Vault-13

WISDOMTREE TR HYZD

HEDGED HI YLD BD · ETP · CUSIP 97717W430

62 institutional holders +6 vs Q3 2022
7,017,9887.0m shares reported held*
$144.8mreported value*
17 new 18 added 18 reduced 9 sold out net bought ≈ $29.0m (+1.4m shares)

* 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 ≈ $20.63.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 56Q4 22: 6262Q3 22Q4 22
Numbers
QuarterHolders
Q3 202256
Q4 202262

Biggest buyers

UBS Group AG Added +904,026+904.0k
ENVESTNET ASSET MANAGEMENT INC Added +268,202+268.2k
Equitable Holdings, Inc. New +146,079+146.1k
AVANTAX ADVISORY SERVICES, INC. New +86,170+86.2k
TRUIST FINANCIAL CORP New +62,461+62.5k
McAdam, LLC Added +57,403+57.4k
OSAIC HOLDINGS, INC. Added +51,576+51.6k
PARK AVENUE SECURITIES LLC New +38,644+38.6k
VERUS CAPITAL PARTNERS, LLC New +37,935+37.9k
Avestar Capital, LLC New +32,881+32.9k

Biggest sellers

Cetera Investment Advisers Sold out -89,505-89.5k
B. Riley Wealth Advisors, Inc. Reduced -74,859-74.9k
JANE STREET GROUP, LLC Reduced -42,284-42.3k
FLOW TRADERS U.S. LLC Reduced -40,270-40.3k
ROYAL BANK OF CANADA Reduced -37,480-37.5k
Jackson Creek Investment Advisors LLC Sold out -28,261-28.3k
MORGAN STANLEY Reduced -22,858-22.9k
RAYMOND JAMES & ASSOCIATES Reduced -20,929-20.9k
Atria Wealth Solutions, Inc. Sold out -13,025-13.0k
MTM FINANCIAL GROUP, LLC Reduced -11,115-11.1k

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,097,1351.1m $22.7m $22.7m 0.01% Added +268.2k +268,202
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,029,6841.0m $21.3m $21.3m 0.01% Added +904.0k +904,026
3 B. Riley Wealth Advisors, Inc. 0.47% of their portfolio MEMPHIS, TN 812,914812.9k $16.8m $16.8m 0.47% Reduced -74.9k -74,859
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 568,351568.4k $11.7m $11.7m 0.00% Reduced -22.9k -22,858
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 520,795520.8k $10.8m $10.8m 0.00% Reduced -37.5k -37,480
6 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 366,730366.7k $7.6m $7.6m 0.00% Added +6.4k +6,353
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 266,838266.8k $5.5m $5.5m 0.01% Added +51.6k +51,576
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 225,052225.1k $4.7m $4.7m 0.00% Added +6.1k +6,116
9 McAdam, LLC 0.36% of their portfolio Philadelphia, PA 164,071164.1k $3.7m $3.7m 0.36% Added +57.4k +57,403
10 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 146,079146.1k $3.0m $3.0m 0.05% New
11 NEIRG Wealth Management, LLC 0.51% of their portfolio NORTH ANDOVER, MA 130,253130.3k $2.7m $2.7m 0.51% Added +185 +185
12 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 121,150121.2k $2.5m $2.5m 0.00% Reduced -42.3k -42,284
13 Empirical Asset Management, LLC 2.49% of their portfolio WELLESLEY, MA 114,273114.3k $2.4m $2.4m 2.49% Reduced -8.2k -8,173
14 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 99,03299.0k $1.5m $1.5m 0.04% Reduced -2.0k -1,962
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 98,87898.9k $2.0m $2.0m 0.00% Reduced -2.7k -2,737
16 VISTA INVESTMENT MANAGEMENT 1.16% of their portfolio PITTSBURGH, PA 98,60698.6k $2.0m $2.0m 1.16% Reduced -1.2k -1,192
17 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 93,67193.7k $1.9m $1.9m 0.02% Added +9.6k +9,586
18 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 86,17086.2k $1.8m $1.8m 0.02% New
19 MTM FINANCIAL GROUP, LLC 1.52% of their portfolio BETHLEHEM, PA 85,46385.5k $1.7m $1.7m 1.52% Reduced -11.1k -11,115
20 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 62,46162.5k $1.3m $1.3m 0.00% New
21 AVAII WEALTH MANAGEMENT, LLC 1.08% of their portfolio APPLETON, WI 58,41658.4k $1.2m $1.2m 1.08% Added +2.0k +1,984
22 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 57,31757.3k $1.2m $1.2m 0.01% Added +13.1k +13,060
23 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 53,17653.2k $1.1m $1.1m 0.03% Added +8.7k +8,693
24 Advisory Alpha, LLC 0.08% of their portfolio HOLLAND, MI 52,90352.9k $1.1m $1.1m 0.08% Added +1.3k +1,257
25 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 42,50342.5k $878.5k $878.5k 0.00% Unchanged
26 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 38,64438.6k $799.0k $799.0k 0.01% New
27 VERUS CAPITAL PARTNERS, LLC 0.15% of their portfolio SCOTTSDALE, AZ 37,93537.9k $784.1k $784.1k 0.15% New
28 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 37,04137.0k $765.6k $765.6k 0.04% Added +3.2k +3,240
29 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 36,81136.8k $760.9k $760.9k 0.01% Added +1.1k +1,134
30 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 36,70336.7k $758.7k $758.7k 0.01% Added +4.6k +4,637
31 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 35,13635.1k $726.3k $726.3k 0.02% Reduced -527 -527
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 34,09534.1k $704.0k $704.0k 0.00% Reduced -1.8k -1,779
33 Avestar Capital, LLC 0.15% of their portfolio New York, NY 32,88132.9k $679.6k $679.6k 0.15% New
34 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 23,70823.7k $490.0k $490.0k 0.00% Unchanged
35 COMERICA BANK 0.00% of their portfolio DALLAS, TX 23,41023.4k $496.0k $496.0k 0.00% New
36 Aprio Wealth Management, LLC 0.16% of their portfolio ATLANTA, GA 22,09322.1k $456.7k $456.7k 0.16% Reduced -5.0k -5,041
37 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 21,64421.6k $447.4k $447.4k 0.03% Reduced -1.0k -1,020
38 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 21,34021.3k $441.0k $441.0k 0.02% Reduced -40.3k -40,270
39 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 21,31221.3k $440.5k $440.5k 0.00% Reduced -186 -186
40 HCR Wealth Advisors 0.09% of their portfolio LOS ANGELES, CA 21,00021.0k $434.1k $434.1k 0.09% Unchanged
41 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 18,15118.2k $375.2k $375.2k 0.00% Reduced -20.9k -20,929
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,04917.0k $352.4k $352.4k 0.00% New
43 Rehmann Capital Advisory Group 0.03% of their portfolio LANSING, MI 15,75415.8k $325.6k $325.6k 0.03% New
44 EUDAIMONIA ADVISORS LLC 0.19% of their portfolio Winchester, TN 13,56113.6k $280.3k $280.3k 0.19% Reduced -1.5k -1,529
45 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 13,54313.5k $280.0k $280.0k 0.00% New
46 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 11,58811.6k $239.5k $239.5k 0.01% New
47 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,14211.1k $230.0k $230.0k 0.00% Added +300 +300
48 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 10,63410.6k $220.0k $220.0k 0.00% Unchanged
49 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 3,8053.8k $79.0k $79.0k 0.00% Added +851 +851
50 M&R CAPITAL MANAGEMENT INC 0.01% of their portfolio SUMMIT, NJ 2,0002.0k $41.3k $41.3k 0.01% Unchanged
51 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 1,2501.2k $25.8k $25.8k 0.00% New
52 Front Row Advisors LLC 0.01% of their portfolio TIBURON, CA 1,1001.1k $23.0k $23.0k 0.01% Unchanged
53 Retirement Group, LLC 0.01% of their portfolio SAN DIEGO, CA 1,0751.1k $22.0k $22.0k 0.01% New
54 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 888888 $18.4k $18.4k 0.00% New
55 MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio PALM BEACH GARDENS, FL 514514 $10.6k $10.6k 0.00% New
56 Cutler Group LLC / CA 0.00% of their portfolio SAN FRANCISCO, CA 300300 $6.0k $6.0k 0.00% Added +100 +100
57 Sugarloaf Wealth Management, LLC 0.00% of their portfolio DULUTH, GA 292292 $6.0k $6.0k 0.00% Unchanged
58 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 263263 $5.0k $5.0k 0.00% Unchanged
59 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 167167 $3.5k $3.5k 0.00% New
60 FMR LLC 0.00% of their portfolio BOSTON, MA 8484 $1.7k $1.7k 0.00% Reduced -4 -4
61 U.S. Capital Wealth Advisors, LLC 0.00% of their portfolio AUSTIN, TX 4242 $868 $868 0.00% New
62 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged