HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqGM)

WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund
US ˙ NasdaqGM ˙ US97717W4309

Grundlæggende statistik
Institutionelle ejere 60 total, 60 long only, 0 short only, 0 long/short - change of 5,26% MRQ
Gennemsnitlig porteføljeallokering 0.0866 % - change of -74,68% MRQ
Institutionelle aktier (lange) 6.306.492 (ex 13D/G) - change of 0,56MM shares 9,65% MRQ
Institutionel værdi (lang) $ 142.307 USD ($1000)
Institutionelt ejerskab og aktionærer

WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund (US:HYZD) har 60 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 6,306,492 aktier. Største aktionærer omfatter UBS Group AG, LPL Financial LLC, Morgan Stanley, Envestnet Asset Management Inc, National Asset Management, Inc., Integrated Wealth Concepts LLC, Cetera Investment Advisers, Savvy Advisors, Inc., Mml Investors Services, Llc, and Ameriprise Financial Inc .

WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund (NasdaqGM:HYZD) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of March 17, 2026 is 22,30 / share. Previously, on March 18, 2025, the share price was 22,18 / share. This represents an increase of 0,55% over that period.

HYZD / WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

HYZD / WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-11 13F Jpmorgan Chase & Co 1.644 37
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 66.985 2,35 1.513 2,51
2026-02-05 13F Stephens Inc /ar/ 11.743 0,00 265 0,38
2026-02-17 13F Advisory Services Network, LLC 0 -100,00 0
2026-01-13 13F Moulton Wealth Management, Inc 12.702 1.842
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 12.514 6,41 0
2026-02-13 13F Wells Fargo & Company/mn 11.326 1.132.500,00 255
2026-01-23 13F Howard Capital Management Inc. 94.915 8,42 2.139 8,69
2026-02-12 13F Commonwealth Equity Services, Llc 21.179 8,27 477
2026-02-12 13F Front Row Advisors LLC 440 0,00 10 0,00
2026-02-11 13F Gilpin Wealth Management, Llc 28.475 642
2025-11-14 13F Old Mission Capital Llc 0 -100,00 0
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-13 13F McAdam, LLC 48.836 -2,88 1.100 -2,65
2026-02-18 13F GWM Advisors LLC 32.833 -7,29 740 -7,16
2026-02-17 13F Equitable Holdings, Inc. 20.339 -76,85 458 -76,81
2026-01-23 13F Optima Capital Llc 157 4
2026-01-26 13F Private Trust Co Na 6.917 15,05 156 14,81
2026-02-17 13F Ameriprise Financial Inc 128.646 69,82 2.898 70,47
2026-02-05 13F Duncan Williams Asset Management, LLC 23.387 -0,02 528 0,57
2026-02-13 13F National Bank Of Canada /fi/ 933 0,00 21 0,00
2026-02-10 13F Comprehensive Wealth Management, LLC 17.129 -11,91 386 -11,90
2026-01-26 13F Cwm, Llc 1.644 0
2026-02-12 13F Jane Street Group, Llc 17.240 -37,82 388 -37,72
2026-02-06 13F Empirical Asset Management, LLC 43.999 15,57 991 15,91
2026-02-03 13F McIlrath & Eck, LLC 207 0,00 5 0,00
2026-02-06 13F Global Retirement Partners, LLC 1.565 18,20 35 20,69
2026-02-11 13F LPL Financial LLC 1.481.490 28,16 33.379 28,44
2026-01-26 13F United Advisor Group, LLC 0 -100,00 0 -100,00
2025-11-05 13F Moloney Securities Asset Management, LLC 21.713 1,57 488 2,09
2026-02-10 13F Avestar Capital, LLC 60.298 7,09 1.359 7,35
2026-01-23 13F DHJJ Financial Advisors, Ltd. 1 0,00 0
2026-02-03 13F SBI Securities Co., Ltd. 799 0,50 18 5,88
2026-01-22 13F Vicus Capital 118.123 5,02 2.661 5,26
2026-01-26 13F AE Wealth Management LLC 716 -43,44 16 -42,86
2026-01-16 13F Oregon Pacific Wealth Management, LLC 20.165 -6,31 454 -6,00
2026-02-06 13F Pnc Financial Services Group, Inc. 887 0,00 20 0,00
2026-02-17 13F Cetera Investment Advisers 153.877 -0,30 3.467 -0,09
2025-11-06 13F Ameritas Advisory Services, LLC 0 -100,00 0 -100,00
2026-02-12 13F CIBC Private Wealth Group, LLC 0 -100,00 0
2026-02-17 13F National Asset Management, Inc. 267.613 -2,47 6.030 -2,25
2025-11-24 13F Cherry Tree Wealth Management, LLC 0 -100,00 0
2026-02-13 13F Stifel Financial Corp 60.223 4,09 1.357 4,31
2026-01-07 13F Melone Private Wealth, LLC 10.802 1,53 243 1,67
2026-02-13 13F Smartleaf Asset Management LLC 728 3,56 16 6,67
2026-02-13 13F Alchemi Wealth, LLC 16.578 374
2026-01-26 13F Elevation Capital Advisory, LLC 46.795 -79,81 1.054 -79,77
2026-02-13 13F Integrated Wealth Concepts LLC 159.503 3,90 3.594 4,11
2026-02-18 13F Garton & Associates Financial Advisors LLC 807 18
2026-02-17 13F Advisor Group Holdings, Inc. 59.877 0,48 1.349 0,82
2025-11-14 13F Bank Of America Corp /de/ 0 -100,00 0
2026-02-09 13F Prospera Financial Services Inc 70.356 -1,13 1.585 -0,88
2026-02-17 13F Raymond James Financial Inc 66.396 232,76 1.496 233,71
2026-02-17 13F Private Advisor Group, LLC 21.102 6,97 475 7,22
2026-01-29 13F UBS Group AG 1.517.433 9,52 34.189 9,77
2026-02-13 13F Morgan Stanley 710.290 -1,65 16.003 -1,43
2026-01-28 13F Geneos Wealth Management Inc. 9.188 3,96 207 4,55
2026-02-17 13F Fmr Llc 258 0,39 6 0,00
2026-02-06 13F Advisory Alpha, LLC 56.225 12,14 1.267 11,94
2026-02-17 13F Royal Bank Of Canada 1.384 -2,05 31 -3,12
2026-02-13 13F Mml Investors Services, Llc 132.566 50,21 2.987 50,58
2026-01-23 13F Valley National Advisers Inc 0 -100,00 0
2026-01-22 13F HHM Wealth Advisors, LLC 1.656 0,00 37 0,00
2026-01-29 13F Comerica Bank 8.058 1,17 182 1,12
2026-02-10 13F Envestnet Asset Management Inc 416.337 18,94 9.380 19,22
2026-02-17 13F Citadel Advisors Llc 9.719 219
2026-01-20 13F Savvy Advisors, Inc. 143.014 3.222
2026-02-10 13F Verus Capital Partners, Llc 11.516 -64,80 259 -64,76
2026-02-11 13F Janney Montgomery Scott LLC 44.244 1
2025-11-06 13F Wedbush Securities Inc 0 -100,00 0
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