WISDOMTREE INTEREST RATE HED (HYZD) Top Institutional Shareholders
WISDOMTREE INTEREST RATE HED (HYZD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $155.33M in HYZD holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of HYZD tracked by InsiderSet, reporting ownership valued at approximately $36.02M in its March 31, 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 $36.98M, representing an estimated gain of +2.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed HYZD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Ubs Group Ag, 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
56
Total Reported Value
$155.33M
Largest Holder
Lpl Financial Llc
Largest Position
$36.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,636,601 | $36,021,580 | $36,979,000 | +$957,420 | +2.66% | |
| Ubs Group Ag | 0.01% | 1,579,911 | $34,773,841 | $35,698,089 | +$924,248 | +2.66% | |
| Morgan Stanley | 0.00% | 689,821 | $15,182,972 | $15,586,505 | +$403,533 | +2.66% | |
| Systelligence, Llc | 1.52% | 354,852 | $7,810,293 | $8,017,881 | +$207,588 | +2.66% | |
| Envestnet Asset Management Inc | 0.00% | 335,174 | $7,377,173 | $7,573,257 | +$196,084 | +2.66% | |
| B. Riley Wealth Advisors, Inc. | 0.39% | 272,710 | $6,012,284 | $6,161,882 | +$149,598 | +2.49% | |
| Ameriprise Financial Inc | 0.00% | 219,449 | $4,829,522 | $4,958,450 | +$128,928 | +2.67% | |
| Cetera Investment Advisers | 0.00% | 191,434 | $4,213,468 | $4,325,451 | +$111,983 | +2.66% | |
| Jane Street Group, Llc | 0.00% | 171,465 | $3,773,945 | $3,874,252 | +$100,307 | +2.66% | |
| Integrated Wealth Concepts Llc | 0.03% | 169,962 | $3,740,870 | $3,840,291 | +$99,421 | +2.66% | |
| Savvy Advisors, Inc. | 0.09% | 160,497 | $3,532,542 | $3,626,430 | +$93,888 | +2.66% | |
| Kestra Advisory Services, Llc | 0.01% | 139,173 | $3,063,197 | $3,144,614 | +$81,417 | +2.66% | |
| Vicus Capital | 0.21% | 128,704 | $2,832,775 | $2,908,067 | +$75,292 | +2.66% | |
| Howard Capital Management Inc. | 0.04% | 102,895 | $2,264,721 | $2,324,913 | +$60,192 | +2.66% | |
| Bank Of New York Mellon Corp | 0.00% | 96,605 | $2,126,287 | $2,182,790 | +$56,503 | +2.66% | |
| Columbia Advisory Partners Llc | 1.26% | 89,514 | $1,970,194 | $2,022,569 | +$52,375 | +2.66% | |
| Osaic Holdings, Inc. | 0.00% | 74,330 | $1,636,030 | $1,679,486 | +$43,456 | +2.66% | |
| Prospera Financial Services Inc | 0.02% | 69,704 | $1,534,163 | $1,574,962 | +$40,799 | +2.66% | |
| Raymond James Financial Inc | 0.00% | 65,394 | $1,439,322 | $1,477,577 | +$38,255 | +2.66% | |
| Advisory Alpha, Llc | 0.04% | 62,643 | $1,378,787 | $1,415,419 | +$36,632 | +2.66% | |
| Stifel Financial Corp | 0.00% | 60,889 | $1,340,167 | $1,375,787 | +$35,620 | +2.66% | |
| Avestar Capital, Llc | 0.09% | 60,084 | $1,322,449 | $1,357,598 | +$35,149 | +2.66% | |
| Mcadam, Llc | 0.05% | 49,408 | $1,087,473 | $1,116,374 | +$28,901 | +2.66% | |
| Empirical Asset Management, Llc | 0.27% | 45,574 | $1,003,081 | $1,029,745 | +$26,664 | +2.66% | |
| Mml Investors Services, Llc | 0.00% | 44,897 | $988,187 | $1,014,448 | +$26,261 | +2.66% | |
| Gilpin Wealth Management, Llc | 0.50% | 28,475 | $626,735 | $643,393 | +$16,658 | +2.66% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,770 | $435,130 | $446,703 | +$11,573 | +2.66% | |
| Equitable Holdings, Inc. | 0.00% | 17,165 | $386,741 | $387,843 | +$1,102 | +0.28% | |
| Private Advisor Group, Llc | 0.00% | 16,598 | $365,325 | $375,032 | +$9,707 | +2.66% | |
| Duncan Williams Asset Management, Llc | 0.10% | 15,713 | $345,843 | $355,035 | +$9,192 | +2.66% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 12,614 | $281,542 | $285,013 | +$3,471 | +1.23% | |
| Stephens Inc | 0.00% | 11,743 | $258,463 | $265,333 | +$6,870 | +2.66% | |
| Cwm, Llc | 0.00% | 11,527 | $253,709 | $260,453 | +$6,744 | +2.66% | |
| Melone Private Wealth, Llc | 0.10% | 10,957 | $241,167 | $247,573 | +$6,406 | +2.66% | |
| Geneos Wealth Management Inc. | 0.00% | 9,188 | $202,228 | $207,603 | +$5,375 | +2.66% | |
| Fifth Third Bancorp | 0.00% | 8,281 | $182,265 | $187,109 | +$4,844 | +2.66% | |
| Private Trust Co Na | 0.01% | 6,917 | $152,243 | $156,290 | +$4,047 | +2.66% | |
| Jcsd Capital, Llc | 0.11% | 3,220 | $70,872 | $72,756 | +$1,884 | +2.66% | |
| Newedge Advisors, Llc | 0.00% | 30,988 | $54,041 | $700,174 | +$646,133 | +1195.63% | |
| Hhm Wealth Advisors, Llc | 0.00% | 1,656 | $36,449 | $37,417 | +$968 | +2.66% | |
| Royal Bank Of Canada | 0.00% | 1,384 | $30,000 | $31,271 | +$1,271 | +4.24% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 1,146 | $25,223 | $25,894 | +$671 | +2.66% | |
| National Bank Of Canada | 0.00% | 933 | $20,479 | $21,081 | +$602 | +2.94% | |
| Pnc Financial Services Group, Inc. | 0.00% | 887 | $19,523 | $20,042 | +$519 | +2.66% | |
| Sbi Securities Co., Ltd. | 0.00% | 829 | $18,246 | $18,731 | +$485 | +2.66% | |
| Smartleaf Asset Management Llc | 0.00% | 758 | $16,711 | $17,127 | +$416 | +2.49% | |
| Ae Wealth Management Llc | 0.00% | 727 | $15,992 | $16,427 | +$435 | +2.72% | |
| Fmr Llc | 0.00% | 486 | $10,702 | $10,981 | +$279 | +2.61% | |
| Front Row Advisors Llc | 0.00% | 440 | $9,684 | $9,942 | +$258 | +2.66% | |
| Mcilrath & Eck, Llc | 0.00% | 207 | $4,556 | $4,677 | +$121 | +2.66% |
Frequently asked questions about HYZD
Who owns the most HYZD stock?
The largest holders of HYZD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE INTEREST RATE HED (HYZD).
Is HYZD widely held by superinvestors?
Many widely followed stocks like HYZD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HYZD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.