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Get Institutions for : 
Wisdomtree Bofa Merrill Lynch High Yield Bond Zero Duration Fund (HYZD)  
$21.97 0.06 (0.27%) as of 4:30 Fri 5/24


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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  : 
0.70 (3.27%)  




 
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
   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
   Avestar Capital LLC 89 - 2024-03-31 81,484 $1,795,000 51,688
   COMMONWEALTH EQUITY SERVICES LLC. 2139 - 2024-03-31 50,791 $1,119,000 6,674
   Advisory Alpha LLC 148 - 2024-03-31 49,248 $1,085,000 1,351
   Ameritas Advisory Services LLC 427 - 2024-03-31 37,275 $821,000 3,583
   STEPHENS INC /AR/ 877 - 2024-03-31 19,378 $427,000 5,064
   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
   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
   Atria Wealth Solutions Inc. 1650 - 2024-03-31 11,619 $256,000 1,865
   Melone Private Wealth LLC 47 - 2024-03-31 9,700 $214,000 138
   Retirement Group LLC 156 - 2024-03-31 4,975 $110,000 4,350
   Global Retirement Partners LLC 2422 - 2024-03-31 191 $4,000 2
   FMR LLC 4552 - 2024-03-31 88 $2,000 4
  22 Records found
  1    
  Page 1 of 1
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