Form 13-F position report

WISDOMTREE TR INTEREST RATE HE

Reported by Empirical Asset Management LLC

ETF profile Manager portfolio Source filing
HYZD CUSIP 97717W430 Manager CIK 0001926596
Latest reported change

Reported 35,660 shares, up 431 (1.2%) from the prior quarter.

Reported value 3.5%; share count 1.2% vs. the prior quarter.

Added
% of reported 13F value 0.25% This manager · Q2 2025
Shares 35,660 Quarter-end amount reported
Reported value $798,341 Fair value at quarter end
Consecutive quarters held 15 Through Q2 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

19 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Added 49,431 +3,857 (8.5%) 0.25% $1,112,535 2026-08-10
Q1 2026 Added 45,574 +1,575 (3.6%) 0.26% $1,003,081 2026-05-11
Q4 2025 Added 43,999 +5,929 (15.6%) 0.28% $991,325 2026-02-06
Q3 2025 Added 38,070 +2,410 (6.8%) 0.24% $855,805 2025-11-12
Q2 2025 Added 35,660 +431 (1.2%) 0.25% $798,341 2025-07-29
Q1 2025 Added 35,229 +2,989 (9.3%) 0.26% $771,154 2025-05-12
Q4 2024 Added 32,240 +2,218 (7.4%) 0.24% $717,022 2025-01-15
Q3 2024 Reduced 30,022 -19,311 (-39.1%) 0.24% $664,684 2024-10-11
Q2 2024 Reduced 49,333 -7,355 (-13.0%) 0.41% $1,078,422 2024-08-12
Q1 2024 Reduced 56,688 -872 (-1.5%) 0.6% $1,248,834 2024-05-10
Q4 2023 Reduced 57,560 -2,473 (-4.1%) 1.02% $1,244,168 2024-01-12
Q3 2023 Reduced 60,033 -4,466 (-6.9%) 1.1% $1,267,895 2023-11-01
Q2 2023 Added 64,499 +2,771 (4.5%) 1.2% $1,355,762 2023-08-01
Q1 2023 Reduced 61,728 -52,545 (-46.0%) 1.23% $1,282,096 2023-04-18
Q4 2022 Reduced 114,273 -8,173 (-6.7%) 2.49% $2,362,018 2023-01-31
Q3 2022 Reduced 122,446 -2,460 (-2.0%) 2.69% $2,464,000 2022-10-19
Q2 2022 Added 124,906 +6,530 (5.5%) 2.62% $2,486,000 2022-07-18
Q1 2022 Added 118,376 +19,192 (19.3%) 2.47% $2,595,000 2022-05-06
Q4 2021 New 99,184 +99,184 (0.0%) 2.13% $2,209,000 2022-05-06
Institutional context

Who else reported the position

65 managers reported WISDOMTREE TR INTEREST RATE HE for Q2 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
UBS Group AG Added 1,391,370 +1,478 < 0.01% $31,148,601 43 qtrs
LPL Financial LLC Added 1,020,860 +3,719 < 0.01% $22,854,507 35 qtrs
MORGAN STANLEY Reduced 727,574 -12,725 < 0.01% $16,288,581 32 qtrs
B Riley Wealth Advisors Inc Reduced 450,516 -116,303 0.47% $10,085,923 12 qtrs
ENVESTNET ASSET MANAGEMENT INC Reduced 334,693 -158,175 < 0.01% $7,492,949 15 qtrs
Integrated Wealth Concepts LLC Added 147,849 +7,456 0.03% $3,309,968 13 qtrs
COMMONWEALTH EQUITY SERVICES LLC Added 124,716 +30,092 < 0.01% $2,792,000 15 qtrs
Equitable Holdings Inc Reduced 89,732 -63,308 0.02% $2,008,875 15 qtrs
ADVISOR GROUP HOLDINGS INC Reduced 87,273 -27,983 < 0.01% $1,953,687 22 qtrs
AMERIPRISE FINANCIAL INC Reduced 73,226 -179,373 < 0.01% $1,639,337 34 qtrs
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Filing details and methodology As reported
Report period
June 30, 2025
Filed
July 29, 2025
Filing type
13F-HR
Position type
HEDGED HI YLD BD

Voting authority reported

Sole
35,660
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.