WisdomTree Trust - HYZD

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$173.2M

QoQ value delta ($000)

+$15.25M (+9.66%)

Implied price effect (QoQ)

+2.23%

Total shares

7,695,562

QoQ shares delta

+521,298 (+7.27%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q2 2026 data: 58 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
UBS Group AG	39,128	1,738,524	0.0%
LPL Financial LLC	38,857	1,726,486	0.01%
MORGAN STANLEY	15,714	698,232	0.0%
ENVESTNET ASSET MANAGEMENT INC	7,623	338,740	0.0%
AMERIPRISE FINANCIAL INC	7,218	320,753	0.0%
B. Riley Wealth Advisors, Inc.	6,492	288,985	0.35%
Systelligence, LLC	6,343	281,841	1.06%
Cetera Investment Advisers	4,240	188,414	0.0%
Integrated Wealth Concepts LLC	4,172	185,404	0.03%
Savvy Advisors, Inc.	4,064	180,572	0.09%
VICUS CAPITAL	3,808	169,198	0.25%
FIG FINANCIAL ADVISORY SERVICES INC /ADV	3,305	146,850	1.94%
Kestra Advisory Services, LLC	3,063	136,137	0.01%
Howard Capital Management, LLC	2,531	112,478	0.03%
RAYMOND JAMES FINANCIAL INC	2,415	107,334	0.0%
COLUMBIA ADVISORY PARTNERS LLC	1,991	88,506	1.1%
OSAIC HOLDINGS, INC.	1,775	78,891	0.0%
STIFEL FINANCIAL CORP	1,608	71,481	0.0%
Prospera Financial Services Inc	1,608	71,450	0.02%
JANE STREET GROUP, LLC	1,378	61,248	0.0%
Avestar Capital, LLC	1,374	61,056	0.08%
MML INVESTORS SERVICES, LLC	1,357	60,330	0.0%
Janney Montgomery Scott LLC	1,350	59,970	0.0%
Elevation Capital Advisory, LLC	1,287	57,195	0.5%
Simplicity Wealth,LLC	1,252	55,652	0.04%