FFASIA
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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio HYZD Stock Details HYZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.31M Buy
+146,850
New +$3.31M 1.94% 9

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SAI
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VC
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KAS
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HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
CAP
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's HYZD Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2026: 146,850 shares worth $3.31M. The stake represents 1.94% of the portfolio and ranks #9 among its holdings.

36 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV held 146,850 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $3.31M as of Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund was a new FIG FINANCIAL ADVISORY SERVICES INC /ADV position in Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 1.94% of FIG FINANCIAL ADVISORY SERVICES INC /ADV's portfolio in Q2 2026, its #9 holding.
  • 36 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.