Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Number of holders
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54
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Total 13F shares, excl. options
-
5,417,765
-
Shares change
-
-732,969
-
Total reported value, excl. options
-
$121,296,062
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Value change
-
-$16,297,708
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Number of buys
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26
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Number of sells
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-32
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Price
-
$22.39
Significant Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q2 2025
64 filings reported holding HYZD - WISDOMTREE TR - HEDGED HI YLD BD as of Q2 2025.
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) has 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,417,765 shares
.
Largest 10 shareholders include UBS Group AG (1,391,370 shares), LPL Financial LLC (1,020,860 shares), MORGAN STANLEY (727,574 shares), B. Riley Wealth Advisors, Inc. (450,516 shares), ENVESTNET ASSET MANAGEMENT INC (334,693 shares), Integrated Wealth Concepts LLC (147,849 shares), COMMONWEALTH EQUITY SERVICES, LLC (124,716 shares), Equitable Holdings, Inc. (89,732 shares), OSAIC HOLDINGS, INC. (87,273 shares), and AMERIPRISE FINANCIAL INC (73,226 shares).
This table shows the top 54 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.