WisdomTree Trust - HYZD

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$158.1M

QoQ value delta ($000)

+$12.06M (+8.26%)

Implied price effect (QoQ)

-3.34%

Total shares

7,183,887

QoQ shares delta

+769,419 (+12.0%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 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
LPL Financial LLC	36,021	1,636,601	0.01%
UBS Group AG	34,773	1,579,911	0.01%
MORGAN STANLEY	15,182	689,821	0.0%
Systelligence, LLC	7,810	354,852	1.52%
ENVESTNET ASSET MANAGEMENT INC	7,377	335,174	0.0%
B. Riley Wealth Advisors, Inc.	6,012	272,710	0.38%
AMERIPRISE FINANCIAL INC	4,829	219,449	0.0%
Cetera Investment Advisers	4,213	191,434	0.0%
JANE STREET GROUP, LLC	3,773	171,465	0.0%
Integrated Wealth Concepts LLC	3,740	169,962	0.03%
Savvy Advisors, Inc.	3,532	160,497	0.09%
Kestra Advisory Services, LLC	3,063	139,173	0.01%
VICUS CAPITAL	2,832	128,704	0.21%
Howard Capital Management Inc.	2,264	102,895	0.04%
Bank of New York Mellon Corp	2,126	96,605	0.0%
COLUMBIA ADVISORY PARTNERS LLC	1,970	89,514	1.26%
OSAIC HOLDINGS, INC.	1,636	74,330	0.0%
Prospera Financial Services Inc	1,534	69,704	0.02%
RAYMOND JAMES FINANCIAL INC	1,439	65,394	0.0%
Advisory Alpha, LLC	1,378	62,643	0.04%
STIFEL FINANCIAL CORP	1,340	60,889	0.0%
Avestar Capital, LLC	1,322	60,084	0.08%
McAdam, LLC	1,087	49,408	0.05%
Janney Montgomery Scott LLC	1,073	48,738	0.0%
Empirical Asset Management, LLC	1,003	45,574	0.26%