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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+15,442+9.1%185,404$4.17MQ2 2026Sep 09, 2026
Centaurus Financial, Inc.Buy+8,3648,364$188.00KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-3,578-20.8%13,587$305.80KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+320,753320,753$7.22MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-110,217-64.3%61,248$1.38MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+41,940+64.1%107,334$2.42MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+4,561+6.1%78,891$1.78MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+2,963+214.1%4,347$98.00KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+1,5301,530$34.44KQ2 2026Aug 14, 2026
Ubs Group AgBuy+158,613+10.0%1,738,524$39.13MQ2 2026Aug 13, 2026
Morgan StanleyBuy+8,411+1.2%698,232$15.71MQ2 2026Aug 13, 2026
Fmr LlcSell-379-78.0%107$2.40KQ2 2026Aug 13, 2026
Comprehensive Wealth Management, LlcBuy+55,06755,067$1.24MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+23,45623,456$526.94KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+10,592+17.4%71,481$1.61MQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-5,946-19.2%25,042$563.61KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-3,020-1.6%188,414$4.24MQ2 2026Aug 12, 2026
Advisory Alpha, LlcSell-47,958-76.6%14,685$330.51KQ2 2026Aug 11, 2026
Empirical Asset Management, LlcBuy+3,857+8.5%49,431$1.11MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+89,885+5.5%1,726,486$38.86MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+15,433+34.4%60,330$1.36MQ2 2026Aug 07, 2026
Geneos Wealth Management Inc.Sell-350-3.8%8,838$198.94KQ2 2026Aug 06, 2026
Continuum Advisory, LlcBuy+5151$1.15KQ2 2026Aug 06, 2026
Vicus CapitalBuy+40,494+31.5%169,198$3.81MQ2 2026Aug 05, 2026
Janney Montgomery Scott LlcBuy+11,232+23.0%59,970$1.35MQ2 2026Aug 05, 2026
Fifth Third BancorpBuy+109+1.3%8,390$188.83KQ2 2026Aug 05, 2026
Savvy Advisors, Inc.Buy+20,075+12.5%180,572$4.06MQ2 2026Aug 03, 2026
Envestnet Asset Management IncBuy+3,566+1.1%338,740$7.62MQ2 2026Aug 03, 2026
Cambridge Investment Research Advisors, Inc.Buy+4,786+32.0%19,755$445.00Q2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+27,578+139.5%47,348$1.07MQ2 2026Jul 29, 2026
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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.