HYZD

Wisdomtree Interest Rate Hed$22.64 0.03%
UnclassifiedUSCUSIP 97717W430· EOD Aug 4, 2026◍ Confluence graph
Tracked 13F Holders
52
-34 QoQ
13F Value (tracked)
$152.2M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)10 adding · 5 trimming
Insider net (180d)$0

Price & smart-money activity

$22.64 0.03%5Y +2.5%
$19.63$20.45$21.28$22.10$22.9220212022202320242025202627555755259447836648657285811268668910854
Hover for who · click for detailEnd-of-day closing prices52w $22.01 – $22.76

Who owns HYZD?

52 tracked 13F filers

52 tracked 13F filers disclose a position in HYZD as of the latest SEC 13F filings, a combined $152.2M in reported value. 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.

#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
5B. Riley Wealth Advisors, Inc.
$6.5M
289K
+6.0%
Added · +16K sh
Q2 2026
6Systelligence, LLC
$6.3M
282K
−21%
Reduced · −73K sh
Q2 2026
7AMERIPRISE FINANCIAL INC
$4.8M
219K
+71%
Added · +91K sh
Q1 2026
8Cetera Investment Advisers
$4.2M
191K
+24%
Added · +38K sh
Q1 2026
9JANE STREET GROUP, LLC
$3.8M
171K
+895%
Added · +154K sh
Q1 2026
10Integrated Wealth Concepts LLC
$3.7M
170K
+6.5%
Added · +10K sh
Q1 2026
11Savvy Advisors, Inc.
$3.5M
160K
+12%
Added · +17K sh
Q1 2026
12Kestra Advisory Services, LLC
$3.1M
136K
−2.2%
Reduced · −3K sh
Q2 2026
13Howard Capital Management Inc.
$2.5M
112K
+9.3%
Added · +10K sh
Q2 2026
14Bank of New York Mellon Corp
$2.1M
97K
New
+97K sh
Q1 2026
15COLUMBIA ADVISORY PARTNERS LLC
$2.0M
89K
−1.1%
Reduced · −1K sh
Q2 2026
16OSAIC HOLDINGS, INC.
$1.6M
74K
+24%
Added · +14K sh
Q1 2026
17Prospera Financial Services Inc
$1.6M
71K
+2.5%
Added · +2K sh
Q2 2026
18RAYMOND JAMES FINANCIAL INC
$1.4M
65K
−1.5%
Reduced · −1K sh
Q1 2026
19Advisory Alpha, LLC
$1.4M
63K
+11%
Added · +6K sh
Q1 2026
20Avestar Capital, LLC
$1.4M
61K
+1.6%
Added · +972 sh
Q2 2026
21STIFEL FINANCIAL CORP
$1.3M
61K
+1.1%
Added · +666 sh
Q1 2026
22Elevation Capital Advisory, LLC
$1.3M
57K
New
+57K sh
Q2 2026
23MML INVESTORS SERVICES, LLC
$988K
45K
−66%
Reduced · −88K sh
Q1 2026
24NewEdge Advisors, LLC
$705K
32K
−2.4%
Reduced · −798 sh
Q1 2026
25GILPIN WEALTH MANAGEMENT, LLC
$641K
28K
Held
Q2 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.

Is HYZD being bought or sold by institutions?

Last quarter, 3 funds opened a new position in HYZD and 7 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
7
funds
Reduced
5
funds
Exited
0
funds

Funds that own HYZD also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN17 funds$16.3B
VANGUARD S&P 500 ETFVOO17 funds$864.8M
VANGUARD GROWTH ETFVUG17 funds$693.1M
VANGUARD DIVIDEND APPREC ETFVIG17 funds$524.8M
NVIDIA CORPNVDA16 funds$36.7B
APPLE INCAAPL16 funds$28.5B
MICROSOFT CORPMSFT16 funds$24.6B
ALPHABET INC-CL AGOOGL16 funds$13.7B
TESLA INCTSLA16 funds$7.7B
JOHNSON & JOHNSONJNJ16 funds$5.0B
BERKSHIRE HATHAWAY INC-CL BBRK/B16 funds$4.6B
COSTCO WHOLESALE CORPCOST16 funds$3.1B

Ranked by how many of HYZD's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

18 funds-21 since Q3 2024
02652Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $27.2M

Recent filings

0 shown

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

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Ask your agent what changed in HYZD

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/HYZD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for HYZD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

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.