Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Total 13F shares
-
373,447
-
Share change
-
+161,709
-
Total reported value
-
$9,973,068
-
Price per share
-
$22.53
-
Number of holders
-
7
-
Value change
-
+$5,198,973
-
Number of buys
-
5
-
Number of sells
-
1
Institutional Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q4 2025
As of 31 Dec 2025,
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
373,447 shares.
The largest 7 holders included
Savvy Advisors, Inc., VICUS CAPITAL, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Oregon Pacific Wealth Management, LLC, MOULTON WEALTH MANAGEMENT, INC, Melone Private Wealth, LLC, and HHM Wealth Advisors, LLC.
This page lists
7
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.