Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (HYZD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
63%

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.

Institutional Sentiment Summary — HYZD

In 2025 Q4, 34 hedge funds were net buyers of HYZD (10 opened a new position, 24 added to an existing one), while 20 reduced or exited (15 trimmed, 5 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 66% of total institutional value in HYZD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 56.

Hedge Fund Ownership: HYZD

How many hedge funds hold HYZD — quarterly history vs. share price
Quarterly hedge fund ownership of HYZD vs. share price

Market Analysis: HYZD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HYZD

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: HYZD
2026 Q1 Stats Unlock in 8 days 56 + Investors

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

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

Statistics: HYZD

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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.

Top 25 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 Empirical Asset Management, LLC 0.26% 45,574 $1.0M
6 VICUS CAPITAL 0.21% 128,704 $2.8M
7 Melone Private Wealth, LLC 0.10% 10,957 $241K
8 Duncan Williams Asset Management, LLC 0.10% 15,713 $346K
9 Savvy Advisors, Inc. 0.09% 160,497 $3.5M
10 JCSD Capital, LLC 0.07% 3,220 $71K
11 McAdam, LLC 0.05% 49,408 $1.1M
12 Howard Capital Management Inc. 0.04% 102,895 $2.3M
13 Prospera Financial Services Inc 0.02% 69,704 $1.5M
14 PRIVATE TRUST CO NA 0.01% 6,917 $152K
15 Kestra Advisory Services, LLC 0.01% 139,173 $3.1M
16 LPL Financial LLC 0.01% 1,636,601 $36.0M
17 UBS Group AG 0.01% 1,579,911 $34.8M
18 Geneos Wealth Management Inc. 0.00% 9,188 $202K
19 HHM Wealth Advisors, LLC 0.00% 1,656 $36K
20 STEPHENS INC /AR/ 0.00% 11,743 $258K
21 MML INVESTORS SERVICES, LLC 0.00% 44,897 $988K
22 Janney Montgomery Scott LLC 0.00% 48,738 $1K
23 ENVESTNET ASSET MANAGEMENT INC 0.00% 335,174 $7.4M
24 Private Advisor Group, LLC 0.00% 16,598 $365K
25 STIFEL FINANCIAL CORP 0.00% 60,889 $1.3M
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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.