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Wisdomtree Interest Rate HED (HYZD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Prime Capital Investment Advisors, LLC
NEW
Shares541,778
Change+541,778
Value$12.1M
Filed 2026-10-20
Systelligence, LLC
INCREASED
Shares416,510 from 281,841
Change+134,669 (+48%)
Value$9.3M (+$3.0M)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares292,660 from 288,985
Change+3,675 (+1%)
Value$6.5M (+$54.8K)
Filed 2026-10-13
Vicus Capital
DECREASED
Shares168,868 from 169,198
Change-330 (0%)
Value$3.8M (-$30.5K)
Filed 2026-11-05
Iams Wealth Management, LLC
NEW
Shares125,960
Change+125,960
Value$2.8M
Filed 2026-10-15
Howard Capital Management, LLC
DECREASED
Shares106,341 from 112,478
Change-6,137 (-5%)
Value$2.4M (-$152.7K)
Filed 2026-10-16
Kestra Advisory Services, LLC
DECREASED
Shares105,682 from 136,137
Change-30,455 (-22%)
Value$2.4M (-$699.9K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares86,437 from 47,348
Change+39,089 (+83%)
Value$1.9M (+$868.0K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares71,971 from 71,450
Change+521 (+1%)
Value$1.6M (-$5.3K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares67,386 from 55,652
Change+11,734 (+21%)
Value$1.5M (+$254.9K)
Filed 2026-10-23
Stevens Capital Partners
NEW
Shares60,922
Change+60,922
Value$1.4M
Filed 2026-10-29
Comprehensive Wealth Management, LLC
INCREASED
Shares55,683 from 55,067
Change+616 (+1%)
Value$1.2M (+$6.3K)
Filed 2026-11-02
Elevation Capital Advisory, LLC
DECREASED
Shares54,110 from 57,195
Change-3,085 (-5%)
Value$1.2M (-$76.8K)
Filed 2026-10-29
Avestar Capital, LLC
DECREASED
Shares43,769 from 61,056
Change-17,287 (-28%)
Value$979.1K (-$395.1K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares28,735 from 19,755
Change+8,980 (+45%)
Value$643 (-$444.4K)
Filed 2026-11-02
Gilpin Wealth Management, LLC
DECREASED
Shares27,955 from 28,475
Change-520 (-2%)
Value$625.4K (-$15.5K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares20,660 from 19,825
Change+835 (+4%)
Value$462.2K (+$14.5K)
Filed 2026-10-13
Alchemi Wealth, LLC
NEW
Shares12,430
Change+12,430
Value$278.1K
Filed 2026-11-04
Melone Private Wealth, LLC
INCREASED
Shares11,280 from 11,118
Change+162 (+1%)
Value$252.3K (+$2.1K)
Filed 2026-10-16
Team Financial Group, LLC
NEW
Shares10,484
Change+10,484
Value$234.5K
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares8,257 from 8,390
Change-133 (-2%)
Value$184.7K (-$4.1K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares6,917 from 6,917
Change0 (0%)
Value$154.7K (-$946)
Filed 2026-10-20
Creative Financial Designs Inc
NEW
Shares1,070
Change+1,070
Value$23.9K
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares884 from 847
Change+37 (+4%)
Value$19.8K (+$712)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$23 ($0)
Filed 2026-10-23
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 146,850
Change-146,850 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-07
Columbia Advisory Partners LLC
CLOSED
Shares0 from 88,506
Change-88,506 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-15
UBS Group AG
N/A
Shares— from 1,738,524
Change-1,738,524 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,726,486
Change-1,726,486 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 698,232
Change-698,232 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 338,740
Change-338,740 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 320,753
Change-320,753 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 188,414
Change-188,414 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 185,404
Change-185,404 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 180,572
Change-180,572 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 107,334
Change-107,334 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 78,891
Change-78,891 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 71,481
Change-71,481 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 61,248
Change-61,248 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 60,330
Change-60,330 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 59,970
Change-59,970 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 49,431
Change-49,431 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 28,738
Change-28,738 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 25,042
Change-25,042 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 23,456
Change-23,456 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 16,437
Change-16,437 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 15,068
Change-15,068 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 14,685
Change-14,685 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,587
Change-13,587 (-100%)
Value—
Stephens Inc
N/A
Shares— from 11,743
Change-11,743 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,838
Change-8,838 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 8,364
Change-8,364 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 933
Change-933 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 887
Change-887 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 737
Change-737 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 150
Change-150 (-100%)
Value—
FMR LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
Prime Capital Investment Advisors, LLC
NEW541,778—+541,778——$12.1M—2026-10-20
Systelligence, LLC
INCREASED416,510281,841+134,669+48%$6.3M$9.3M+$3.0M2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED292,660288,985+3,675+1%$6.5M$6.5M+$54.8K2026-10-13
Vicus Capital
DECREASED168,868169,198-3300%$3.8M$3.8M-$30.5K2026-11-05
Iams Wealth Management, LLC
NEW125,960—+125,960——$2.8M—2026-10-15
Howard Capital Management, LLC
DECREASED106,341112,478-6,137-5%$2.5M$2.4M-$152.7K2026-10-16
Kestra Advisory Services, LLC
DECREASED105,682136,137-30,455-22%$3.1M$2.4M-$699.9K2026-11-02
Commonwealth Equity Services, LLC
INCREASED86,43747,348+39,089+83%$1.1M$1.9M+$868.0K2026-11-02
Prospera Financial Services Inc
INCREASED71,97171,450+521+1%$1.6M$1.6M-$5.3K2026-11-04
Simplicity Wealth,LLC
INCREASED67,38655,652+11,734+21%$1.3M$1.5M+$254.9K2026-10-23
Stevens Capital Partners
NEW60,922—+60,922——$1.4M—2026-10-29
Comprehensive Wealth Management, LLC
INCREASED55,68355,067+616+1%$1.2M$1.2M+$6.3K2026-11-02
Elevation Capital Advisory, LLC
DECREASED54,11057,195-3,085-5%$1.3M$1.2M-$76.8K2026-10-29
Avestar Capital, LLC
DECREASED43,76961,056-17,287-28%$1.4M$979.1K-$395.1K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED28,73519,755+8,980+45%$445.0K$643-$444.4K2026-11-02
Gilpin Wealth Management, LLC
DECREASED27,95528,475-520-2%$640.9K$625.4K-$15.5K2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED20,66019,825+835+4%$447.7K$462.2K+$14.5K2026-10-13
Alchemi Wealth, LLC
NEW12,430—+12,430——$278.1K—2026-11-04
Melone Private Wealth, LLC
INCREASED11,28011,118+162+1%$250.2K$252.3K+$2.1K2026-10-16
Team Financial Group, LLC
NEW10,484—+10,484——$234.5K—2026-10-30
Fifth Third Bancorp
DECREASED8,2578,390-133-2%$188.8K$184.7K-$4.1K2026-11-05
Private Trust Co NA
UNCHANGED6,9176,91700%$155.7K$154.7K-$9462026-10-20
Creative Financial Designs Inc
NEW1,070—+1,070——$23.9K—2026-11-04
SBI Securities Co., Ltd.
INCREASED884847+37+4%$19.1K$19.8K+$7122026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED1100%$23$23$02026-10-23
FIG Financial Advisory Services Inc
CLOSED0146,850-146,850-100%$3.3M$0-$3.3M2026-10-07
Columbia Advisory Partners LLC
CLOSED088,506-88,506-100%$2.0M$0-$2.0M2026-10-15
UBS Group AG
N/A—1,738,524-1,738,524-100%$39.1M———
LPL Financial LLC
N/A—1,726,486-1,726,486-100%$38.9M———
Morgan Stanley
N/A—698,232-698,232-100%$15.7M———
Envestnet Asset Management Inc
N/A—338,740-338,740-100%$7.6M———
Ameriprise Financial Inc
N/A—320,753-320,753-100%$7.2M———
Cetera Investment Advisers
N/A—188,414-188,414-100%$4.2M———
Integrated Wealth Concepts LLC
N/A—185,404-185,404-100%$4.2M———
Savvy Advisors, Inc.
N/A—180,572-180,572-100%$4.1M———
Raymond James Financial Inc
N/A—107,334-107,334-100%$2.4M———
Osaic Holdings, Inc.
N/A—78,891-78,891-100%$1.8M———
Stifel Financial Corp
N/A—71,481-71,481-100%$1.6M———
Jane Street Group, LLC
N/A—61,248-61,248-100%$1.4M———
MML Investors Services, LLC
N/A—60,330-60,330-100%$1.4M———
Janney Montgomery Scott LLC
N/A—59,970-59,970-100%$1.4M———
Empirical Asset Management, LLC
N/A—49,431-49,431-100%$1.1M———
BFC Planning, Inc.
N/A—28,738-28,738-100%$646.8K———
NewEdge Advisors, LLC
N/A—25,042-25,042-100%$563.6K———
JPMorgan Chase & Co
N/A—23,456-23,456-100%$526.9K———
Private Advisor Group, LLC
N/A—16,437-16,437-100%$369.9K———
Duncan Williams Asset Management, LLC
N/A—15,068-15,068-100%$339.1K———
Advisory Alpha, LLC
N/A—14,685-14,685-100%$330.5K———
Equitable Holdings, Inc.
N/A—13,587-13,587-100%$305.8K———
Stephens Inc
N/A—11,743-11,743-100%$264.3K———
Geneos Wealth Management Inc.
N/A—8,838-8,838-100%$198.9K———
Centaurus Financial, Inc.
N/A—8,364-8,364-100%$188.0K———
Royal Bank of Canada
N/A—4,347-4,347-100%$98.0K———
Global Retirement Partners, LLC
N/A—2,095-2,095-100%$47.2K———
HHM Wealth Advisors, LLC
N/A—1,656-1,656-100%$37.3K———
Ameritas Advisory Services, LLC
N/A—1,530-1,530-100%$34.4K———
National Bank of Canada
N/A—933-933-100%$21.0K———
PNC Financial Services Group, Inc.
N/A—887-887-100%$20.0K———
Smartleaf Asset Management LLC
N/A—758-758-100%$17.0K———
AE Wealth Management LLC
N/A—737-737-100%$16.6K———
Front Row Advisors LLC
N/A—440-440-100%$10.0K———
Wells Fargo & Company
N/A—150-150-100%$3.4K———
FMR LLC
N/A—107-107-100%$2.4K———
Continuum Advisory, LLC
N/A—51-51-100%$1.1K———
Northwestern Mutual Wealth Management Co
N/A—16-16-100%$360———
Showing 65 of 65 institutions