Vault-13

WISDOMTREE TR HYZD

HEDGED HI YLD BD · ETP · CUSIP 97717W430

58 institutional holders +0 vs Q1 2026
7,888,9867.9m shares reported held*
$177.5mreported value*
8 new 27 added 12 reduced 7 sold out net bought ≈ $16.3m (+724.4k 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 ≈ $22.51.

Trends to Q2 2026

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: 55Q3 25: 55Q4 25: 60Q1 26: 58Q2 26: 5858Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 202555
Q4 202560
Q1 202658
Q2 202658

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 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 25Q3 25: 26 bought or addedQ3 25: 27 cut or sold outQ4 25: 35 bought or addedQ4 25: 19 cut or sold outQ4 25Q1 26: 33 bought or addedQ1 26: 22 cut or sold outQ2 26: 35 bought or addedQ2 26: 19 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241927
Q4 20242720
Q1 20253417
Q2 20252532
Q3 20252627
Q4 20253519
Q1 20263322
Q2 20263519

Biggest buyers

Integrated Wealth Concepts LLC Added +200,845+200.8k
UBS Group AG Added +158,613+158.6k
FIG FINANCIAL ADVISORY SERVICES INC /ADV New +146,850+146.8k
AMERIPRISE FINANCIAL INC Added +101,304+101.3k
LPL Financial LLC Added +89,885+89.9k
Elevation Capital Advisory, LLC New +57,195+57.2k
Simplicity Wealth,LLC New +55,652+55.7k
Comprehensive Wealth Management, LLC New +55,067+55.1k
RAYMOND JAMES FINANCIAL INC Added +41,940+41.9k
VICUS CAPITAL Added +40,494+40.5k

Biggest sellers

JANE STREET GROUP, LLC Reduced -110,217-110.2k
Bank of New York Mellon Corp Sold out -96,605-96.6k
Systelligence, LLC Reduced -73,011-73.0k
McAdam, LLC Sold out -49,408-49.4k
Advisory Alpha, LLC Reduced -47,958-48.0k
VERUS CAPITAL PARTNERS, LLC Sold out -11,478-11.5k
FLOW TRADERS U.S. LLC Sold out -10,647-10.6k
NewEdge Advisors, LLC Reduced -6,993-7.0k
Equitable Holdings, Inc. Reduced -3,578-3.6k
JCSD Capital, LLC Sold out -3,220-3.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,738,5241.7m $39.1m $39.1m 0.01% Added +158.6k +158,613
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,726,4861.7m $38.9m $38.9m 0.01% Added +89.9k +89,885
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 698,232698.2k $15.7m $15.7m 0.00% Added +8.4k +8,411
4 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 370,807370.8k $8.3m $8.3m 0.04% Added +200.8k +200,845
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 338,740338.7k $7.6m $7.6m 0.00% Added +3.6k +3,566
6 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 320,753320.8k $7.2m $7.2m 0.00% Added +101.3k +101,304
7 B. Riley Wealth Advisors, Inc. 0.35% of their portfolio MEMPHIS, TN 288,985289.0k $6.5m $6.5m 0.35% Added +16.3k +16,275
8 Systelligence, LLC 1.06% of their portfolio BLOOMINGTON, MN 281,841281.8k $6.3m $6.3m 1.06% Reduced -73.0k -73,011
9 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 188,414188.4k $4.2m $4.2m 0.00% Reduced -3.0k -3,020
10 Savvy Advisors, Inc. 0.09% of their portfolio NEW YORK, NY 180,572180.6k $4.1m $4.1m 0.09% Added +20.1k +20,075
11 VICUS CAPITAL 0.25% of their portfolio STATE COLLEGE, PA 169,198169.2k $3.8m $3.8m 0.25% Added +40.5k +40,494
12 FIG FINANCIAL ADVISORY SERVICES INC /ADV 1.94% of their portfolio OKLAHOMA CITY, OK 146,850146.8k $3.3m $3.3m 1.94% New
13 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 136,137136.1k $3.1m $3.1m 0.01% Reduced -3.0k -3,036
14 Howard Capital Management, LLC 0.03% of their portfolio Alpharetta, GA 112,478112.5k $2.5m $2.5m 0.03% Added +9.6k +9,583
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 107,334107.3k $2.4m $2.4m 0.00% Added +41.9k +41,940
16 COLUMBIA ADVISORY PARTNERS LLC 1.10% of their portfolio SPOKANE, WA 88,50688.5k $2.0m $2.0m 1.10% Reduced -1.0k -1,008
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 78,89178.9k $1.8m $1.8m 0.00% Added +4.6k +4,561
18 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 71,48171.5k $1.6m $1.6m 0.00% Added +10.6k +10,592
19 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 71,45071.5k $1.6m $1.6m 0.02% Added +1.7k +1,746
20 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 61,24861.2k $1.4m $1.4m 0.00% Reduced -110.2k -110,217
21 Avestar Capital, LLC 0.08% of their portfolio New York, NY 61,05661.1k $1.4m $1.4m 0.08% Added +972 +972
22 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 60,33060.3k $1.4m $1.4m 0.00% Added +15.4k +15,433
23 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 59,97060.0k $1.4m $1.4m 0.00% Added +11.2k +11,232
24 Elevation Capital Advisory, LLC 0.50% of their portfolio BEND, OR 57,19557.2k $1.3m $1.3m 0.50% New
25 Simplicity Wealth,LLC 0.04% of their portfolio SUMMIT, NJ 55,65255.7k $1.3m $1.3m 0.04% New
26 Comprehensive Wealth Management, LLC 0.57% of their portfolio LYNNWOOD, WA 55,06755.1k $1.2m $1.2m 0.57% New
27 Empirical Asset Management, LLC 0.25% of their portfolio WELLESLEY, MA 49,43149.4k $1.1m $1.1m 0.25% Added +3.9k +3,857
28 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 47,34847.3k $1.1m $1.1m 0.00% Added +27.6k +27,578
29 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 39,51039.5k $890.0k $890.0k 0.00% Added +24.5k +24,541
30 GILPIN WEALTH MANAGEMENT, LLC 0.44% of their portfolio DENVER, CO 28,47528.5k $640.9k $640.9k 0.44% Unchanged
31 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 25,04225.0k $563.6k $563.6k 0.00% Reduced -7.0k -6,993
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 23,45623.5k $526.9k $526.9k 0.00% Added +20.7k +20,688
33 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 19,82519.8k $447.7k $447.7k 0.00% Added +7.2k +7,211
34 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 16,43716.4k $369.9k $369.9k 0.00% Reduced -161 -161
35 Duncan Williams Asset Management, LLC 0.08% of their portfolio MEMPHIS, TN 15,06815.1k $339.1k $339.1k 0.08% Reduced -645 -645
36 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 14,68514.7k $330.5k $330.5k 0.01% Reduced -48.0k -47,958
37 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 13,58713.6k $305.8k $305.8k 0.00% Reduced -3.6k -3,578
38 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 11,74311.7k $264.3k $264.3k 0.00% Unchanged
39 Melone Private Wealth, LLC 0.10% of their portfolio AUBURN HILLS, MI 11,11811.1k $250.2k $250.2k 0.10% Added +161 +161
40 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 8,8388.8k $198.9k $198.9k 0.00% Reduced -350 -350
41 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 8,3908.4k $188.8k $188.8k 0.00% Added +109 +109
42 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 8,3648.4k $188.0k $188.0k 0.01% New
43 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 6,9176.9k $155.7k $155.7k 0.01% Unchanged
44 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,3474.3k $98.0k $98.0k 0.00% Added +3.0k +2,963
45 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,0952.1k $47.2k $47.2k 0.00% First filing
46 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 1,6561.7k $37.3k $37.3k 0.00% Unchanged
47 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 1,5301.5k $34.4k $34.4k 0.00% New
48 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 933933 $21.0k $21.0k 0.00% Unchanged
49 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 887887 $20.0k $20.0k 0.00% Unchanged
50 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 847847 $19.1k $19.1k 0.00% Added +18 +18
51 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 758758 $17.0k $17.0k 0.00% Unchanged
52 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 737737 $16.6k $16.6k 0.00% Added +10 +10
53 Front Row Advisors LLC 0.00% of their portfolio TIBURON, CA 440440 $10.0k $10.0k 0.00% Unchanged
54 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 150150 $3.4k $3.4k 0.00% Unchanged
55 FMR LLC 0.00% of their portfolio BOSTON, MA 107107 $2.4k $2.4k 0.00% Reduced -379 -379
56 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 5151 $1.1k $1.1k 0.00% New
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1616 $360 $360 0.00% New
58 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 11 $23 $23 0.00% Unchanged