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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,636,601 | 36,021 | 0.01% | 0.01% | 1 | +155,111 | 10.47% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 1,579,911 | 34,773 | 0.01% | 0.01% | 2 | +62,478 | 4.12% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 689,821 | 15,182 | 0.0% | 0.0% | 3 | -20,469 | -2.88% | Q1 2026 | May 15, 2026 |
| Systelligence, LLC | History | New | 354,852 | 7,810 | 1.52% | — | 4 | +354,852 | New | Q1 2026 | Apr 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 335,174 | 7,377 | 0.0% | 0.0% | 5 | -81,163 | -19.49% | Q1 2026 | May 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 272,710 | 6,012 | 0.38% | 0.28% | 6 | +5,097 | 1.9% | Q1 2026 | Apr 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 219,449 | 4,829 | 0.0% | 0.0% | 7 | +90,803 | 70.58% | Q1 2026 | Jul 17, 2026 |
| Cetera Investment Advisers | History | Added to | 191,434 | 4,213 | 0.0% | 0.0% | 8 | +37,557 | 24.41% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 171,465 | 3,773 | 0.0% | 0.0% | 9 | +154,225 | 894.58% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 169,962 | 3,740 | 0.03% | 0.04% | 10 | +10,459 | 6.56% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 160,497 | 3,532 | 0.09% | 0.1% | 11 | +17,483 | 12.22% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 139,173 | 3,063 | 0.01% | 0.01% | 12 | +9,484 | 7.31% | Q1 2026 | Apr 30, 2026 |
| VICUS CAPITAL | History | Added to | 128,704 | 2,832 | 0.21% | 0.2% | 13 | +10,581 | 8.96% | Q1 2026 | Apr 22, 2026 |
| Howard Capital Management Inc. | History | Added to | 102,895 | 2,264 | 0.04% | 0.03% | 14 | +7,980 | 8.41% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | New | 96,605 | 2,126 | 0.0% | — | 15 | +96,605 | New | Q1 2026 | May 05, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | New | 89,514 | 1,970 | 1.26% | — | 16 | +89,514 | New | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 74,330 | 1,636 | 0.0% | 0.0% | 17 | +14,453 | 24.14% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 69,704 | 1,534 | 0.02% | 0.03% | 18 | -652 | -0.93% | Q1 2026 | Apr 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 65,394 | 1,439 | 0.0% | 0.0% | 19 | -1,002 | -1.51% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Added to | 62,643 | 1,378 | 0.04% | 0.03% | 20 | +6,418 | 11.41% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 60,889 | 1,340 | 0.0% | 0.0% | 21 | +666 | 1.11% | Q1 2026 | May 12, 2026 |
| Avestar Capital, LLC | History | Reduced | 60,084 | 1,322 | 0.08% | 0.09% | 22 | -214 | -0.35% | Q1 2026 | May 13, 2026 |
| McAdam, LLC | History | Added to | 49,408 | 1,087 | 0.05% | 0.05% | 23 | +572 | 1.17% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 48,738 | 1,073 | 0.0% | 0.0% | 24 | +4,494 | 10.16% | Q1 2026 | Apr 22, 2026 |
| Empirical Asset Management, LLC | History | Added to | 45,574 | 1,003 | 0.26% | 0.28% | 25 | +1,575 | 3.58% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 44,897 | 988 | 0.0% | 0.01% | 26 | -87,669 | -66.13% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 32,035 | 705 | 0.0% | 0.0% | 27 | -798 | -2.43% | Q1 2026 | Jun 02, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 28,475 | 626 | 0.5% | 0.51% | 28 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 19,770 | 435 | 0.0% | 0.0% | 29 | -1,409 | -6.65% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 17,165 | 386 | 0.0% | 0.0% | 30 | -3,174 | -15.61% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 16,598 | 365 | 0.0% | 0.0% | 31 | -4,504 | -21.34% | Q1 2026 | Apr 24, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 15,713 | 345 | 0.1% | 0.13% | 32 | -7,674 | -32.81% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,969 | 329 | 0.0% | 0.0% | 33 | +2,455 | 19.62% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,614 | 281 | 0.0% | 0.0% | 34 | -54,371 | -81.17% | Q1 2026 | Apr 08, 2026 |
| STEPHENS INC /AR/ | History | No change | 11,743 | 258 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Added to | 11,527 | 253 | 0.0% | 0.0% | 36 | +9,883 | 601.16% | Q1 2026 | May 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 11,478 | 252 | 0.02% | 0.02% | 37 | -38 | -0.33% | Q1 2026 | May 21, 2026 |
| Melone Private Wealth, LLC | History | Added to | 10,957 | 241 | 0.1% | 0.1% | 38 | +155 | 1.43% | Q1 2026 | Apr 08, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 10,647 | 234 | 0.01% | — | 39 | +10,647 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,188 | 202 | 0.0% | 0.01% | 40 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 8,281 | 182 | 0.0% | — | 41 | +8,281 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 8,058 | 181 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,917 | 152 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JCSD Capital, LLC | History | New | 3,220 | 70 | 0.07% | — | 44 | +3,220 | New | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,768 | 61 | 0.0% | 0.0% | 45 | +1,124 | 68.37% | Q1 2026 | May 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,656 | 36 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,565 | 35 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,384 | 30 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,146 | 25 | 0.0% | — | 49 | +1,146 | New | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 933 | 20 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 887 | 19 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 829 | 18 | 0.0% | 0.0% | 52 | +30 | 3.75% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 758 | 16 | 0.0% | 0.0% | 53 | +30 | 4.12% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 727 | 15 | 0.0% | 0.0% | 54 | +11 | 1.54% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 486 | 10 | 0.0% | 0.0% | 55 | +228 | 88.37% | Q1 2026 | May 15, 2026 |
| Front Row Advisors LLC | History | No change | 440 | 9 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| McIlrath & Eck, LLC | History | No change | 207 | 4 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 150 | 3 | 0.0% | 0.0% | 58 | -11,176 | -98.68% | Q1 2026 | Jul 08, 2026 |
| Advisory Services Network, LLC | History | New | 167 | 3 | 0.0% | — | 59 | +167 | New | Q1 2026 | May 15, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -46,795 | -100.0% | Q1 2026 | May 08, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -20,165 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Comprehensive Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -17,129 | -100.0% | Q1 2026 | May 14, 2026 |
| Alchemi Wealth, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -16,578 | -100.0% | Q1 2026 | May 07, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 1.74% | — | -12,702 | -100.0% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,719 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -807 | -100.0% | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -157 | -100.0% | Q1 2026 | May 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |