Advisory Alpha’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Advisory Alpha’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 Q1	$1.38M	Buy	62,643 +6,418	+11%	+$144K	0.04%	155
2025 Q4	$1.27M	Buy	56,225 +6,085	+12%	+$137K	0.03%	166
2025 Q3	$1.13M	Buy	50,140 +3,490	+7%	+$78.4K	0.03%	165
2025 Q2	$1.04M	Buy	46,650 +1,078	+2%	+$23.7K	0.03%	162
2025 Q1	$998K	Buy	45,572 +2,891	+7%	+$64.7K	0.03%	160
2024 Q4	$949K	Buy	42,681 +1,827	+4%	+$40.8K	0.03%	158
2024 Q3	$905K	Sell	40,854 -4,686	-10%	-$103K	0.03%	158
2024 Q2	$996K	Sell	45,540 -3,708	-8%	-$81.5K	0.04%	151
2024 Q1	$1.08M	Buy	49,248 +1,351	+3%	+$29.5K	0.04%	148
2023 Q4	$1.04M	Sell	47,897 -2,007	-4%	-$42.7K	0.05%	139
2023 Q3	$1.05M	Buy	49,904 +214	+0.4%	+$4.54K	0.05%	131
2023 Q2	$1.04M	Sell	49,690 -2,642	-5%	-$54.5K	0.05%	151
2023 Q1	$1.09M	Sell	52,332 -571	-1%	-$11.9K	0.07%	113
2022 Q4	$1.09M	Buy	52,903 +1,257	+2%	+$26.1K	0.08%	97
2022 Q3	$1.04M	Sell	51,646 -5,644	-10%	-$117K	0.08%	99
2022 Q2	$1.14M	Buy	57,290 +6,482	+13%	+$137K	0.09%	86
2022 Q1	$1.11M	Sell	50,808 -134,523	-73%	-$2.93M	0.07%	106
2021 Q4	$4.13M	Buy	185,331 +141,092	+319%	+$3.13M	0.24%	48
2021 Q3	$983K	Buy	+44,239	New	+$982K	0.07%	113

Other funds holding HYZD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Advisory Alpha's HYZD Position: Q1 2026 in Review

Advisory Alpha increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 11% in Q1 2026, buying an estimated $144K and bringing the position to 62,643 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #155.

Advisory Alpha first reported a position in HYZD in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.13M in Q4 2021. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

Advisory Alpha held 62,643 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.38M as of Q1 2026.
Advisory Alpha bought 6,418 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $144K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.04% of Advisory Alpha's portfolio in Q1 2026, its #155 holding.
Advisory Alpha first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2021 and has held it in 19 quarters since.
Advisory Alpha's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $4.13M in Q4 2021.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.