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
↓ -2
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — HYZD

Based on 57 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HYZD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
57 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.
🟡

Slight buying edge — 57% buying

32 buying24 selling
Last quarter: 32 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 8 → 10 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 23% medium ■ 14% new
36 out of 57 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 — ~8 new funds/quarter

4 → 9 → 8 → 10 → 8 new funds/Q
New funds entering each quarter: 9 → 8 → 10 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 18% newcomers

■ 68% veterans ■ 14% 1-2yr ■ 18% new
Entry-cohort mix of 57 holders: 39 (68%) are 2+ year veterans, 8 entered 1–2 years ago, and 10 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
13 of 57 holders are among the 100 largest funds by AUM, controlling 68% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 2026 Q1, 32 hedge funds were net buyers of HYZD (8 opened a new position, 24 added to an existing one), while 24 reduced or exited (14 trimmed, 10 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 68% of total institutional value in HYZD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 57.

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

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: HYZD
2026 Q2 Stats Unlock in 3 days 56 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 56 58 -3.45%
13F Shares 7M 6M 11.77%
Total Value $155M $146M 6.49%
New Positions 8 10 -2
Increased Positions 24 26 -2
Closed Positions 10 5 +5
Reduced Positions 13 15 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HYZD

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

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.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 HYZD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Columbia Advisory Partners LLC 1.10% 88,506 $2.0M
2 Systelligence, LLC 1.06% 281,841 $6.3M
3 Comprehensive Wealth Management, LLC 0.57% 55,067 $1.2M
4 Elevation Capital Advisory, LLC 0.50% 57,195 $1.3M
5 Gilpin Wealth Management, LLC 0.44% 28,475 $641K
6 B. Riley Wealth Advisors, Inc. 0.35% 288,985 $6.5M
7 Empirical Asset Management, LLC 0.25% 49,431 $1.1M
8 Vicus Capital 0.25% 169,198 $3.8M
9 Melone Private Wealth, LLC 0.10% 11,118 $250K
10 Savvy Advisors, Inc. 0.09% 180,572 $4.1M
11 Avestar Capital, LLC 0.08% 61,056 $1.4M
12 Duncan Williams Asset Management, LLC 0.08% 15,068 $339K
13 Verus Capital Partners, LLC 0.08% 33,513 $733K
14 Simplicity Wealth,LLC 0.04% 55,652 $1.3M
15 Integrated Wealth Concepts LLC 0.04% 370,807 $8.3M
16 Howard Capital Management, LLC 0.03% 112,478 $2.5M
17 Prospera Financial Services Inc 0.02% 71,450 $1.6M
18 Private Trust Co NA 0.01% 6,917 $156K
19 Kestra Advisory Services, LLC 0.01% 136,137 $3.1M
20 LPL Financial LLC 0.01% 1,726,486 $38.9M
21 Advisory Alpha, LLC 0.01% 14,685 $331K
22 UBS Group AG 0.00% 1,738,524 $39.1M
23 Geneos Wealth Management Inc. 0.00% 8,838 $199K
24 Cetera Investment Advisers 0.00% 188,414 $4.2M
25 HHM Wealth Advisors, LLC 0.00% 1,656 $37K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HYZD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HYZD?

Slight buying edge — 57% buying: Last quarter: 32 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HYZD holders?

Elite ownership — 68% AUM from top-100 funds: 13 of 57 holders are among the 100 largest funds by AUM, controlling 68% 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?

63% of holders stayed for 2+ years: 36 out of 57 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.

Full history →