§ EQUITY
USDHYZD
WISDOMTREE INTEREST RATE HED
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 1.6M | 0.0% | +10% |
| UBS Group AG | 1.6M | 0.0% | +4% |
| Morgan Stanley IM | 690K | 0.0% | −3% |
| Systelligence, LLC | 355K | 1.5% | n/a |
| ENVESTNET ASSET MANAGEMENT INC | 335K | 0.0% | −19% |
| B. Riley Wealth Advisors, Inc. | 273K | 0.4% | +2% |
◇ AC INTELLIGENCE
Top institutional owners for HYZD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER63.8% · 47 holders
DEALER / BANK33.1% · 9 holders
QUALITY / COMPOUNDER3.1% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for HYZD in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention HYZD yet.