HYZD Institutional Ownership & Shareholders
WISDOMTREE INTEREST RATE HED (HYZD) is currently held by 62 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $187.04M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Group Ag is currently the largest disclosed institutional shareholder of HYZD tracked by InsiderSet, reporting ownership valued at approximately $39.13M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $38.82M, representing an estimated loss of -0.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed HYZD value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in WISDOMTREE INTEREST RATE HED (HYZD).
This page ranks the largest institutional HYZD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
62
Total Reported Value
$187.04M
Largest Holder
Ubs Group Ag
Largest Position
$39.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.01% | 1,738,524 | $39,128,960 | $38,818,112 | -$310,848 | -0.79% | |
| Lpl Financial Llc | 0.01% | 1,726,486 | $38,857,495 | $38,549,325 | -$308,170 | -0.79% | |
| Morgan Stanley | 0.00% | 698,232 | $15,714,910 | $15,590,264 | -$124,646 | -0.79% | |
| Prime Capital Investment Advisors, Llc | 0.12% | 541,778 | $12,119,563 | $12,096,928 | -$22,635 | -0.19% | |
| Systelligence, Llc | 1.54% | 416,510 | $9,317,329 | $9,299,919 | -$17,410 | -0.19% | |
| Envestnet Asset Management Inc | 0.00% | 338,740 | $7,623,931 | $7,563,454 | -$60,477 | -0.79% | |
| Ameriprise Financial Inc | 0.00% | 320,753 | $7,218,511 | $7,161,837 | -$56,674 | -0.79% | |
| B. Riley Wealth Advisors, Inc. | 0.26% | 292,660 | $6,546,801 | $6,534,571 | -$12,230 | -0.19% | |
| Cetera Investment Advisers | 0.00% | 188,414 | $4,240,584 | $4,206,945 | -$33,639 | -0.79% | |
| Integrated Wealth Concepts Llc | 0.03% | 185,404 | $4,172,825 | $4,139,738 | -$33,087 | -0.79% | |
| Savvy Advisors, Inc. | 0.09% | 180,572 | $4,064,082 | $4,031,848 | -$32,234 | -0.79% | |
| Vicus Capital | 0.24% | 168,868 | $3,777,577 | $3,770,518 | -$7,059 | -0.19% | |
| Iams Wealth Management, Llc | 0.82% | 125,960 | $2,817,726 | $2,812,460 | -$5,266 | -0.19% | |
| Raymond James Financial Inc | 0.00% | 107,334 | $2,415,734 | $2,396,575 | -$19,159 | -0.79% | |
| Howard Capital Management Inc. | 0.03% | 106,341 | $2,378,839 | $2,374,403 | -$4,436 | -0.19% | |
| Kestra Advisory Services, Llc | 0.01% | 105,682 | $2,364,095 | $2,359,689 | -$4,406 | -0.19% | |
| Commonwealth Equity Services, Llc | 0.00% | 86,437 | $1,933,590 | $1,929,983 | -$3,607 | -0.19% | |
| Osaic Holdings, Inc. | 0.00% | 78,891 | $1,775,691 | $1,761,494 | -$14,197 | -0.80% | |
| Stifel Financial Corp | 0.00% | 71,481 | $1,608,824 | $1,596,042 | -$12,782 | -0.79% | |
| Prospera Financial Services Inc | 0.02% | 71,971 | $1,602,770 | $1,606,983 | +$4,213 | +0.26% | |
| Simplicity Wealth,Llc | 0.04% | 67,386 | $1,507,436 | $1,504,608 | -$2,828 | -0.19% | |
| Jane Street Group, Llc | 0.00% | 61,248 | $1,378,490 | $1,367,558 | -$10,932 | -0.79% | |
| Stevens Capital Partners | 0.24% | 60,922 | $1,362,824 | $1,360,279 | -$2,545 | -0.19% | |
| Mml Investors Services, Llc | 0.00% | 60,330 | $1,357,839 | $1,347,060 | -$10,779 | -0.79% | |
| Janney Montgomery Scott Llc | 0.00% | 59,970 | $1,350,000 | $1,339,022 | -$10,978 | -0.81% | |
| Comprehensive Wealth Management, Llc | 0.56% | 55,683 | $1,245,634 | $1,243,301 | -$2,333 | -0.19% | |
| Elevation Capital Advisory, Llc | 0.47% | 54,110 | $1,210,440 | $1,208,179 | -$2,261 | -0.19% | |
| Empirical Asset Management, Llc | 0.25% | 49,431 | $1,112,535 | $1,103,705 | -$8,830 | -0.79% | |
| Avestar Capital, Llc | 0.08% | 43,769 | $979,113 | $977,283 | -$1,830 | -0.19% | |
| Gilpin Wealth Management, Llc | 0.42% | 27,955 | $625,354 | $624,185 | -$1,169 | -0.19% | |
| Newedge Advisors, Llc | 0.00% | 25,042 | $563,606 | $559,143 | -$4,463 | -0.79% | |
| Jpmorgan Chase & Co | 0.00% | 23,456 | $526,939 | $523,730 | -$3,209 | -0.61% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,660 | $462,155 | $461,301 | -$854 | -0.18% | |
| Private Advisor Group, Llc | 0.00% | 16,437 | $369,936 | $367,009 | -$2,927 | -0.79% | |
| Duncan Williams Asset Management, Llc | 0.08% | 15,068 | $339,131 | $336,441 | -$2,690 | -0.79% | |
| Advisory Alpha, Llc | 0.01% | 14,685 | $330,514 | $327,890 | -$2,624 | -0.79% | |
| Equitable Holdings, Inc. | 0.00% | 13,587 | $305,797 | $303,373 | -$2,424 | -0.79% | |
| Alchemi Wealth, Llc | 0.12% | 12,430 | $278,076 | $277,540 | -$536 | -0.19% | |
| Stephens Inc | 0.00% | 11,743 | $264,296 | $262,200 | -$2,096 | -0.79% | |
| Cwm, Llc | 0.00% | 11,527 | $253,709 | $257,377 | +$3,668 | +1.45% | |
| Melone Private Wealth, Llc | 0.10% | 11,280 | $252,324 | $251,862 | -$462 | -0.18% | |
| Team Financial Group, Llc | 0.09% | 10,484 | $234,527 | $234,089 | -$438 | -0.19% | |
| Geneos Wealth Management Inc. | 0.00% | 8,838 | $198,943 | $197,337 | -$1,606 | -0.81% | |
| Centaurus Financial, Inc. | 0.01% | 8,364 | $188,000 | $186,753 | -$1,247 | -0.66% | |
| Fifth Third Bancorp | 0.00% | 8,257 | $184,701 | $184,364 | -$337 | -0.18% | |
| Private Trust Co Na | 0.01% | 6,917 | $154,733 | $154,444 | -$289 | -0.19% | |
| Royal Bank Of Canada | 0.00% | 4,347 | $98,000 | $97,061 | -$939 | -0.96% | |
| Hhm Wealth Advisors, Llc | 0.00% | 1,656 | $37,272 | $36,975 | -$297 | -0.80% | |
| Ameritas Advisory Services, Llc | 0.00% | 1,530 | $34,435 | $34,162 | -$273 | -0.79% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 1,146 | $25,223 | $25,588 | +$365 | +1.45% |
Frequently asked questions about HYZD
Who are the largest institutional holders of HYZD?
The largest institutional holders of HYZD reported in the latest SEC Form 13F filings include Ubs Group Ag, Lpl Financial Llc, Morgan Stanley, Prime Capital Investment Advisors, Llc, and Systelligence, Llc. InsiderSet ranks institutional holders by their latest reported HYZD position.
What is HYZD institutional ownership?
This page tracks HYZD positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE INTEREST RATE HED (HYZD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HYZD?
InsiderSet currently tracks 62 institutional managers reporting HYZD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HYZD shareholders.
How much HYZD stock do institutions own?
Institutional investment managers disclosed approximately $187.04M in HYZD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HYZD institutional ownership last updated?
The latest HYZD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HYZD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HYZD position after the reporting date.
Are institutions buying or selling HYZD?
Institutional buying and selling can be analyzed by comparing HYZD positions across consecutive 13F reporting periods. InsiderSet's HYZD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HYZD ownership changes.
How has HYZD institutional ownership changed over time?
InsiderSet tracks HYZD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.