WisdomTree Interest Rate HED ETF (HYZD): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow HYZD for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 59

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$22.51

+2.3% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of HYZD (all 13F filers)

UBS Group1.7 MBank or trading desk+159 K
LPL Financial1.7 MWealth adviser+90 K
Morgan Stanley698 KBank or trading desk+8,411
Envestnet Asset Management339 KWealth adviser+3,566
Ameriprise Financial321 KWealth adviser+101 K
B. Riley Wealth Advisors289 KWealth adviser+16 K
Systelligence282 KType not verified−73 K
Cetera Investment Advisers188 KWealth adviser−3,020
Integrated Wealth Concepts185 KWealth adviser+15 K
Savvy Advisors181 KType not verified+20 K

Filer	Type
UBS Group	Bank or trading desk	1.7 M	+159 K	$39.1M
LPL Financial	Wealth adviser	1.7 M	+90 K	$38.9M
Morgan Stanley	Bank or trading desk	698 K	+8,411	$15.7M
Envestnet Asset Management	Wealth adviser	339 K	+3,566	$7.6M
Ameriprise Financial	Wealth adviser	321 K	+101 K	$7.2M
B. Riley Wealth Advisors	Wealth adviser	289 K	+16 K	$6.5M
Systelligence	Type not verified	282 K	−73 K	$6.3M
Cetera Investment Advisers	Wealth adviser	188 K	−3,020	$4.2M
Integrated Wealth Concepts	Wealth adviser	185 K	+15 K	$4.2M
Savvy Advisors	Type not verified	181 K	+20 K	$4.1M

UBS Group
Shares
1.7 M
Change
+159 K
See more
Type
Bank or trading desk
Value
$39.1M
LPL Financial
Shares
1.7 M
Change
+90 K
See more
Type
Wealth adviser
Value
$38.9M
Morgan Stanley
Shares
698 K
Change
+8,411
See more
Type
Bank or trading desk
Value
$15.7M
Envestnet Asset Management
Shares
339 K
Change
+3,566
See more
Type
Wealth adviser
Value
$7.6M
Ameriprise Financial
Shares
321 K
Change
+101 K
See more
Type
Wealth adviser
Value
$7.2M
B. Riley Wealth Advisors
Shares
289 K
Change
+16 K
See more
Type
Wealth adviser
Value
$6.5M
Systelligence
Shares
282 K
Change
−73 K
See more
Type
Type not verified
Value
$6.3M
Cetera Investment Advisers
Shares
188 K
Change
−3,020
See more
Type
Wealth adviser
Value
$4.2M
Integrated Wealth Concepts
Shares
185 K
Change
+15 K
See more
Type
Wealth adviser
Value
$4.2M
Savvy Advisors
Shares
181 K
Change
+20 K
See more
Type
Type not verified
Value
$4.1M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗