HYZD institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding58
Shares held7,888,986
Reported value$177.5m
Quarter flows9 new, 27 added, 12 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
UBS Group AG1,738,524$39.1m0.0%
LPL Financial LLC1,726,486$38.9m0.0%
MORGAN STANLEY698,232$15.7m0.0%
Integrated Wealth Concepts LLC370,807$8.3m0.0%
ENVESTNET ASSET MANAGEMENT INC338,740$7.6m0.0%
AMERIPRISE FINANCIAL INC320,753$7.2m0.0%
B. Riley Wealth Advisors, Inc.288,985$6.5m0.3%
Systelligence, LLC281,841$6.3m1.1%
Cetera Investment Advisers188,414$4.2m0.0%
Savvy Advisors, Inc.180,572$4.1m0.1%
VICUS CAPITAL169,198$3.8m0.2%
FIG FINANCIAL ADVISORY SERVICES INC /ADV146,850$3.3m1.9%
Kestra Advisory Services, LLC136,137$3.1m0.0%
Howard Capital Management, LLC112,478$2.5m0.0%
RAYMOND JAMES FINANCIAL INC107,334$2.4m0.0%
COLUMBIA ADVISORY PARTNERS LLC88,506$2.0m1.1%
OSAIC HOLDINGS, INC.78,891$1.8m0.0%
STIFEL FINANCIAL CORP71,481$1.6m0.0%
Prospera Financial Services Inc71,450$1.6m0.0%
JANE STREET GROUP, LLC61,248$1.4m0.0%
Avestar Capital, LLC61,056$1.4m0.1%
MML INVESTORS SERVICES, LLC60,330$1.4m0.0%
Janney Montgomery Scott LLC59,970$1.4m0.0%
Elevation Capital Advisory, LLC57,195$1.3m0.5%
Simplicity Wealth,LLC55,652$1.3m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HYZD"). HYZD price history · All 13F data

Get a free API keySee history bundlesDownload free samples