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Public ownership evidence

WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) Ownership Disclosures

Read HYZD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-29566,819$12,407,655None
Equitable Holdings, Inc.2026-06-302026-08-1813,587$305,797None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-188,364$188,000None
Ameritas Advisory Services, LLC2026-06-302026-08-151,530$34,435None
OSAIC HOLDINGS, INC.2026-06-302026-08-1548,629$1,094,483None
OSAIC HOLDINGS, INC.2026-06-302026-08-1530,262$681,208None
JANE STREET GROUP, LLC2026-06-302026-08-1561,248$1,378,490None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15320,753$7,218,511None
ROYAL BANK OF CANADA2026-06-302026-08-154,347$98,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1588,306$1,987,477None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1519,028$428,257None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15150$3,374None
Front Row Advisors LLC2026-06-302026-08-14440$9,962None
UBS Group AG2026-06-302026-08-141,738,524$39,128,960None
MORGAN STANLEY2026-06-302026-08-142$50None
MORGAN STANLEY2026-06-302026-08-14698,230$15,714,860None
FMR LLC2026-06-302026-08-142$45None
FMR LLC2026-06-302026-08-14105$2,353None
Smartleaf Asset Management LLC2026-06-302026-08-13758$17,028None
Integrated Wealth Concepts LLC2026-06-302026-08-13370,807$8,345,650None
Cetera Investment Advisers2026-06-302026-08-13188,414$4,240,584None
Comprehensive Wealth Management, LLC2026-06-302026-08-1355,067$1,239,376None
NewEdge Advisors, LLC2026-06-302026-08-1325,042$563,606None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1316$360None
STIFEL FINANCIAL CORP2026-06-302026-08-1371,481$1,608,824None
JPMORGAN CHASE & CO2026-06-302026-08-1323,456$526,939None
Advisory Alpha, LLC2026-06-302026-08-1214,685$330,514None
Empirical Asset Management, LLC2026-06-302026-08-1149,431$1,112,535None
FIG FINANCIAL ADVISORY SERVICES INC /ADV2026-06-302026-08-11146,850$3,305,119None
NATIONAL BANK OF CANADA /FI/2026-06-302026-08-11933$20,974None
LPL Financial LLC2026-06-302026-08-081,726,486$38,857,495None
PNC Financial Services Group, Inc.2026-06-302026-08-08887$19,964None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0860,330$1,357,839None
Geneos Wealth Management Inc.2026-06-302026-08-078,838$198,943None
Global Retirement Partners, LLC2026-06-302026-08-072,095$47,152None
Continuum Advisory, LLC2026-06-302026-08-0751$1,148None
Simplicity Wealth,LLC2026-06-302026-08-0755,652$1,252,551None
VICUS CAPITAL2026-06-302026-08-06169,198$3,808,089None
Janney Montgomery Scott LLC2026-06-302026-08-0659,970$1,350,000None
FIFTH THIRD BANCORP2026-06-302026-08-068,390$188,831None
Savvy Advisors, Inc.2026-06-302026-08-04180,572$4,064,082None
AE Wealth Management LLC2026-06-302026-08-04737$16,593None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04338,740$7,623,931None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3119,755$445,000None
Avestar Capital, LLC2026-06-302026-07-3061,056$1,374,169None
STEPHENS INC /AR/2026-06-302026-07-3011,743$264,296None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3047,348$1,065,640None
Kestra Advisory Services, LLC2026-06-302026-07-29136,137$3,063,999None
Howard Capital Management, LLC2026-06-302026-07-29112,478$2,531,517None
PRIVATE TRUST CO NA2026-06-302026-07-296,917$155,679None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Equitable Holdings, Inc. ↗CENTAURUS FINANCIAL, INC. ↗Ameritas Advisory Services, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗AMERIPRISE FINANCIAL INC ↗ROYAL BANK OF CANADA ↗RAYMOND JAMES FINANCIAL INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.