HYZD

Wisdomtree Interest Rate Hed

+$11.2M

Net Activity

Institutions Holding

58

Popularity Rank

#5622

Avg Weight

0.08%

Total Value

$157.3M

Ownership Trend

58 institutions currently hold HYZD, with 33 net buyers and 23 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

23

Net Buying Institutions

33

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$36.0M
UG
UBS Group AG
$34.8M
MS
Morgan Stanley
$15.2M
SL
Systelligence, LLC
$7.8M
EA
Envestnet Asset Management INC
$7.4M

Top 5 by Conviction

SL
Systelligence, LLC
1.52%
CA
Columbia Advisory Partners LLC
1.26%
GW
Gilpin Wealth Management, LLC
0.50%
BR
B. Riley Wealth Advisors, Inc.
0.38%
EA
Empirical Asset Management, LLC
0.26%
View all 58 holding institutions

Quarterly Activity

Recent Activity

+$125.9M

Total Buy Value

$42.1M

Total Sell Value

New buy8
Trim15
Add25
Sold out8

33

Net Buyers

23

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WISDOMTREE INTEREST RATE HED (HYZD)?
Major stakeholders currently include LPL Financial LLC ($36.0M), UBS Group AG ($34.8M), Morgan Stanley ($15.2M). Based on the latest 13F filings, there are a total of 58 tracked investment funds and institutions maintaining positions in HYZD.
What is the overall institutional sentiment toward HYZD recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $11.2M, driven by 33 managers accumulating shares while 23 reduced their exposure.
Which institutions have been selling or reducing their HYZD positions?
In the latest period, 15 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $42.1M.
Are there any notable investors adding HYZD to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 25 existing holders added to their shares. The total reported buy value for the quarter amounted to $125.9M.

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