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Get Institutions for : 
Wisdomtree Bofa Merrill Lynch High Yield Bond Zero Duration Fund (HYZD)  
$21.97 0.03 (0.13%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 55    1
Total shares held : 
 4,794,439  
% of shares held : 
 8.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 -110,490  
% of shares held change : 
   -0.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $21.61  
Last Quarter's Ending Price : 
 $22.03  
Last Quarter's Average Price : 
 $21.81  
Change from last quarter's     
avg. price to the last closing  : 
0.16 (0.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 110,146
 2.3%
 
Increased Positions :
15
 364,030
 7.59%
 
Unchanged Positions :
13
 122,611
 2.56%
 
Decreased Positions :
20
-509,367
-10.62%
 
Closed Positions :
6
-75,299
-1.57%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 3236 - 2024-03-31 501,543 $11,049,000 -69,841
   Advisor Group Holdings Inc. 1669 - 2024-03-31 93,735 $2,065,000 -23,405
   McAdam LLC 90 - 2024-03-31 77,431 $1,706,000 -2,183
   JANE STREET GROUP LLC 2593 - 2024-03-31 67,558 $1,488,000 -52,756
   Empirical Asset Management LLC 40 - 2024-03-31 56,688 $1,249,000 -872
   KCS Wealth Advisory 61 - 2023-09-30 52,038 $1,099,000 -6,943
   MML INVESTORS SERVICES LLC 1482 - 2024-03-31 39,738 $875,000 -1,837
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2137 - 2024-03-31 39,319 $866,000 -1,019
   Private Advisor Group LLC 1240 - 2024-03-31 38,259 $843,000 -55,505
   VERUS CAPITAL PARTNERS LLC 142 - 2024-03-31 33,238 $732,000 -831
   MULTIFINANCIAL SECURITIES CORP 1467 - 2024-03-31 27,844 $613,000 -5,826
   VISTA INVESTMENT MANAGEMENT 109 - 2024-03-31 27,582 $608,000 -4,849
   STIFEL FINANCIAL CORP 2709 - 2024-03-31 19,006 $419,000 -1,441
   HCR Wealth Advisors 148 - 2024-03-31 18,000 $397,000 -3,000
   Stratos Wealth Partners LTD. 982 - 2024-03-31 17,551 $387,000 -13,936
   Smartleaf Asset Management LLC 252 - 2024-03-31 12,680 $275,000 -60,101
   OLD MISSION CAPITAL LLC 727 - 2024-03-31 11,660 $257,000 -43,694
   FINANCIAL NETWORK 2552 - 2024-03-31 9,405 $207,000 -1,570
   WELLS FARGO & CO/MN 6174 - 2024-03-31 1 $0 -3,524
  19 Records found
  1    
  Page 1 of 1
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