WisdomTree Trust - HYZD

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$146.1M
QoQ value delta ($000)
+$17.79M (+13.87%)
Implied price effect (QoQ)
+1.31%
Shares
Total shares
6,414,468
QoQ shares delta
+707,760 (+12.4%)
Total shares held by funds (by quarter)

Market chart (HYZD)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
UBS Group AG 34,189 1,517,433 0.01%
LPL Financial LLC 33,379 1,481,490 0.01%
MORGAN STANLEY 16,003 710,290 0.0%
ENVESTNET ASSET MANAGEMENT INC 9,380 416,337 0.0%
B. Riley Wealth Advisors, Inc. 6,029 267,613 0.28%
Integrated Wealth Concepts LLC 3,593 159,503 0.04%
Cetera Investment Advisers 3,466 153,877 0.0%
Savvy Advisors, Inc. 3,222 143,014 0.1%
MML INVESTORS SERVICES, LLC 2,986 132,566 0.01%
Kestra Advisory Services, LLC 2,922 129,689 0.01%
AMERIPRISE FINANCIAL INC 2,898 128,646 0.0%
VICUS CAPITAL 2,661 118,123 0.2%
Howard Capital Management Inc. 2,138 94,915 0.03%
MOULTON WEALTH MANAGEMENT, INC 1,841 12,702 1.75%
Prospera Financial Services Inc 1,585 70,356 0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,512 66,985 0.0%
RAYMOND JAMES FINANCIAL INC 1,495 66,396 0.0%
Avestar Capital, LLC 1,358 60,298 0.09%
STIFEL FINANCIAL CORP 1,356 60,223 0.0%
OSAIC HOLDINGS, INC. 1,349 59,877 0.0%
Advisory Alpha, LLC 1,266 56,225 0.03%
McAdam, LLC 1,100 48,836 0.05%
Elevation Capital Advisory, LLC 1,054 46,795 0.43%
Janney Montgomery Scott LLC 997 44,244 0.0%
Empirical Asset Management, LLC 991 43,999 0.28%