WISDOMTREE TR (HYZD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
55
Reporting holders
$175.1M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| UBS Group AG | $39.1M | 1,738,524 | 0.00% | 31q | +10.0%+$3.6M |
| LPL Financial LLC | $38.9M | 1,726,486 | 0.01% | 31q | +5.5%+$2.0M |
| MORGAN STANLEY | $15.7M | 698,232 | 0.00% | 35q | +1.2%+$189.3K |
| Integrated Wealth Concepts LLC | $8.3M | 370,807 | 0.04% | 17q | +118.2%+$4.5M |
| ENVESTNET ASSET MANAGEMENT INC | $7.6M | 338,740 | 0.00% | 19q | +1.1%+$80.3K |
| AMERIPRISE FINANCIAL INC | $7.2M | 320,753 | 0.00% | 31q | -26.9%-$2.7M |
| B. Riley Wealth Advisors, Inc. | $6.5M | 288,985 | 0.35% | 15q | +6.0%+$365.6K |
| Systelligence, LLC | $6.3M | 281,841 | 1.06% | 2q | -20.6%-$1.6M |
| Cetera Investment Advisers | $4.2M | 188,414 | 0.00% | 10q | -1.6%-$68.0K |
| Savvy Advisors, Inc. | $4.1M | 180,572 | 0.09% | 3q | +12.5%+$451.8K |
| VICUS CAPITAL | $3.8M | 169,198 | 0.25% | 7q | +31.5%+$911.4K |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $3.3M | 146,850 | 1.94% | new | NEW |
| Kestra Advisory Services, LLC | $3.1M | 136,137 | 0.01% | 21q | -2.2%-$68.3K |
| Howard Capital Management, LLC | $2.5M | 112,478 | 0.03% | 10q | +9.3%+$215.7K |
| RAYMOND JAMES FINANCIAL INC | $2.4M | 107,334 | 0.00% | 7q | +64.1%+$943.9K |
| COLUMBIA ADVISORY PARTNERS LLC | $2.0M | 88,506 | 1.10% | 2q | -1.1%-$22.7K |
| OSAIC HOLDINGS, INC. | $1.8M | 78,891 | 0.00% | 26q | +6.1%+$102.7K |
| STIFEL FINANCIAL CORP | $1.6M | 71,481 | 0.00% | 20q | +17.4%+$238.4K |
| Prospera Financial Services Inc | $1.6M | 71,450 | 0.02% | 8q | +2.5%+$39.3K |
| JANE STREET GROUP, LLC | $1.4M | 61,248 | 0.00% | 4q | -64.3%-$2.5M |
| Avestar Capital, LLC | $1.4M | 61,056 | 0.08% | 15q | +1.6%+$21.9K |
| MML INVESTORS SERVICES, LLC | $1.4M | 60,330 | 0.00% | 24q | +34.4%+$347.3K |
| Elevation Capital Advisory, LLC | $1.3M | 57,195 | 0.50% | new | NEW |
| Simplicity Wealth,LLC | $1.3M | 55,652 | 0.04% | new | NEW |
| Comprehensive Wealth Management, LLC | $1.2M | 55,067 | 0.57% | new | NEW |
| Empirical Asset Management, LLC | $1.1M | 49,431 | 0.25% | 19q | +8.5%+$86.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 47,348 | 0.00% | 19q | +139.5%+$620.7K |
| GILPIN WEALTH MANAGEMENT, LLC | $640.9K | 28,475 | 0.44% | 3q | HELD |
| NewEdge Advisors, LLC | $563.6K | 25,042 | 0.00% | 5q | -19.2%-$133.8K |
| JPMORGAN CHASE & CO | $526.9K | 23,456 | 0.00% | 3q | +747.4%+$464.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $447.7K | 19,825 | 0.00% | 9q | +57.2%+$162.8K |
| Private Advisor Group, LLC | $369.9K | 16,437 | 0.00% | 19q | -1.0%-$3.6K |
| Duncan Williams Asset Management, LLC | $339.1K | 15,068 | 0.08% | 8q | -4.1%-$14.5K |
| Advisory Alpha, LLC | $330.5K | 14,685 | 0.01% | 20q | -76.6%-$1.1M |
| Equitable Holdings, Inc. | $305.8K | 13,587 | 0.00% | 15q | -20.8%-$80.5K |
| STEPHENS INC /AR/ | $264.3K | 11,743 | 0.00% | 5q | HELD |
| Melone Private Wealth, LLC | $250.2K | 11,118 | 0.10% | 11q | +1.5%+$3.6K |
| Geneos Wealth Management Inc. | $198.9K | 8,838 | 0.00% | 26q | -3.8%-$7.9K |
| FIFTH THIRD BANCORP | $188.8K | 8,390 | 0.00% | 2q | +1.3%+$2.5K |
| PRIVATE TRUST CO NA | $155.7K | 6,917 | 0.01% | 7q | HELD |
| ROYAL BANK OF CANADA | $98.0K | 4,347 | 0.00% | 31q | +214.1%+$66.8K |
| Global Retirement Partners, LLC | $47.2K | 2,095 | 0.00% | 12q | +33.9%+$11.9K |
| HHM Wealth Advisors, LLC | $37.3K | 1,656 | 0.00% | 5q | HELD |
| Ameritas Advisory Services, LLC | $34.4K | 1,530 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $21.0K | 933 | 0.00% | 13q | HELD |
| PNC Financial Services Group, Inc. | $20.0K | 887 | 0.00% | 4q | HELD |
| SBI Securities Co., Ltd. | $19.1K | 847 | 0.00% | 7q | +2.2% |
| Smartleaf Asset Management LLC | $17.0K | 758 | 0.00% | 11q | HELD |
| AE Wealth Management LLC | $16.6K | 737 | 0.00% | 4q | +1.4% |
| Front Row Advisors LLC | $10.0K | 440 | 0.00% | 20q | HELD |
| WELLS FARGO & COMPANY/MN | $3.4K | 150 | 0.00% | 30q | -50.0%-$3.4K |
| FMR LLC | $2.4K | 107 | 0.00% | 20q | -78.0%-$8.5K |
| Janney Montgomery Scott LLC | $1.4K | 59,970 | 0.00% | 3q | +23.0% |
| Continuum Advisory, LLC | $1.1K | 51 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $890 | 39,510 | 0.00% | 18q | +163.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $360 | 16 | 0.00% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $188 | 8,364 | 0.01% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $23 | 1 | 0.00% | 12q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 55 | $175.1M | 7,781,142 | 7 | 25 | 14 | 0.0% |
| Q1 2026 | 54 | $160.4M | 7,287,474 | 7 | 23 | 12 | 0.0% |
| Q4 2025 | 57 | $145.0M | 6,367,582 | 5 | 25 | 13 | 0.0% |
| Q3 2025 | 52 | $128.8M | 5,731,186 | 6 | 18 | 17 | 0.0% |
| Q2 2025 | 50 | $116.7M | 5,212,630 | 6 | 15 | 19 | 0.0% |
| Q1 2025 | 52 | $118.1M | 5,397,307 | 5 | 25 | 9 | 0.0% |
| Q4 2024 | 52 | $128.3M | 5,768,055 | 8 | 16 | 13 | 0.0% |
| Q3 2024 | 47 | $107.6M | 4,862,494 | 5 | 11 | 17 | 0.0% |
| Q2 2024 | 49 | $134.6M | 6,155,510 | 3 | 14 | 19 | 0.0% |
| Q1 2024 | 52 | $164.2M | 7,502,510 | 8 | 21 | 14 | 0.0% |
| Q4 2023 | 51 | $129.5M | 5,990,742 | 8 | 12 | 18 | 0.0% |
| Q3 2023 | 48 | $125.7M | 5,953,247 | 3 | 14 | 22 | 0.0% |
| Q2 2023 | 48 | $104.8M | 4,986,010 | 2 | 13 | 25 | 0.0% |
| Q1 2023 | 44 | $134.0M | 6,453,655 | 7 | 11 | 18 | 0.0% |
| Q4 2022 | 47 | $134.8M | 6,551,685 | 15 | 12 | 14 | 0.0% |
| Q3 2022 | 54 | $113.0M | 5,615,161 | 3 | 11 | 24 | 0.0% |
| Q2 2022 | 60 | $126.5M | 6,355,669 | 8 | 18 | 19 | 0.0% |
| Q1 2022 | 63 | $143.8M | 6,493,260 | 9 | 23 | 19 | 0.5% |
| Q4 2021 | 61 | $125.8M | 5,649,764 | 18 | 18 | 6 | 0.0% |
| Q3 2021 | 43 | $89.6M | 4,029,223 | 10 | 16 | 10 | 0.0% |
| Q2 2021 | 38 | $71.4M | 3,207,073 | 5 | 17 | 9 | 0.0% |
| Q1 2021 | 38 | $64.0M | 2,892,612 | 7 | 14 | 10 | 0.0% |
| Q4 2020 | 39 | $44.8M | 2,051,057 | 5 | 13 | 11 | 0.0% |
| Q3 2020 | 40 | $67.5M | 3,244,192 | 7 | 10 | 15 | 0.0% |
| Q2 2020 | 42 | $66.1M | 3,276,127 | 6 | 7 | 18 | 0.0% |
| Q1 2020 | 46 | $93.7M | 5,001,793 | 5 | 13 | 19 | 0.0% |
| Q4 2019 | 64 | $118.9M | 5,132,509 | 8 | 24 | 15 | 0.0% |
| Q3 2019 | 54 | $93.7M | 4,070,733 | 6 | 23 | 15 | 0.0% |
| Q2 2019 | 56 | $100.2M | 4,300,322 | 5 | 25 | 14 | 0.0% |
| Q1 2019 | 55 | $90.6M | 3,891,734 | 6 | 16 | 24 | 0.0% |
| Q4 2018 | 56 | $119.8M | 5,233,082 | 1 | 0 | 2 | 0.0% |