row Advisors LLC440$9K0.00%Share
40McIlrath & Eck, LLC207$4K0.00%Share
41OPTIMA CAPITAL LLC157$3K0.00%Share
42UBS Group AG169$3K0.00%Share
43ROYAL BANK OF CANADA1,384$00.00%Share
44Smartleaf Asset Management LLC728$00.00%Share
45Janney Montgomery Scott LLC44,244$00.00%Share
46VERUS CAPITAL PARTNERS, LLC11,516$00.00%Share
47JANE STREET GROUP, LLC17,240$00.00%Share
48COMMONWEALTH EQUITY SERVICES, LLC21,179$00.00%Share
49Global Retirement Partners, LLC1,565$00.00%Share
50PNC FINANCIAL SERVICES GROUP, INC.887$00.00%Share

HYZD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202560$133.5M+28
Q3 202532$99.4B-16
Q2 202548$93.6B-6
Q1 202554$115.8B+4
Q4 202450$6.5T+11
Q3 202439$92.0T-6
Q2 202445$104.3T+2
Q1 202443$113.3T—

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As of Q4 2025, 50 institutional investors hold HYZD (WisdomTree Interest Rate Hedged High Yield Bond Fund). The largest holder is UBS Group AG with $34.2M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own HYZD?

As of Q4 2025, 50 institutional investors report holding HYZD (WisdomTree Interest Rate Hedged High Yield Bond Fund) in their 13F filings.

Who is the largest institutional holder of HYZD?

The largest institutional holder of HYZD is UBS Group AG with $34.2M in shares.

Is institutional ownership of HYZD increasing or decreasing?

This quarter, 15 institutions opened new positions in HYZD and 3 closed their positions.