Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Number of holders
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55
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Total 13F shares, excl. options
-
5,729,834
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Shares change
-
+326,470
-
Total reported value, excl. options
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$128,811,415
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Value change
-
+$7,343,833
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Number of buys
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26
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Number of sells
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-27
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Price
-
$22.48
Significant Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q3 2025
60 filings reported holding HYZD - WISDOMTREE TR - HEDGED HI YLD BD as of Q3 2025.
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,729,834 shares
.
Largest 10 shareholders include UBS Group AG (1,385,502 shares), LPL Financial LLC (1,156,009 shares), MORGAN STANLEY (722,213 shares), ENVESTNET ASSET MANAGEMENT INC (350,027 shares), B. Riley Wealth Advisors, Inc. (274,387 shares), Elevation Capital Advisory, LLC (231,725 shares), Cetera Investment Advisers (154,341 shares), Integrated Wealth Concepts LLC (153,518 shares), VICUS CAPITAL (112,475 shares), and MML INVESTORS SERVICES, LLC (88,255 shares).
This table shows the top 55 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.