Who Owns WISDOMTREE TR (HYZD)? -- Institutional Holders (2026-03-31)
66 institutions reported holding $157.3M of WISDOMTREE TR (HYZD) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($36.0M), UBS Group AG ($34.8M), MORGAN STANLEY ($15.2M), Systelligence, LLC ($7.8M), ENVESTNET ASSET MANAGEMENT INC ($7.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $36.0M | 1.6M | Added |
| 2 | UBS Group AG | $34.8M | 1.6M | Added |
| 3 | MORGAN STANLEY | $15.2M | 689,821 | Trimmed |
| 4 | Systelligence, LLC | $7.8M | 354,852 | New |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $7.4M | 335,174 | Trimmed |
| 6 | B. Riley Wealth Advisors, Inc. | $6.0M | 272,710 | Added |
| 7 | AMERIPRISE FINANCIAL INC | $4.8M | 219,449 | Added |
| 8 | Cetera Investment Advisers | $4.2M | 191,434 | Added |
| 9 | JANE STREET GROUP, LLC | $3.8M | 171,465 | Added |
| 10 | Integrated Wealth Concepts LLC | $3.7M | 169,962 | Added |
| 11 | Savvy Advisors, Inc. | $3.5M | 160,497 | Added |
| 12 | Kestra Advisory Services, LLC | $3.1M | 139,173 | Added |
| 13 | VICUS CAPITAL | $2.8M | 128,704 | Added |
| 14 | Howard Capital Management Inc. | $2.3M | 102,895 | Added |
| 15 | Bank of New York Mellon Corp | $2.1M | 96,605 | New |
| 16 | COLUMBIA ADVISORY PARTNERS LLC | $2.0M | 89,514 | New |
| 17 | OSAIC HOLDINGS, INC. | $1.6M | 74,330 | Added |
| 18 | Prospera Financial Services Inc | $1.5M | 69,704 | Trimmed |
| 19 | RAYMOND JAMES FINANCIAL INC | $1.4M | 65,394 | Trimmed |
| 20 | Advisory Alpha, LLC | $1.4M | 62,643 | Added |
| 21 | STIFEL FINANCIAL CORP | $1.3M | 60,889 | Added |
| 22 | Avestar Capital, LLC | $1.3M | 60,084 | Trimmed |
| 23 | McAdam, LLC | $1.1M | 49,408 | Added |
| 24 | Janney Montgomery Scott LLC | $1.1M | 48,738 | Added |
| 25 | Empirical Asset Management, LLC | $1.0M | 45,574 | Added |
Source: SEC Form 13F filings · as of 2026-03-31