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 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

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 Services Network's HYZD Position: Q1 2026 in Review

Advisory Services Network opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2026: 167 shares worth $3.68K. The stake represents ﹤0.01% of the portfolio and ranks #3968 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in HYZD as recently as Q3 2025.

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

Advisory Services Network held 167 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $3.68K as of Q1 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund was a new Advisory Services Network position in Q1 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3968 holding.
Advisory Services Network first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2018 and has held it in 17 quarters since.
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 Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.