Howard Capital Management, LLC HYZD — WISDOMTREE TR

Ownership history in Howard Capital Management, LLC  ·  10 quarters on record

AI Ownership Summary

Howard Capital Management, LLC reported WISDOMTREE TR (HYZD) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.06% in 2024 Q2. The latest visible filing shows HYZD at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HYZD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Howard Capital Management, LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HYZD was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HYZD stock page Howard Capital Management, LLC fund profile Howard Capital Management, LLC full holdings
How Howard Capital Management, LLC held HYZD — position size vs. price
% of Fund (quarterly)    HYZD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 112,478 +9,583 +9.3% 0.03% $2.5M 2026-07-28 $22.49
2026 Q1 ADDED — — — 102,895 +7,980 +8.4% 0.04% $2.3M 2026-05-05 $22.22
2025 Q4 ADDED — — — 94,915 +7,375 +8.4% 0.03% $2.1M 2026-01-23 $21.93
2025 Q3 ADDED — — — 87,540 +49,186 +128.2% 0.03% $2.0M 2025-11-04 $21.46
2025 Q2 ADDED — — — 38,354 +1,908 +5.2% 0.01% $859K 2025-08-01 $20.98
2025 Q1 ADDED — — — 36,446 +1,754 +5.1% 0.02% $798K 2025-05-08 $20.31
2024 Q4 REDUCED — — — 34,692 -7 -0.0% 0.01% $772K 2025-02-04 $20.59
2024 Q3 ADDED — — — 34,699 +5,644 +19.4% 0.01% $768K 2024-11-12 $20.30
2024 Q2 ADDED — — — 29,055 +3,463 +13.5% 0.06% $635K 2024-08-05 $18.97
2024 Q1 INITIATED — — — 25,592 — — 0.06% $564K 2024-05-06 $19.29

🏢 Other funds also holding HYZD

As of 2026 Q2 — sorted by position size

COLUMBIA ADVISORY PARTNERS LLC 3Y 1.1% Systelligence, LLC 3Y 1.06% Elevation Capital Advisory, LLC 3Y 0.5% GILPIN WEALTH MANAGEMENT, LLC 0.44% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.35% Melone Private Wealth, LLC 3Y 0.1% Duncan Williams Asset Management, LLC 0.08% Prospera Financial Services Inc 3Y 7Y 0.02% PRIVATE TRUST CO NA 3Y 7Y 0.01% Kestra Advisory Services, LLC 3Y 0.01%

FAQ About Howard Capital Management, LLC and HYZD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Howard Capital Management, LLC reported owning HYZD?

Howard Capital Management, LLC reported HYZD across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported HYZD position in Howard Capital Management, LLC's portfolio?

The largest reported portfolio weight for HYZD was 0.06% in 2024 Q2.

What is the latest reported HYZD position on this page?

The most recent filing on this page is 2026 Q2, when Howard Capital Management, LLC reported 112,478 shares, equal to 0.03% of portfolio, with an estimated market value of $2.5M.

What does the chart on this HYZD ownership page compare?

The chart compares Howard Capital Management, LLC's quarterly HYZD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Howard Capital Management, LLC time their HYZD position?

Based on 13F filing dates vs. subsequent HYZD price moves, Howard Capital Management, LLC correctly timed 8 out of 9 reported position changes (89%). The annualised alpha on HYZD relative to SPY over the holding period was -9.7%.

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