WisdomTree Trust - HYZD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Added to | 1,517,433 | 34,189 | 0.01% | 0.0% | 1 | +131,931 | 9.52% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 1,481,490 | 33,379 | 0.01% | 0.01% | 2 | +325,481 | 28.16% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 710,290 | 16,003 | 0.0% | 0.0% | 3 | -11,923 | -1.65% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 416,337 | 9,380 | 0.0% | 0.0% | 4 | +66,310 | 18.94% | Q4 2025 | Feb 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 267,613 | 6,029 | 0.28% | 0.29% | 5 | -6,774 | -2.47% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 159,503 | 3,593 | 0.04% | 0.03% | 6 | +5,985 | 3.9% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 153,877 | 3,466 | 0.0% | 0.0% | 7 | -464 | -0.3% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | New | 143,014 | 3,222 | 0.1% | — | 8 | +143,014 | New | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 132,566 | 2,986 | 0.01% | 0.01% | 9 | +44,311 | 50.21% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 129,689 | 2,922 | 0.01% | 0.01% | 10 | +45,844 | 54.68% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 128,646 | 2,898 | 0.0% | 0.0% | 11 | +52,892 | 69.82% | Q4 2025 | Feb 17, 2026 |
| VICUS CAPITAL | History | Added to | 118,123 | 2,661 | 0.2% | 0.19% | 12 | +5,648 | 5.02% | Q4 2025 | Jan 22, 2026 |
| Howard Capital Management Inc. | History | Added to | 94,915 | 2,138 | 0.03% | 0.03% | 13 | +7,375 | 8.42% | Q4 2025 | Jan 23, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 12,702 | 1,841 | 1.74% | — | 14 | +12,702 | New | Q4 2025 | Jan 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 70,356 | 1,585 | 0.03% | 0.03% | 15 | -807 | -1.13% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 66,985 | 1,512 | 0.0% | 0.0% | 16 | +1,540 | 2.35% | Q4 2025 | Jan 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 66,396 | 1,495 | 0.0% | 0.0% | 17 | +46,443 | 232.76% | Q4 2025 | Feb 18, 2026 |
| Avestar Capital, LLC | History | Added to | 60,298 | 1,358 | 0.09% | 0.08% | 18 | +3,990 | 7.09% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 60,223 | 1,356 | 0.0% | 0.0% | 19 | +2,366 | 4.09% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 59,877 | 1,349 | 0.0% | 0.0% | 20 | +288 | 0.48% | Q4 2025 | Feb 17, 2026 |
| Advisory Alpha, LLC | History | Added to | 56,225 | 1,266 | 0.03% | 0.03% | 21 | +6,085 | 12.14% | Q4 2025 | Feb 06, 2026 |
| McAdam, LLC | History | Reduced | 48,836 | 1,100 | 0.05% | 0.06% | 22 | -1,446 | -2.88% | Q4 2025 | Feb 13, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 46,795 | 1,054 | 0.43% | 2.08% | 23 | -184,930 | -79.81% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | New | 44,244 | 997 | 0.0% | — | 24 | +44,244 | New | Q4 2025 | Feb 11, 2026 |
| Empirical Asset Management, LLC | History | Added to | 43,999 | 991 | 0.28% | 0.24% | 25 | +5,929 | 15.57% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 32,833 | 739 | 0.0% | 0.0% | 26 | -2,581 | -7.29% | Q4 2025 | Feb 18, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 28,475 | 641 | 0.51% | — | 27 | +28,475 | New | Q4 2025 | Feb 11, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 23,387 | 528 | 0.13% | 0.15% | 28 | -4 | -0.02% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 21,179 | 477 | 0.0% | 0.0% | 29 | +1,618 | 8.27% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 21,102 | 475 | 0.0% | 0.0% | 30 | +1,375 | 6.97% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 20,339 | 458 | 0.0% | 0.01% | 31 | -67,533 | -76.85% | Q4 2025 | Feb 17, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 20,165 | 454 | 0.47% | 0.42% | 32 | -1,358 | -6.31% | Q4 2025 | Jan 16, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,240 | 388 | 0.0% | 0.0% | 33 | -10,484 | -37.82% | Q4 2025 | Feb 12, 2026 |
| Comprehensive Wealth Management, LLC | History | Reduced | 17,129 | 385 | 0.23% | 0.31% | 34 | -2,316 | -11.91% | Q4 2025 | Feb 11, 2026 |
| Alchemi Wealth, LLC | History | New | 16,578 | 373 | 0.2% | — | 35 | +16,578 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 12,514 | 282 | 0.0% | 0.0% | 36 | +754 | 6.41% | Q4 2025 | Feb 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 11,743 | 264 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 11,516 | 259 | 0.02% | 0.05% | 38 | -21,202 | -64.8% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 11,326 | 255 | 0.0% | — | 39 | +11,325 | 1132500.0% | Q4 2025 | Feb 13, 2026 |
| Melone Private Wealth, LLC | History | Added to | 10,802 | 243 | 0.1% | 0.11% | 40 | +163 | 1.53% | Q4 2025 | Jan 07, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,719 | 218 | 0.0% | — | 41 | +9,719 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,188 | 207 | 0.01% | 0.01% | 42 | +350 | 3.96% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Added to | 8,058 | 181 | 0.0% | 0.0% | 43 | +93 | 1.17% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,917 | 155 | 0.01% | 0.01% | 44 | +905 | 15.05% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | New | 1,644 | 37 | 0.0% | — | 45 | +1,644 | New | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | New | 1,644 | 37 | 0.0% | — | 46 | +1,644 | New | Q4 2025 | Jan 26, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,656 | 37 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,565 | 35 | 0.0% | 0.0% | 48 | +241 | 18.2% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,384 | 31 | 0.0% | — | 49 | +1,384 | New | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 933 | 20 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 887 | 19 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 807 | 18 | 0.01% | — | 53 | +807 | New | Q4 2025 | Feb 18, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 799 | 18 | 0.0% | 0.0% | 52 | +4 | 0.5% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Reduced | 716 | 16 | 0.0% | 0.0% | 54 | -550 | -43.44% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 728 | 16 | 0.0% | 0.0% | 55 | +25 | 3.56% | Q4 2025 | Feb 13, 2026 |
| Front Row Advisors LLC | History | No change | 440 | 9 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 258 | 5 | 0.0% | 0.0% | 57 | +1 | 0.39% | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | No change | 207 | 4 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OPTIMA CAPITAL LLC | History | New | 157 | 3 | 0.0% | — | 59 | +157 | New | Q4 2025 | Jan 23, 2026 |
| United Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,221 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -167 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Nov 24, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Oct 17, 2025 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |