HYZD — WISDOMTREE TR

Ownership history in Advisory Services Network, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WISDOMTREE TR (HYZD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 167 -16 -8.7% 0.00% $4K $21.94
2023 Q4 ADDED 183 +16 +9.6% 0.00% $4K $18.96
2023 Q1 UNCHANGED 167 — 0% 0.00% $3K $17.39
2022 Q4 REDUCED 167 -319 -65.6% 0.00% $3K $17.05
2021 Q2 UNCHANGED 486 — 0% 0.00% $11K $17.12
2020 Q4 ADDED 486 +319 +191.0% 0.00% $11K $16.43
2020 Q3 UNCHANGED 167 — 0% 0.00% $3K $15.45
2020 Q1 UNCHANGED 167 — 0% 0.00% $3K $13.53
2019 Q4 REDUCED 167 -74 -30.7% 0.00% $4K $16.53
2019 Q3 UNCHANGED 241 — 0% 0.00% $6K $16.19
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HYZD price (monthly, adj. close)

Other funds also holding HYZD

As of 2025 Q4 — sorted by position size

MOULTON WEALTH MANAGEMENT, INC 3Y 1.75% Oregon Pacific Wealth Management, LLC 0.47% Elevation Capital Advisory, LLC 0.43% Empirical Asset Management, LLC 3Y 0.28% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.28% Comprehensive Wealth Management, LLC 0.23% VICUS CAPITAL 3Y 7Y 0.2% Duncan Williams Asset Management, LLC 0.13% Savvy Advisors, Inc. 0.1% Melone Private Wealth, LLC 3Y 0.1%
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