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Get Institutions for : 
Wisdomtree Bofa Merrill Lynch High Yield Bond Zero Duration Fund (HYZD)  
$22.03 0.05 (0.25%) as of 4:30 Thu 5/23


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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 : 
 $21.10  
Last Quarter's Ending Price : 
 $21.62  
Last Quarter's Average Price : 
 $21.27  
Change from last quarter's     
avg. price to the last closing  : 
0.75 (3.55%)  




 
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: 3-31-2022 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 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
   UBS Group AG 1013 - 2024-03-31 1,284,649 $28,301,000 146,223
   NATIONAL ASSET MANAGEMENT, INC. 22 - 2024-03-31 1,170,554 $24,722,000 448,492
   Kestra Advisory Services LLC 207 - 2024-03-31 687,065 $15,136,000 587,488
   ENVESTNET ASSET MANAGEMENT INC 1296 - 2024-03-31 656,218 $14,456,000 41,938
   AMERIPRISE FINANCIAL INC 1488 - 2024-03-31 646,151 $14,232,000 20,033
   MORGAN STANLEY 3236 - 2024-03-31 501,543 $11,049,000 -69,841
   LPL FINANCIAL CORP 1303 - 2024-03-31 467,057 $10,289,000 49,887
   Integrated Wealth Concepts LLC 468 - 2024-03-31 105,373 $2,321,000 38,691
   Equitable Holdings Inc. 431 - 2024-03-31 96,646 $2,129,000 1,884
   Advisor Group Holdings Inc. 1669 - 2024-03-31 93,735 $2,065,000 -23,405
   Avestar Capital LLC 89 - 2024-03-31 81,484 $1,795,000 51,688
   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
   COMMONWEALTH EQUITY SERVICES LLC. 2139 - 2024-03-31 50,791 $1,119,000 6,674
   KCS Wealth Advisory 61 - 2023-09-30 52,038 $1,099,000 -6,943
   Advisory Alpha LLC 148 - 2024-03-31 49,248 $1,085,000 1,351
   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
   Ameritas Advisory Services LLC 427 - 2024-03-31 37,275 $821,000 3,583
   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
   Howard Capital Management Inc. 56 *New 2024-03-31 25,592 $564,000 25,592
   STEPHENS INC /AR/ 877 - 2024-03-31 19,378 $427,000 5,064
   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
   RAYMOND JAMES & ASSOCIATES 3187 - 2024-03-31 17,498 $385,000 149
   OPPENHEIMER & CO INC 1162 - 2024-03-31 14,288 $315,000 4,404
   Smartleaf Asset Management LLC 252 - 2024-03-31 12,680 $275,000 -60,101
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2787 - 2024-03-31 11,975 $264,000 787
   Moloney Securities Asset Management LLC 360 - 2024-03-31 11,772 $259,000 1,515
   OLD MISSION CAPITAL LLC 727 - 2024-03-31 11,660 $257,000 -43,694
   Atria Wealth Solutions Inc. 1650 - 2024-03-31 11,619 $256,000 1,865
   Geneos Wealth Management Inc. 645 - 2024-03-31 11,436 $252,000 0
   EUDAIMONIA ADVISORS LLC 145 *New 2024-03-31 11,104 $245,000 11,104
   ROYAL BANK OF CANADA 4056 - 2024-03-31 10,045 $221,000 0
   Strategic Blueprint LLC 554 *New 2024-03-31 9,744 $215,000 9,744
   Melone Private Wealth LLC 47 - 2024-03-31 9,700 $214,000 138
   FINANCIAL NETWORK 2552 - 2024-03-31 9,405 $207,000 -1,570
   Retirement Group LLC 156 - 2024-03-31 4,975 $110,000 4,350
   M&R CAPITAL MANAGEMENT INC 235 - 2024-03-31 2,000 $44,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2185 - 2024-03-31 1,581 $35,000 0
   Cherry Tree Wealth Management LLC 281 - 2024-03-31 1,354 $30,000 0
   Front Row Advisors LLC 384 - 2024-03-31 1,100 $24,000 0
   NATIONAL BANK OF CANADA /FI/ 1831 - 2024-03-31 917 $20,000 0
   COMERICA BANK 3042 *New 2024-03-31 787 $17,000 787
   Atlantic Trust Group LLC 2406 *New 2024-03-31 300 $7,000 300
   Sugarloaf Wealth Management LLC 524 - 2024-03-31 292 $6,000 0
   Global Retirement Partners LLC 2422 - 2024-03-31 191 $4,000 2
   Ronald Blue Trust Inc. 1717 *New 2024-03-31 123 $3,000 123
   FMR LLC 4552 - 2024-03-31 88 $2,000 4
   Continuum Advisory LLC 1416 *New 2024-03-31 51 $1,000 51
   PROEQUITIES INC. 3418 - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6174 - 2024-03-31 1 $0 -3,524
   DHJJ Financial Advisors Ltd. 707 - 2024-03-31 1 $0 0
   BANK OF AMERICA CORP /DE/ 6791 *Closed 2024-03-31 0 $0 -3,956
   ADVISORY SERVICES NETWORK, LLC 3541 *Closed 2024-03-31 0 $0 -183
   INVENIO WEALTH PARTNERS LLC 107 *Closed 2024-03-31 0 $0 -9,985
   CWM LLC 4578 *Closed 2024-03-31 0 $0 -263
   H D Vest Advisory Services 1716 *Closed 2024-03-31 0 $0 -10,722
   Team Financial Group LLC 160 *Closed 2024-03-31 0 $0 -7,453
  64 Records found
  1    
  Page 1 of 1
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