Back to IW Integrated Wealth Concepts LLC

HYZDHYZD
Showing 8 of 17 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in WISDOMTREE TR

Integrated Wealth Concepts LLC holds 370,807 shares of HYZD (WISDOMTREE TR), worth $8.3M as of 2026-Q2. The position was increased (+118.2% shares). HYZD represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$8.3M

Current Shares

370,807

Total Value Change

+$5.6M

Total Shares Change

+245,650

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
370,807
+118.2%
$8.3M0.0%$22.40
44
2026-Q1
Increased
169,962
+6.6%
$3.7M0.0%$21.58
28
2025-Q4
Increased
159,503
+3.9%
$3.6M0.0%$21.78
28
2025-Q3
Increased
153,518
+3.8%
$3.5M0.0%$21.40
28
2025-Q2
Increased
147,849
+5.3%
$3.3M0.0%$21.00
28
2025-Q1
Increased
140,393
+2.7%
$3.1M0.0%$20.21
27
2024-Q4
Increased
136,664
+9.2%
$3M0.0%$20.23
29
2024-Q3
Increased
125,157
+5.6%
$2.8M0.0%$19.82
28

Other major holders of HYZD: UBS Group AG, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used