Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Number of holders
-
56
-
Total 13F shares, excl. options
-
5,559,306
-
Shares change
-
+236,924
-
Total reported value, excl. options
-
$121,693,185
-
Value change
-
+$4,985,389
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Number of buys
-
33
-
Number of sells
-
-17
-
Price
-
$21.89
Significant Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q1 2025
59 filings reported holding HYZD - WISDOMTREE TR - HEDGED HI YLD BD as of Q1 2025.
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) has 56 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,559,306 shares
.
Largest 10 shareholders include UBS Group AG (1,389,892 shares), LPL Financial LLC (1,017,141 shares), MORGAN STANLEY (740,299 shares), ENVESTNET ASSET MANAGEMENT INC (492,868 shares), AMERIPRISE FINANCIAL INC (252,599 shares), Equitable Holdings, Inc. (153,040 shares), Integrated Wealth Concepts LLC (140,393 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (115,633 shares), OSAIC HOLDINGS, INC. (115,256 shares), and VICUS CAPITAL (108,129 shares).
This table shows the top 56 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.