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 | 1,738,524 | 39,128 | 0.0% | 0.01% | 1 | +158,613 | 10.04% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 1,726,486 | 38,857 | 0.01% | 0.01% | 2 | +89,885 | 5.49% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 698,232 | 15,714 | 0.0% | 0.0% | 3 | +8,411 | 1.22% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 338,740 | 7,623 | 0.0% | 0.0% | 4 | +3,566 | 1.06% | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 320,753 | 7,218 | 0.0% | 0.0% | 5 | +101,304 | 46.16% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 288,985 | 6,492 | 0.35% | 0.38% | 6 | +16,275 | 5.97% | Q2 2026 | Jul 14, 2026 |
| Systelligence, LLC | History | Reduced | 281,841 | 6,343 | 1.06% | 1.52% | 7 | -73,011 | -20.58% | Q2 2026 | Jul 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 188,414 | 4,240 | 0.0% | 0.0% | 8 | -3,020 | -1.58% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 185,404 | 4,172 | 0.03% | 0.03% | 9 | +15,442 | 9.09% | Q2 2026 | Sep 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 180,572 | 4,064 | 0.09% | 0.09% | 10 | +20,075 | 12.51% | Q2 2026 | Aug 03, 2026 |
| VICUS CAPITAL | History | Added to | 169,198 | 3,808 | 0.25% | 0.21% | 11 | +40,494 | 31.46% | Q2 2026 | Aug 05, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 146,850 | 3,305 | 1.94% | — | 12 | +146,850 | New | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 136,137 | 3,063 | 0.01% | 0.01% | 13 | -3,036 | -2.18% | Q2 2026 | Jul 28, 2026 |
| Howard Capital Management, LLC | History | Added to | 112,478 | 2,531 | 0.03% | 0.04% | 14 | +9,583 | 9.31% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 107,334 | 2,415 | 0.0% | 0.0% | 15 | +41,940 | 64.13% | Q2 2026 | Aug 14, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 88,506 | 1,991 | 1.1% | 1.26% | 16 | -1,008 | -1.13% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 78,891 | 1,775 | 0.0% | 0.0% | 17 | +4,561 | 6.14% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 71,481 | 1,608 | 0.0% | 0.0% | 18 | +10,592 | 17.4% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 71,450 | 1,608 | 0.02% | 0.02% | 19 | +1,746 | 2.5% | Q2 2026 | Jul 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 61,248 | 1,378 | 0.0% | 0.0% | 20 | -110,217 | -64.28% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | Added to | 61,056 | 1,374 | 0.08% | 0.08% | 21 | +972 | 1.62% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 60,330 | 1,357 | 0.0% | 0.0% | 22 | +15,433 | 34.37% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 59,970 | 1,350 | 0.0% | 0.0% | 23 | +11,232 | 23.05% | Q2 2026 | Aug 05, 2026 |
| Elevation Capital Advisory, LLC | History | New | 57,195 | 1,287 | 0.5% | — | 24 | +57,195 | New | Q2 2026 | Jul 27, 2026 |
| Simplicity Wealth,LLC | History | New | 55,652 | 1,252 | 0.04% | — | 25 | +55,652 | New | Q2 2026 | Aug 06, 2026 |
| Comprehensive Wealth Management, LLC | History | New | 55,067 | 1,239 | 0.57% | — | 26 | +55,067 | New | Q2 2026 | Aug 12, 2026 |
| Empirical Asset Management, LLC | History | Added to | 49,431 | 1,112 | 0.25% | 0.26% | 27 | +3,857 | 8.46% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 47,348 | 1,065 | 0.0% | 0.0% | 28 | +27,578 | 139.49% | Q2 2026 | Jul 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 28,475 | 640 | 0.44% | 0.5% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 25,042 | 563 | 0.0% | 0.0% | 30 | -6,993 | -21.83% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 23,456 | 526 | 0.0% | 0.0% | 31 | +20,688 | 747.4% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,825 | 447 | 0.0% | 0.0% | 32 | +7,211 | 57.17% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,755 | 445 | 0.0% | 0.0% | 33 | +4,786 | 31.97% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 16,437 | 369 | 0.0% | 0.0% | 34 | -161 | -0.97% | Q2 2026 | Jul 27, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 15,068 | 339 | 0.08% | 0.1% | 35 | -645 | -4.1% | Q2 2026 | Jul 22, 2026 |
| Advisory Alpha, LLC | History | Reduced | 14,685 | 330 | 0.01% | 0.04% | 36 | -47,958 | -76.56% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 13,587 | 305 | 0.0% | 0.0% | 37 | -3,578 | -20.84% | Q2 2026 | Aug 17, 2026 |
| STEPHENS INC /AR/ | History | No change | 11,743 | 264 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 11,527 | 253 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Melone Private Wealth, LLC | History | Added to | 11,118 | 250 | 0.1% | 0.1% | 40 | +161 | 1.47% | Q2 2026 | Jul 09, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 8,838 | 198 | 0.0% | 0.0% | 41 | -350 | -3.81% | Q2 2026 | Aug 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 8,364 | 188 | 0.01% | — | 43 | +8,364 | New | Q2 2026 | Aug 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,390 | 188 | 0.0% | 0.0% | 42 | +109 | 1.32% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,917 | 155 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,347 | 98 | 0.0% | 0.0% | 45 | +2,963 | 214.09% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 2,095 | 47 | 0.0% | — | 46 | +2,095 | New | Q2 2026 | Aug 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,656 | 37 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 1,530 | 34 | 0.0% | — | 48 | +1,530 | New | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 933 | 20 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 847 | 19 | 0.0% | 0.0% | 51 | +18 | 2.17% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 887 | 19 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 758 | 17 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Added to | 737 | 16 | 0.0% | 0.0% | 53 | +10 | 1.38% | Q2 2026 | Aug 03, 2026 |
| Front Row Advisors LLC | History | No change | 440 | 9 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 207 | 4 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 150 | 3 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 107 | 2 | 0.0% | 0.0% | 57 | -379 | -77.98% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | New | 51 | 1 | 0.0% | — | 58 | +51 | New | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -96,605 | -100.0% | Q2 2026 | Aug 06, 2026 |
| McAdam, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -49,408 | -100.0% | Q2 2026 | Aug 04, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,478 | -100.0% | Q2 2026 | Aug 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,647 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JCSD Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,220 | -100.0% | Q2 2026 | Jul 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,146 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -167 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Aug 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |