WISDOMTREE TR (HYZD): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

WISDOMTREE TR (HYZD)

56 + Investors. Track Smart Money conviction in HYZD. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — HYZD

Based on 56 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added HYZD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

56 hedge funds hold HYZD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q

+4 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 63% buying

34 buying20 selling

Last quarter: 34 funds were net buyers (10 opened a brand new position + 24 added to an existing one). Only 20 were sellers (15 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 8 → 8 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 16% medium ■ 23% new

34 out of 56 hedge funds have held HYZD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~10 new funds/quarter

10 → 4 → 8 → 8 → 10 new funds/Q

New funds entering each quarter: 4 → 8 → 8 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 11% 1-2yr ■ 25% new

Of 56 current holders: 36 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds

10 of 56 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in HYZD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	56	51	9.8%
13F Shares	6M	6M	11.96%
Total Value	$146M	$128M	13.42%
New Positions	10	8	+2
Increased Positions	24	16	+8
Closed Positions	5	6	-1
Reduced Positions	15	21	-6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

9.8%

13F Shares

11.96%

Total Value

$146M

$128M

13.42%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

56 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HYZD. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 20 institutional holders of HYZD — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Systelligence, LLC	1.52%	354,852	$7.8M
2	COLUMBIA ADVISORY PARTNERS LLC	1.26%	89,514	$2.0M
3	GILPIN WEALTH MANAGEMENT, LLC	0.50%	28,475	$627K
4	B. Riley Wealth Advisors, Inc.	0.38%	272,710	$6.0M
5	VICUS CAPITAL	0.21%	128,704	$2.8M
6	Melone Private Wealth, LLC	0.10%	10,957	$241K
7	JCSD Capital, LLC	0.07%	3,220	$71K
8	Prospera Financial Services Inc	0.02%	69,704	$1.5M
9	PRIVATE TRUST CO NA	0.01%	6,917	$152K
10	Kestra Advisory Services, LLC	0.01%	139,173	$3.1M
11	HHM Wealth Advisors, LLC	0.00%	1,656	$36K
12	STEPHENS INC /AR/	0.00%	11,743	$258K
13	Janney Montgomery Scott LLC	0.00%	48,738	$1K
14	Private Advisor Group, LLC	0.00%	16,598	$365K
15	Cambridge Investment Research Advisors, Inc.	0.00%	14,969	—
16	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	19,770	$435K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.00%	12,614	$282K
18	SBI Securities Co., Ltd.	0.00%	829	$18K
19	FIFTH THIRD BANCORP	0.00%	8,281	$182K
20	DHJJ Financial Advisors, Ltd.	0.00%	1	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — WISDOMTREE TR (HYZD)

What does the Smart Money Trend signal show for HYZD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HYZD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HYZD?

More buyers than sellers — 63% buying: Last quarter: 34 funds were net buyers (10 opened a brand new position + 24 added to an existing one). Only 20 were sellers (15 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HYZD holders?

Elite ownership — 66% AUM from top-100 funds: 10 of 56 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in HYZD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HYZD?

61% of holders stayed for 2+ years: 34 out of 56 hedge funds have held HYZD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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WISDOMTREE TR (HYZD)

Smart Money Signals — HYZD

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +8% more funds vs a year ago

More buyers than sellers — 63% buying

Steady new buyers — ~10 new funds per quarter

61% of holders stayed for 2+ years

Steady discovery — ~10 new funds/quarter

Deep conviction — 64% of holders stayed 2+ years

Elite ownership — 66% AUM from top-100 funds

Hedge Fund Ownership: HYZD

Market Analysis: HYZD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HYZD

Hedge Fund Positioning: HYZD

Statistics: HYZD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — WISDOMTREE TR (HYZD)

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