AA
HYZD icon

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
Q2 		$331K Sell
14,685
-47,958
-77% -$1.08M 0.01% 458
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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Advisory Alpha's HYZD Position: Q2 2026 in Review

Advisory Alpha reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 77% in Q2 2026, selling an estimated $1.08M and leaving 14,685 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #458.

Advisory Alpha first reported a position in HYZD in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.13M in Q4 2021. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Advisory Alpha held 14,685 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $331K as of Q2 2026.
  • Advisory Alpha sold 47,958 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $1.08M.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #458 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 20 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 Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.