Vault-13

WISDOMTREE TR HYZD

HEDGED HI YLD BD · ETP · CUSIP 97717W430

55 institutional holders -3 vs Q1 2025
5,420,8865.4m shares reported held*
$121.4mreported value*
6 new 19 added 22 reduced 10 sold out net sold ≈ $16.0m (-713.7k 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 ≈ $22.39.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 56Q4 22: 62Q1 23: 55Q2 23: 55Q3 23: 55Q4 23: 57Q1 24: 56Q2 24: 54Q3 24: 51Q4 24: 57Q1 25: 58Q2 25: 5555Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202256
Q4 202262
Q1 202355
Q2 202355
Q3 202355
Q4 202357
Q1 202456
Q2 202454
Q3 202451
Q4 202457
Q1 202558
Q2 202555

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 23: 20 bought or addedQ3 23: 31 cut or sold outQ4 23: 22 bought or addedQ4 23: 28 cut or sold outQ4 23Q1 24: 31 bought or addedQ1 24: 24 cut or sold outQ2 24: 21 bought or addedQ2 24: 25 cut or sold outQ2 24Q3 24: 19 bought or addedQ3 24: 27 cut or sold outQ4 24: 27 bought or addedQ4 24: 20 cut or sold outQ4 24Q1 25: 34 bought or addedQ1 25: 17 cut or sold outQ2 25: 25 bought or addedQ2 25: 32 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232031
Q4 20232228
Q1 20243124
Q2 20242125
Q3 20241927
Q4 20242720
Q1 20253417
Q2 20252532

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +30,092+30.1k
Comprehensive Wealth Management, LLC New +22,995+23.0k
STIFEL FINANCIAL CORP Added +21,896+21.9k
MML INVESTORS SERVICES, LLC Added +19,168+19.2k
STEPHENS INC /AR/ New +11,743+11.7k
HHM Wealth Advisors, LLC New +10,323+10.3k
Integrated Wealth Concepts LLC Added +7,456+7.5k
NewEdge Advisors, LLC New +5,225+5.2k
RAYMOND JAMES FINANCIAL INC Added +4,155+4.2k
LPL Financial LLC Added +3,719+3.7k

Biggest sellers

AMERIPRISE FINANCIAL INC Reduced -179,373-179.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -158,175-158.2k
B. Riley Wealth Advisors, Inc. Reduced -116,303-116.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -115,633-115.6k
Equitable Holdings, Inc. Reduced -63,308-63.3k
VICUS CAPITAL Reduced -39,525-39.5k
JANE STREET GROUP, LLC Sold out -33,965-34.0k
OSAIC HOLDINGS, INC. Reduced -27,983-28.0k
OPTIMA CAPITAL LLC Sold out -23,333-23.3k
GOLDMAN SACHS GROUP INC Sold out -22,342-22.3k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,391,3701.4m $31.1m $31.1m 0.01% Added +1.5k +1,478
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,020,8601.0m $22.9m $22.9m 0.01% Added +3.7k +3,719
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 727,574727.6k $16.3m $16.3m 0.00% Reduced -12.7k -12,725
4 B. Riley Wealth Advisors, Inc. 0.49% of their portfolio MEMPHIS, TN 450,516450.5k $10.1m $10.1m 0.49% Reduced -116.3k -116,303
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 334,693334.7k $7.5m $7.5m 0.00% Reduced -158.2k -158,175
6 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 147,849147.8k $3.3m $3.3m 0.03% Added +7.5k +7,456
7 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 124,716124.7k $2.8m $2.8m 0.00% Added +30.1k +30,092
8 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 89,73289.7k $2.0m $2.0m 0.02% Reduced -63.3k -63,308
9 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 87,27387.3k $2.0m $2.0m 0.00% Reduced -28.0k -27,983
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 73,22673.2k $1.6m $1.6m 0.00% Reduced -179.4k -179,373
11 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 72,58372.6k $1.6m $1.6m 0.03% Reduced -2.7k -2,705
12 VICUS CAPITAL 0.13% of their portfolio STATE COLLEGE, PA 68,60468.6k $1.5m $1.5m 0.13% Reduced -39.5k -39,525
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 65,12465.1k $1.5m $1.5m 0.00% Added +2.5k +2,529
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 64,93664.9k $1.5m $1.5m 0.00% Added +4.2k +4,155
15 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 64,80464.8k $1.5m $1.5m 0.00% Added +19.2k +19,168
16 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 58,26858.3k $1.3m $1.3m 0.00% Added +21.9k +21,896
17 Avestar Capital, LLC 0.09% of their portfolio New York, NY 55,06155.1k $1.2m $1.2m 0.09% Reduced -7.4k -7,381
18 McAdam, LLC 0.06% of their portfolio Philadelphia, PA 51,88851.9k $1.2m $1.2m 0.06% Reduced -2.3k -2,252
19 Advisory Alpha, LLC 0.03% of their portfolio HOLLAND, MI 46,65046.6k $1.0m $1.0m 0.03% Added +1.1k +1,078
20 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 38,68738.7k $866.0k $866.0k 0.03% Reduced -10.5k -10,544
21 Howard Capital Management, LLC 0.01% of their portfolio Alpharetta, GA 38,35438.4k $858.7k $858.7k 0.01% Added +1.9k +1,908
22 Empirical Asset Management, LLC 0.25% of their portfolio WELLESLEY, MA 35,66035.7k $798.3k $798.3k 0.25% Added +431 +431
23 VERUS CAPITAL PARTNERS, LLC 0.07% of their portfolio SCOTTSDALE, AZ 32,72932.7k $732.7k $732.7k 0.07% Added +2.0k +1,963
24 Duncan Williams Asset Management, LLC 0.18% of their portfolio MEMPHIS, TN 26,13926.1k $585.2k $585.2k 0.18% Reduced -42 -42
25 Comprehensive Wealth Management, LLC 0.41% of their portfolio LYNNWOOD, WA 22,99523.0k $514.8k $514.8k 0.41% New
26 Oregon Pacific Wealth Management, LLC 0.46% of their portfolio Medford, OR 21,54721.5k $482.4k $482.4k 0.46% Reduced -765 -765
27 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 21,40621.4k $479.2k $479.2k 0.00% Added +222 +222
28 Moloney Securities Asset Management, LLC 0.06% of their portfolio MANCHESTER, MO 21,37721.4k $478.6k $478.6k 0.06% Reduced -35 -35
29 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 17,78117.8k $398.1k $398.1k 0.01% Reduced -5.6k -5,607
30 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 16,27416.3k $364.3k $364.3k 0.00% Reduced -8.0k -8,028
31 United Advisor Group, LLC 0.06% of their portfolio CINCINNATI, OH 16,26116.3k $364.0k $364.0k 0.06% Reduced -1.2k -1,198
32 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 14,40114.4k $322.9k $322.9k 0.01% Added +2.9k +2,892
33 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 14,30414.3k $320.2k $320.2k 0.00% Reduced -2.6k -2,554
34 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 12,77812.8k $286.0k $286.0k 0.00% Added +1.3k +1,256
35 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 11,74311.7k $262.9k $262.9k 0.00% New
36 Melone Private Wealth, LLC 0.12% of their portfolio AUBURN HILLS, MI 10,48210.5k $234.2k $234.2k 0.12% Added +162 +162
37 HHM Wealth Advisors, LLC 0.03% of their portfolio CHATTANOOGA, TN 10,32310.3k $231.1k $231.1k 0.03% New
38 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 9,0149.0k $201.8k $201.8k 0.00% Reduced -7.5k -7,482
39 COMERICA BANK 0.00% of their portfolio DALLAS, TX 7,8597.9k $175.9k $175.9k 0.00% Added +112 +112
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,2426.2k $140.0k $140.0k 0.00% Added +3.0k +3,044
41 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 6,0126.0k $134.6k $134.6k 0.01% Unchanged
42 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,2255.2k $117.0k $117.0k 0.00% New
43 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 2,3422.3k $52.4k $52.4k 0.00% New
44 Cherry Tree Wealth Management, LLC 0.01% of their portfolio MINNETONKA, MN 1,1201.1k $25.1k $25.1k 0.01% Reduced -234 -234
45 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 933933 $20.8k $20.8k 0.00% Unchanged
46 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 703703 $15.7k $15.7k 0.00% Unchanged
47 Front Row Advisors LLC 0.01% of their portfolio TIBURON, CA 660660 $14.8k $14.8k 0.01% Reduced -440 -440
48 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 588588 $13.2k $13.2k 0.00% Added +73 +73
49 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 435435 $9.7k $9.7k 0.00% New
50 FMR LLC 0.00% of their portfolio BOSTON, MA 369369 $8.3k $8.3k 0.00% Reduced -50 -50
51 McIlrath & Eck, LLC 0.00% of their portfolio ARLINGTON, WA 207207 $4.6k $4.6k 0.00% Unchanged
52 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 207207 $4.6k $4.6k 0.00% First filing
53 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $13 $13 0.00% Unchanged
54 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 11 $23 $23 0.00% Unchanged
55 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged