DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (HYZD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
59
Reporting holders
$174.0M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| UBS Group AG | $39.1M | 1,738,524 | 0.00% | 31q | +10.0%+$3.6M |
| LPL Financial LLC | $38.9M | 1,726,486 | 0.01% | 31q | +5.5%+$2.0M |
| MORGAN STANLEY | $15.7M | 698,232 | 0.00% | 35q | +1.2%+$189.3K |
| ENVESTNET ASSET MANAGEMENT INC | $7.6M | 338,740 | 0.00% | 19q | +1.1%+$80.3K |
| AMERIPRISE FINANCIAL INC | $7.2M | 320,753 | 0.00% | 31q | +46.2%+$2.3M |
| B. Riley Wealth Advisors, Inc. | $6.5M | 288,985 | 0.35% | 16q | +6.0%+$365.6K |
| Systelligence, LLC | $6.3M | 281,841 | 1.06% | 2q | -20.6%-$1.6M |
| Cetera Investment Advisers | $4.2M | 188,414 | 0.00% | 10q | -1.6%-$68.0K |
| Integrated Wealth Concepts LLC | $4.2M | 185,404 | 0.03% | 17q | +9.1%+$347.5K |
| Savvy Advisors, Inc. | $4.1M | 180,572 | 0.09% | 3q | +12.5%+$451.8K |
| VICUS CAPITAL | $3.8M | 169,198 | 0.25% | 7q | +31.5%+$911.4K |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $3.3M | 146,850 | 1.94% | new | NEW |
| Kestra Advisory Services, LLC | $3.1M | 136,137 | 0.01% | 21q | -2.2%-$68.3K |
| Howard Capital Management, LLC | $2.5M | 112,478 | 0.03% | 10q | +9.3%+$215.7K |
| RAYMOND JAMES FINANCIAL INC | $2.4M | 107,334 | 0.00% | 7q | +64.1%+$943.9K |
| COLUMBIA ADVISORY PARTNERS LLC | $2.0M | 88,506 | 1.10% | 2q | -1.1%-$22.7K |
| OSAIC HOLDINGS, INC. | $1.8M | 78,891 | 0.00% | 26q | +6.1%+$102.7K |
| STIFEL FINANCIAL CORP | $1.6M | 71,481 | 0.00% | 20q | +17.4%+$238.4K |
| Prospera Financial Services Inc | $1.6M | 71,450 | 0.02% | 8q | +2.5%+$39.3K |
| JANE STREET GROUP, LLC | $1.4M | 61,248 | 0.00% | 4q | -64.3%-$2.5M |
| Avestar Capital, LLC | $1.4M | 61,056 | 0.08% | 15q | +1.6%+$21.9K |
| MML INVESTORS SERVICES, LLC | $1.4M | 60,330 | 0.00% | 24q | +34.4%+$347.3K |
| Janney Montgomery Scott LLC | $1.4M | 59,970 | 0.00% | 3q | +23.0%+$252.8K |
| Elevation Capital Advisory, LLC | $1.3M | 57,195 | 0.50% | new | NEW |
| Simplicity Wealth,LLC | $1.3M | 55,652 | 0.04% | new | NEW |
| Comprehensive Wealth Management, LLC | $1.2M | 55,067 | 0.57% | new | NEW |
| Empirical Asset Management, LLC | $1.1M | 49,431 | 0.25% | 19q | +8.5%+$86.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 47,348 | 0.00% | 19q | +139.5%+$620.7K |
| Cambridge Investment Research Advisors, Inc. | $890.0K | 39,510 | 0.00% | 18q | +163.9%+$552.8K |
| BFC Planning, Inc. | $646.8K | 28,738 | 0.03% | 3q | -2.6%-$17.4K |
| GILPIN WEALTH MANAGEMENT, LLC | $640.9K | 28,475 | 0.44% | 3q | HELD |
| NewEdge Advisors, LLC | $563.6K | 25,042 | 0.00% | 5q | -21.8%-$157.4K |
| JPMORGAN CHASE & CO | $526.9K | 23,456 | 0.00% | 3q | +747.4%+$464.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $447.7K | 19,825 | 0.00% | 9q | +57.2%+$162.8K |
| Private Advisor Group, LLC | $369.9K | 16,437 | 0.00% | 19q | -1.0%-$3.6K |
| Duncan Williams Asset Management, LLC | $339.1K | 15,068 | 0.08% | 8q | -4.1%-$14.5K |
| Advisory Alpha, LLC | $330.5K | 14,685 | 0.01% | 20q | -76.6%-$1.1M |
| Equitable Holdings, Inc. | $305.8K | 13,587 | 0.00% | 15q | -20.8%-$80.5K |
| STEPHENS INC /AR/ | $264.3K | 11,743 | 0.00% | 5q | HELD |
| Melone Private Wealth, LLC | $250.2K | 11,118 | 0.10% | 11q | +1.5%+$3.6K |
| Geneos Wealth Management Inc. | $198.9K | 8,838 | 0.00% | 26q | -3.8%-$7.9K |
| FIFTH THIRD BANCORP | $188.8K | 8,390 | 0.00% | 2q | +1.3%+$2.5K |
| CENTAURUS FINANCIAL, INC. | $188.0K | 8,364 | 0.01% | new | NEW |
| PRIVATE TRUST CO NA | $155.7K | 6,917 | 0.01% | 7q | HELD |
| ROYAL BANK OF CANADA | $98.0K | 4,347 | 0.00% | 31q | +214.1%+$66.8K |
| Global Retirement Partners, LLC | $47.2K | 2,095 | 0.00% | 12q | +33.9%+$11.9K |
| HHM Wealth Advisors, LLC | $37.3K | 1,656 | 0.00% | 5q | HELD |
| Ameritas Advisory Services, LLC | $34.4K | 1,530 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $21.0K | 933 | 0.00% | 13q | HELD |
| PNC Financial Services Group, Inc. | $20.0K | 887 | 0.00% | 4q | HELD |
| SBI Securities Co., Ltd. | $19.1K | 847 | 0.00% | 7q | +2.2% |
| Smartleaf Asset Management LLC | $17.0K | 758 | 0.00% | 11q | HELD |
| AE Wealth Management LLC | $16.6K | 737 | 0.00% | 4q | +1.4% |
| Front Row Advisors LLC | $10.0K | 440 | 0.00% | 20q | HELD |
| WELLS FARGO & COMPANY/MN | $3.4K | 150 | 0.00% | 30q | HELD |
| FMR LLC | $2.4K | 107 | 0.00% | 20q | -78.0%-$8.5K |
| Continuum Advisory, LLC | $1.1K | 51 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $360 | 16 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $23 | 1 | 0.00% | 12q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 14 | $30.4M | 1,360,623 | 3 | 5 | 4 | 0.0% |
| Q2 2026 | 59 | $174.0M | 7,732,321 | 8 | 28 | 13 | 0.0% |
| Q1 2026 | 59 | $158.6M | 7,203,777 | 8 | 26 | 12 | 0.0% |
| Q4 2025 | 61 | $146.7M | 6,443,216 | 8 | 26 | 13 | 0.0% |
| Q3 2025 | 55 | $128.8M | 5,729,834 | 7 | 18 | 19 | 0.0% |
| Q2 2025 | 54 | $121.4M | 5,420,886 | 6 | 18 | 20 | 0.0% |
| Q1 2025 | 57 | $134.3M | 6,134,373 | 5 | 27 | 12 | 0.0% |
| Q4 2024 | 56 | $131.5M | 5,913,811 | 9 | 17 | 14 | 0.0% |
| Q3 2024 | 50 | $109.4M | 4,942,492 | 5 | 12 | 18 | 0.0% |
| Q2 2024 | 52 | $136.1M | 6,225,093 | 3 | 16 | 20 | 0.0% |
| Q1 2024 | 57 | $167.3M | 7,642,263 | 8 | 23 | 17 | 0.0% |
| Q4 2023 | 56 | $131.9M | 6,100,800 | 8 | 14 | 20 | 0.0% |
| Q3 2023 | 54 | $128.2M | 6,071,024 | 4 | 15 | 25 | 0.0% |
| Q2 2023 | 54 | $108.2M | 5,145,361 | 2 | 15 | 28 | 0.0% |
| Q1 2023 | 54 | $139.1M | 6,697,064 | 7 | 14 | 22 | 0.0% |
| Q4 2022 | 62 | $146.5M | 7,102,792 | 17 | 18 | 18 | 0.0% |
| Q3 2022 | 54 | $207.2M | 10,294,114 | 2 | 11 | 25 | 0.0% |
| Q2 2022 | 61 | $220.3M | 11,070,824 | 8 | 18 | 20 | 0.0% |
| Q1 2022 | 64 | $727.3M | 33,114,777 | 9 | 23 | 19 | 0.1% |
| Q4 2021 | 61 | $4.5B | 200,397,821 | 18 | 18 | 6 | 0.0% |
| Q3 2021 | 43 | $997.0M | 44,846,365 | 10 | 16 | 10 | 0.0% |
| Q2 2021 | 38 | $3.0B | 134,646,502 | 5 | 16 | 10 | 0.0% |
| Q1 2021 | 37 | $201.7M | 9,117,922 | 6 | 14 | 10 | 0.0% |
| Q4 2020 | 39 | $1.2B | 52,891,166 | 5 | 13 | 11 | 0.0% |
| Q3 2020 | 40 | $197.9M | 9,522,907 | 7 | 10 | 15 | 0.0% |
| Q2 2020 | 42 | $192.7M | 9,559,837 | 6 | 7 | 18 | 0.0% |
| Q1 2020 | 46 | $211.0M | 11,284,504 | 5 | 13 | 19 | 0.0% |
| Q4 2019 | 64 | $486.0M | 20,977,648 | 8 | 24 | 15 | 0.0% |
| Q3 2019 | 54 | $496.8M | 21,592,194 | 6 | 23 | 15 | 0.0% |
| Q2 2019 | 56 | $757.6M | 32,502,092 | 5 | 25 | 14 | 0.0% |
| Q1 2019 | 55 | $760.2M | 32,691,905 | 6 | 16 | 24 | 0.0% |
| Q4 2018 | 56 | $5.7B | 155,980,184 | 1 | 0 | 2 | 0.0% |