Who owns HYZD?
WisdomTree Interest Rate Hedged High Yield Bond Fund · WisdomTree
58 institutions reported holding HYZD, worth $177.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HYZD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| UBS Group AG | Zurich, Switzerland | $39.1M | 1,738,524 | +158,613 shares |
| LPL Financial LLC | Fort Mill, SC | $38.9M | 1,726,486 | +89,885 shares |
| Morgan Stanley | New York, NY | $15.7M | 698,232 | +8,411 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $8.3M | 370,807 | +200,845 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $7.6M | 338,740 | +3,566 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $7.2M | 320,753 | +101,304 shares |
| B. Riley Wealth Advisors, Inc. | Memphis, TN | $6.5M | 288,985 | +16,275 shares |
| Systelligence, LLC | Bloomington, MN | $6.3M | 281,841 | −73,011 shares |
| Cetera Investment Advisers | Schaumburg, IL | $4.2M | 188,414 | −3,020 shares |
| Savvy Advisors, Inc. | New York, NY | $4.1M | 180,572 | +20,075 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns HYZD?
58 institutional managers reported holding HYZD in Form 13F filings for June 30, 2026, worth $177.5M in total. The largest reported position was held by UBS Group AG, at $39.1M.
Did institutions buy or sell HYZD last quarter?
Reported 13F value rose 13.1% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HYZD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.