HYZD

Wisdomtree Interest Rate Hed$22.56 0.31%
UnclassifiedUSCUSIP 97717W430· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
42
+3 QoQ
13F Value (tracked)
$133.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)8 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$22.56 0.31%5Y +1.6%
$19.67$20.50$21.33$22.16$22.99202120222023202420252026452754575324105573563765728568265466583
Hover for who · click for detailEnd-of-day closing prices52w $22.01 – $22.76
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Use HYZD data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns HYZD

This stock page is the Follow view. The Build view lets your agent query HYZD owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/HYZD"
Ask your agent
Use Arkolith to show who owns HYZD,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

42 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$36.0M
1.6M
+10%
Added · +155K sh
Q1 2026
2UBS Group AG
$34.8M
1.6M
+4.1%
Added · +62K sh
Q1 2026
3MORGAN STANLEY
$15.2M
690K
−2.9%
Reduced · −20K sh
Q1 2026
4ENVESTNET ASSET MANAGEMENT INC
$7.4M
335K
−19%
Reduced · −81K sh
Q1 2026
5AMERIPRISE FINANCIAL INC
$4.8M
219K
+71%
Added · +91K sh
Q1 2026
6Cetera Investment Advisers
$4.2M
191K
+24%
Added · +38K sh
Q1 2026
7JANE STREET GROUP, LLC
$3.8M
171K
+895%
Added · +154K sh
Q1 2026
8Integrated Wealth Concepts LLC
$3.7M
170K
+6.5%
Added · +10K sh
Q1 2026
9Savvy Advisors, Inc.
$3.5M
160K
+12%
Added · +17K sh
Q1 2026
10Kestra Advisory Services, LLC
$3.1M
139K
+7.3%
Added · +9K sh
Q1 2026
11Howard Capital Management Inc.
$2.3M
103K
+8.4%
Added · +8K sh
Q1 2026
12Bank of New York Mellon Corp
$2.1M
97K
New
+97K sh
Q1 2026
13OSAIC HOLDINGS, INC.
$1.6M
74K
+24%
Added · +14K sh
Q1 2026
14Prospera Financial Services Inc
$1.5M
70K
−0.9%
Reduced · −652 sh
Q1 2026
15RAYMOND JAMES FINANCIAL INC
$1.4M
65K
−1.5%
Reduced · −1K sh
Q1 2026
16Advisory Alpha, LLC
$1.4M
63K
+11%
Added · +6K sh
Q1 2026
17STIFEL FINANCIAL CORP
$1.3M
61K
+1.1%
Added · +666 sh
Q1 2026
18McAdam, LLC
$1.1M
49K
+1.2%
Added · +572 sh
Q1 2026
19MML INVESTORS SERVICES, LLC
$988K
45K
−66%
Reduced · −88K sh
Q1 2026
20NewEdge Advisors, LLC
$705K
32K
−2.4%
Reduced · −798 sh
Q1 2026
21COMMONWEALTH EQUITY SERVICES, LLC
$435K
20K
−6.7%
Reduced · −1K sh
Q1 2026
22Equitable Holdings, Inc.
$387K
17K
−16%
Reduced · −3K sh
Q1 2026
23Private Advisor Group, LLC
$365K
17K
−21%
Reduced · −5K sh
Q1 2026
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$282K
13K
−81%
Reduced · −54K sh
Q1 2026
25STEPHENS INC /AR/
$258K
12K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
6
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

42 funds+8 since Q2 2022
02142Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $133.9M

Funds that own HYZD also own

CompanyCo-held byCombined value
APPLE INCAAPL16 funds$4.9B
NVIDIA CORPNVDA16 funds$4.2B
MICROSOFT CORPMSFT16 funds$3.8B
AMAZON.COM INCAMZN16 funds$3.0B
SS SPDR S&P 500 ETF TRUST-USSPY16 funds$2.8B
ALPHABET INC-CL AGOOGL16 funds$2.4B
ISHARES CORE U.S. AGGREGATEAGG16 funds$2.2B
VANGUARD GROWTH ETFVUG16 funds$1.9B
JPMORGAN CHASE & COJPM16 funds$1.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B16 funds$1.8B
ALPHABET INC-CL CGOOG16 funds$1.5B
WALMART INCWMT16 funds$1.5B

Ranked by how many of HYZD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HYZD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.