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

Advisory Services Network’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	–	Sell	-167	Closed	-$3.68K	–	3322
2026 Q1	$3.68K	Buy	+167	New	+$3.75K	﹤0.01%	3968
2025 Q4	–	Sell	-167	Closed	-$3.75K	–	2951
2025 Q3	$3.75K	Buy	+167	New	+$3.75K	﹤0.01%	3625
2024 Q1	–	Sell	-183	Closed	-$3.96K	–	2457
2023 Q4	$3.96K	Buy	+183	New	+$3.89K	﹤0.01%	3186
2023 Q2	–	Sell	-167	Closed	-$3.47K	–	2442
2023 Q1	$3.47K	Hold	167	–	–	﹤0.01%	3270
2022 Q4	$3.45K	Buy	+167	New	+$3.47K	﹤0.01%	3253
2021 Q3	–	Sell	-486	Closed	-$11K	–	2246
2021 Q2	$11K	Buy	+486	New	+$10.8K	﹤0.01%	2749
2021 Q1	–	Sell	-486	Closed	-$11K	–	2058
2020 Q4	$11K	Buy	486 +319	+191%	+$6.82K	﹤0.01%	2384
2020 Q3	$3K	Buy	+167	New	+$3.49K	﹤0.01%	2953
2020 Q2	–	Sell	-167	Closed	-$3K	–	1809
2020 Q1	$3K	Hold	167	–	–	﹤0.01%	2647
2019 Q4	$4K	Sell	167 -74	-31%	-$1.7K	﹤0.01%	2677
2019 Q3	$6K	Hold	241	–	–	﹤0.01%	2348
2019 Q2	$6K	Buy	241 +74	+44%	+$1.73K	﹤0.01%	2346
2019 Q1	$4K	Hold	167	–	–	﹤0.01%	2170
2018 Q4	$4K	Hold	167	–	–	﹤0.01%	2115
2018 Q3	$4K	Hold	167	–	–	﹤0.01%	2143
2018 Q2	$4K	Hold	167	–	–	﹤0.01%	2102
2018 Q1	$4K	Buy	+167	New	+$4.02K	﹤0.01%	2204

Other funds holding HYZD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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 Services Network's HYZD Position: Q2 2026 in Review

Advisory Services Network sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2026, closing a stake of 167 shares — an estimated $3.68K sold.

Advisory Services Network first reported a position in HYZD in Q1 2018 and held it in 17 quarters. The position peaked at $11K in Q2 2021. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

Advisory Services Network reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 167 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $3.68K.
Advisory Services Network first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2018 and held it in 17 quarters.
Advisory Services Network's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $11K in Q2 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 Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.