WISDOMTREE INTEREST RATE HED (HYZD) Institutional Ownership Changes & 13F Activity
WISDOMTREE INTEREST RATE HED (HYZD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Ubs Group Ag, Jane Street Group, Llc, Lpl Financial Llc, and Comprehensive Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +15,442 | +9.1% | 185,404 | $4.17M | Q2 2026 | Sep 09, 2026 |
| Centaurus Financial, Inc. | Buy | +8,364 | — | 8,364 | $188.00K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -3,578 | -20.8% | 13,587 | $305.80K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +320,753 | — | 320,753 | $7.22M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -110,217 | -64.3% | 61,248 | $1.38M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +41,940 | +64.1% | 107,334 | $2.42M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4,561 | +6.1% | 78,891 | $1.78M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +2,963 | +214.1% | 4,347 | $98.00K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +1,530 | — | 1,530 | $34.44K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +158,613 | +10.0% | 1,738,524 | $39.13M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +8,411 | +1.2% | 698,232 | $15.71M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -379 | -78.0% | 107 | $2.40K | Q2 2026 | Aug 13, 2026 |
| Comprehensive Wealth Management, Llc | Buy | +55,067 | — | 55,067 | $1.24M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +23,456 | — | 23,456 | $526.94K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +10,592 | +17.4% | 71,481 | $1.61M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -5,946 | -19.2% | 25,042 | $563.61K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -3,020 | -1.6% | 188,414 | $4.24M | Q2 2026 | Aug 12, 2026 |
| Advisory Alpha, Llc | Sell | -47,958 | -76.6% | 14,685 | $330.51K | Q2 2026 | Aug 11, 2026 |
| Empirical Asset Management, Llc | Buy | +3,857 | +8.5% | 49,431 | $1.11M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +89,885 | +5.5% | 1,726,486 | $38.86M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +15,433 | +34.4% | 60,330 | $1.36M | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | Sell | -350 | -3.8% | 8,838 | $198.94K | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, Llc | Buy | +51 | — | 51 | $1.15K | Q2 2026 | Aug 06, 2026 |
| Vicus Capital | Buy | +40,494 | +31.5% | 169,198 | $3.81M | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott Llc | Buy | +11,232 | +23.0% | 59,970 | $1.35M | Q2 2026 | Aug 05, 2026 |
| Fifth Third Bancorp | Buy | +109 | +1.3% | 8,390 | $188.83K | Q2 2026 | Aug 05, 2026 |
| Savvy Advisors, Inc. | Buy | +20,075 | +12.5% | 180,572 | $4.06M | Q2 2026 | Aug 03, 2026 |
| Envestnet Asset Management Inc | Buy | +3,566 | +1.1% | 338,740 | $7.62M | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +4,786 | +32.0% | 19,755 | $445.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +27,578 | +139.5% | 47,348 | $1.07M | Q2 2026 | Jul 29, 2026 |
Frequently asked questions about HYZD activity
Which institutional owners are buying HYZD?
Institutional owners buying HYZD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HYZD activity?
"Buy" means an investor increased their reported position in HYZD compared to the prior reporting period. This reflects growing exposure to WISDOMTREE INTEREST RATE HED (HYZD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HYZD increasing?
Institutional interest in HYZD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.