Wisdomtree Interest Rate HED (HYZD)

CUSIP: 97717W430 | NYSE | 230 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Prime Capital Investment Advisors, LLC541,778

0.1% of portfolio$12.1M

Systelligence, LLC416,510

1.5% of portfolio$9.3M

B. Riley Wealth Advisors, Inc.292,660

0.3% of portfolio$6.5M

Vicus Capital168,868

0.2% of portfolio$3.8M

Iams Wealth Management, LLC125,960

0.8% of portfolio$2.8M

Howard Capital Management, LLC106,341

0.0% of portfolio$2.4M

Kestra Advisory Services, LLC105,682

0.0% of portfolio$2.4M

Commonwealth Equity Services, LLC86,437

0.0% of portfolio$1.9M

Prospera Financial Services Inc71,971

0.0% of portfolio$1.6M

Simplicity Wealth,LLC67,386

0.0% of portfolio$1.5M

Stevens Capital Partners60,922

0.2% of portfolio$1.4M

Comprehensive Wealth Management, LLC55,683

0.6% of portfolio$1.2M

Elevation Capital Advisory, LLC54,110

0.5% of portfolio$1.2M

Avestar Capital, LLC43,769

0.1% of portfolio$979.1K

Cambridge Investment Research Advisors, Inc.28,735

0.0% of portfolio$643

Gilpin Wealth Management, LLC27,955

0.4% of portfolio$625.4K

Wealth Enhancement Advisory Services, LLC20,660

0.0% of portfolio$462.2K

Alchemi Wealth, LLC12,430

0.1% of portfolio$278.1K

Melone Private Wealth, LLC11,280

0.1% of portfolio$252.3K

Team Financial Group, LLC10,484

0.1% of portfolio$234.5K

Fifth Third Bancorp8,257

0.0% of portfolio$184.7K

Private Trust Co NA6,917

0.0% of portfolio$154.7K

Creative Financial Designs Inc1,070

0.0% of portfolio$23.9K

SBI Securities Co., Ltd.884

0.0% of portfolio$19.8K

Dhjj Financial Advisors, Ltd.1

0.0% of portfolio$23

				Style	Turnover	Location	Filed
Prime Capital Investment Advisors, LLC	541,778	$12.1M	0.1%	ETF	Low	Overland Park, KS	2026-10-20
Systelligence, LLC	416,510	$9.3M	1.5%	ETF	High	Bloomington, MN	2026-11-05
B. Riley Wealth Advisors, Inc.	292,660	$6.5M	0.3%	Growth	Low	Memphis, TN	2026-10-13
Vicus Capital	168,868	$3.8M	0.2%	ETF	Medium	State College, PA	2026-11-05
Iams Wealth Management, LLC	125,960	$2.8M	0.8%	Core	Medium	Omaha, NE	2026-10-15
Howard Capital Management, LLC	106,341	$2.4M	0.0%	ETF	High	Alpharetta, GA	2026-10-16
Kestra Advisory Services, LLC	105,682	$2.4M	0.0%	Core	Low	Austin, TX	2026-11-02
Commonwealth Equity Services, LLC	86,437	$1.9M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Prospera Financial Services Inc	71,971	$1.6M	0.0%	Core	Medium	Dallas, TX	2026-11-04
Simplicity Wealth,LLC	67,386	$1.5M	0.0%	ETF	Low	Summit, NJ	2026-10-23
Stevens Capital Partners	60,922	$1.4M	0.2%	ETF	Very Low	Omaha, NE	2026-10-29
Comprehensive Wealth Management, LLC	55,683	$1.2M	0.6%	ETF	Medium	Lynnwood, WA	2026-11-02
Elevation Capital Advisory, LLC	54,110	$1.2M	0.5%	ETF	Very High	Bend, OR	2026-10-29
Avestar Capital, LLC	43,769	$979.1K	0.1%	Growth	Low	New York, NY	2026-10-28
Cambridge Investment Research Advisors, Inc.	28,735	$643	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Gilpin Wealth Management, LLC	27,955	$625.4K	0.4%	Growth	Low	Denver, CO	2026-10-09
Wealth Enhancement Advisory Services, LLC	20,660	$462.2K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Alchemi Wealth, LLC	12,430	$278.1K	0.1%	Core	Low	Essex, CT	2026-11-04
Melone Private Wealth, LLC	11,280	$252.3K	0.1%	ETF	Medium	Auburn Hills, MI	2026-10-16
Team Financial Group, LLC	10,484	$234.5K	0.1%	ETF	Low	Temecula, CA	2026-10-30
Fifth Third Bancorp	8,257	$184.7K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Private Trust Co NA	6,917	$154.7K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Creative Financial Designs Inc	1,070	$23.9K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
SBI Securities Co., Ltd.	884	$19.8K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Dhjj Financial Advisors, Ltd.	1	$23	0.0%	ETF	Very Low	Naperville, IL	2026-10-23