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 | No change | 1,738,524 | 39,128 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 1,726,486 | 38,857 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 698,232 | 15,714 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 541,778 | 12,119 | 0.12% | — | 4 | +541,778 | New | Q3 2026 | Oct 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 338,740 | 7,623 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 320,753 | 7,218 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 292,660 | 6,546 | 0.25% | 0.35% | 7 | +3,675 | 1.27% | Q3 2026 | Oct 13, 2026 |
| Systelligence, LLC | History | No change | 281,841 | 6,343 | 1.06% | 1.06% | 8 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cetera Investment Advisers | History | No change | 188,414 | 4,240 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 185,404 | 4,172 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Savvy Advisors, Inc. | History | No change | 180,572 | 4,064 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VICUS CAPITAL | History | No change | 169,198 | 3,808 | 0.25% | 0.25% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 125,960 | 2,817 | 0.82% | — | 13 | +125,960 | New | Q3 2026 | Oct 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 107,334 | 2,415 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Howard Capital Management, LLC | History | Reduced | 106,341 | 2,378 | 0.03% | 0.03% | 15 | -6,137 | -5.46% | Q3 2026 | Oct 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 105,682 | 2,364 | 0.01% | 0.01% | 16 | -30,455 | -22.37% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 86,437 | 1,933 | 0.0% | 0.0% | 17 | +39,089 | 82.56% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 78,891 | 1,775 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 71,481 | 1,608 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 71,971 | 1,602 | 0.02% | 0.02% | 20 | +521 | 0.73% | Q3 2026 | Nov 04, 2026 |
| Simplicity Wealth,LLC | History | Added to | 67,386 | 1,507 | 0.04% | 0.04% | 21 | +11,734 | 21.08% | Q3 2026 | Oct 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 61,248 | 1,378 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 60,922 | 1,362 | 0.24% | — | 23 | +60,922 | New | Q3 2026 | Oct 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 60,330 | 1,357 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 59,970 | 1,350 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 55,683 | 1,245 | 0.56% | 0.57% | 26 | +616 | 1.12% | Q3 2026 | Nov 02, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 54,110 | 1,210 | 0.47% | 0.5% | 27 | -3,085 | -5.39% | Q3 2026 | Oct 28, 2026 |
| Empirical Asset Management, LLC | History | No change | 49,431 | 1,112 | 0.25% | 0.25% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avestar Capital, LLC | History | Reduced | 43,769 | 979 | 0.08% | 0.08% | 29 | -17,287 | -28.31% | Q3 2026 | Oct 28, 2026 |
| BFC Planning, Inc. | History | No change | 28,738 | 646 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,735 | 643 | 0.0% | 0.0% | 31 | +8,980 | 45.46% | Q3 2026 | Nov 02, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 27,955 | 625 | 0.42% | 0.44% | 32 | -520 | -1.83% | Q3 2026 | Oct 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 25,042 | 563 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 23,456 | 526 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 20,660 | 462 | 0.0% | 0.0% | 35 | +835 | 4.21% | Q3 2026 | Oct 13, 2026 |
| Private Advisor Group, LLC | History | No change | 16,437 | 369 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 15,068 | 339 | 0.08% | 0.08% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Alpha, LLC | History | No change | 14,685 | 330 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 13,587 | 305 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Alchemi Wealth, LLC | History | New | 12,430 | 278 | 0.12% | — | 40 | +12,430 | New | Q3 2026 | Nov 04, 2026 |
| STEPHENS INC /AR/ | History | No change | 11,743 | 264 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Melone Private Wealth, LLC | History | Added to | 11,280 | 252 | 0.1% | 0.1% | 42 | +162 | 1.46% | Q3 2026 | Oct 16, 2026 |
| Team Financial Group, LLC | History | New | 10,484 | 234 | 0.09% | — | 43 | +10,484 | New | Q3 2026 | Oct 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,838 | 198 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,390 | 188 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 8,364 | 188 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,917 | 154 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,347 | 98 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,095 | 47 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,656 | 37 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,530 | 34 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 1,070 | 23 | 0.0% | — | 52 | +1,070 | New | Q3 2026 | Nov 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 933 | 20 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 884 | 19 | 0.0% | 0.0% | 55 | +37 | 4.37% | Q3 2026 | Oct 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 887 | 19 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 758 | 17 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 737 | 16 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Front Row Advisors LLC | History | No change | 440 | 9 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 150 | 3 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 107 | 2 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Closed out | 0 | 0 | — | 1.94% | — | -146,850 | -100.0% | Q3 2026 | Oct 07, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Closed out | 0 | 0 | — | 1.1% | — | -88,506 | -100.0% | Q3 2026 | Oct 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |