13F Insight
DOSSIER · 13F Holders · Q2 2026
HYZD

WISDOMTREE TR

65 institutions still hold WISDOMTREE TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W430·65 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$164M
visible holders
Holders
65
filers reporting
Concentration
23.87%
UBS Group AG #1
top holder share
AI Holders Summary · Q2 2026

65 institutions reported HYZD in Q2 2026. UBS Group AG leads at 23.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$39M1.7M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$39M1.7M0.01%Q2 202603
MORGAN STANLEY
CIK 0000895421
$16M698K0.00%Q2 202604
Integrated Wealth Concepts LLC
CIK 0001737109
$8M371K0.04%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M339K0.00%Q2 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M321K0.00%Q2 202607
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$6M289K0.35%Q2 202608
Systelligence, LLC
CIK 0001882691
$6M282K1.06%Q2 202609
Cetera Investment Advisers
CIK 0001666741
$4M188K0.00%Q2 202610
Savvy Advisors, Inc.
CIK 0002003633
$4M181K0.09%Q2 202611
VICUS CAPITAL
CIK 0001544806
$4M169K0.25%Q2 202612
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M171K0.00%Q1 202613
FIG FINANCIAL ADVISORY SERVICES INC /ADV
CIK 0000753967
$3M147K1.94%Q2 202614
Kestra Advisory Services, LLC
CIK 0001830819
$3M136K0.01%Q2 202615
Howard Capital Management Inc.
CIK 0001733173
$3M112K0.03%Q2 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M107K0.00%Q2 202617
COLUMBIA ADVISORY PARTNERS LLC
CIK 0001808179
$2M89K1.10%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M79K0.00%Q2 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$2M71K0.00%Q2 202620
Prospera Financial Services Inc
CIK 0001541625
$2M71K0.02%Q2 2026
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