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HYZDHYZD
Showing 8 of 17 quarters

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

Yes. Integrated Wealth Concepts holds 185,404 shares of HYZD, worth $4.2M, as of its Q2 2026 13F filing. It increased the position by 15,442 shares (+9.1%) from Q1 2026. Integrated Wealth Concepts has held HYZD since Q2 2022, across 17 quarterly 13F filings.

Current Value

$4.2M

Current Shares

185,404

Total Value Change

+$1.4M

Total Shares Change

+60,247

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
185,404
+9.1%
$4.2M0.0%$22.07
29
2026-Q1
Increased
169,962
+6.6%
$3.7M0.0%$21.27
28
2025-Q4
Increased
159,503
+3.9%
$3.6M0.0%$21.47
28
2025-Q3
Increased
153,518
+3.8%
$3.5M0.0%$21.09
28
2025-Q2
Increased
147,849
+5.3%
$3.3M0.0%$20.70
28
2025-Q1
Increased
140,393
+2.7%
$3.1M0.0%$19.92
27
2024-Q4
Increased
136,664
+9.2%
$3M0.0%$19.94
29
2024-Q3
Increased
125,157
+5.6%
$2.8M0.0%$19.53
28

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

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