Vault-13

WISDOMTREE TR HYZD

HEDGED HI YLD BD · ETP · CUSIP 97717W430

56 institutional holders
5,711,7465.7m shares reported held*
$115.0mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $20.13.

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 B. Riley Wealth Advisors, Inc. 0.54% of their portfolio MEMPHIS, TN 887,773887.8k $17.9m $17.9m 0.54% —
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 828,933828.9k $16.7m $16.7m 0.01% —
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 591,209591.2k $11.9m $11.9m 0.00% —
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 558,275558.3k $11.2m $11.2m 0.00% —
5 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 360,377360.4k $7.3m $7.3m 0.00% —
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 218,936218.9k $4.4m $4.4m 0.00% —
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 215,262215.3k $4.3m $4.3m 0.01% —
8 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 163,434163.4k $3.3m $3.3m 0.01% —
9 NEIRG Wealth Management, LLC 0.52% of their portfolio NORTH ANDOVER, MA 130,068130.1k $2.6m $2.6m 0.52% —
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 125,658125.7k $2.5m $2.5m 0.00% —
11 Empirical Asset Management, LLC 2.69% of their portfolio WELLESLEY, MA 122,446122.4k $2.5m $2.5m 2.69% —
12 McAdam, LLC 0.23% of their portfolio Philadelphia, PA 106,668106.7k $2.1m $2.1m 0.23% —
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 101,615101.6k $2.0m $2.0m 0.00% —
14 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 100,994101.0k $2.0m $2.0m 0.02% —
15 VISTA INVESTMENT MANAGEMENT 1.24% of their portfolio PITTSBURGH, PA 99,79899.8k $2.0m $2.0m 1.24% —
16 MTM FINANCIAL GROUP, LLC 1.74% of their portfolio BETHLEHEM, PA 96,57896.6k $1.9m $1.9m 1.74% —
17 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 90,86090.9k $1.8m $1.8m 0.01% —
18 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 89,50589.5k $1.8m $1.8m 0.03% —
19 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 84,08584.1k $1.7m $1.7m 0.02% —
20 FLOW TRADERS U.S. LLC 0.07% of their portfolio NEW YORK, NY 61,61061.6k $1.2m $1.2m 0.07% —
21 AVAII WEALTH MANAGEMENT, LLC 1.18% of their portfolio APPLETON, WI 56,43256.4k $1.1m $1.1m 1.18% —
22 Advisory Alpha, LLC 0.08% of their portfolio HOLLAND, MI 51,64651.6k $1.0m $1.0m 0.08% —
23 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 44,48344.5k $895.0k $895.0k 0.03% —
24 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 44,25744.3k $890.0k $890.0k 0.01% —
25 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 42,50342.5k $855.0k $855.0k 0.00% —
26 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 39,08039.1k $786.0k $786.0k 0.00% —
27 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 35,87435.9k $721.0k $721.0k 0.00% —
28 Cetera Advisors LLC 0.02% of their portfolio DENVER, CO 35,67735.7k $718.0k $718.0k 0.02% —
29 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 35,66335.7k $718.0k $718.0k 0.02% —
30 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 33,80133.8k $680.0k $680.0k 0.04% —
31 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 32,06632.1k $645.0k $645.0k 0.01% —
32 Jackson Creek Investment Advisors LLC 0.27% of their portfolio CASTLE ROCK, CO 28,26128.3k $569.0k $569.0k 0.27% —
33 Aprio Wealth Management, LLC 0.22% of their portfolio ATLANTA, GA 27,13427.1k $546.0k $546.0k 0.22% —
34 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 23,70823.7k $477.0k $477.0k 0.00% —
35 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 22,66422.7k $456.0k $456.0k 0.03% —
36 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 21,49821.5k $432.0k $432.0k 0.00% —
37 HCR Wealth Advisors 0.09% of their portfolio LOS ANGELES, CA 21,00021.0k $423.0k $423.0k 0.09% —
38 EUDAIMONIA ADVISORS LLC 0.22% of their portfolio Winchester, TN 15,09015.1k $304.0k $304.0k 0.22% —
39 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 13,02513.0k $262.1k $262.1k 0.00% —
40 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,84210.8k $218.0k $218.0k 0.00% —
41 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 10,63410.6k $214.0k $214.0k 0.00% —
42 Greytown Advisors Inc. 0.12% of their portfolio MIAMI, FL 10,00010.0k $201.0k $201.0k 0.12% —
43 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 6,0706.1k $122.0k $122.0k 0.01% —
44 American Portfolios Advisors 0.00% of their portfolio HOLBROOK, NY 4,6004.6k $92.6k $92.6k 0.00% —
45 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,9543.0k $59.0k $59.0k 0.00% —
46 Savior LLC 0.05% of their portfolio WELLESLEY HILLS, MA 2,7602.8k $56.0k $56.0k 0.05% —
47 M&R CAPITAL MANAGEMENT INC 0.01% of their portfolio SUMMIT, NJ 2,0002.0k $40.0k $40.0k 0.01% —
48 Western Pacific Wealth Management, LP 0.03% of their portfolio LAKE FOREST, IL 1,4001.4k $28.0k $28.0k 0.03% —
49 Front Row Advisors LLC 0.01% of their portfolio TIBURON, CA 1,1001.1k $22.0k $22.0k 0.01% —
50 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 441441 $13.0k $13.0k 0.00% —
51 Sugarloaf Wealth Management, LLC 0.00% of their portfolio DULUTH, GA 292292 $6.0k $6.0k 0.00% —
52 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 263263 $5.0k $5.0k 0.00% —
53 Cutler Group LLC / CA 0.00% of their portfolio SAN FRANCISCO, CA 200200 $4.0k $4.0k 0.00% —
54 Covestor Ltd 0.00% of their portfolio LONDON, X0 156156 $3.0k $3.0k 0.00% —
55 FMR LLC 0.00% of their portfolio BOSTON, MA 8888 $2.0k $2.0k 0.00% —
56 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% —