AE Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

AE Wealth Management’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	$16K	Buy	727 +11	+2%	+$247	﹤0.01%	2191
2025 Q4	$16.1K	Sell	716 -550	-43%	-$12.4K	﹤0.01%	2069
2025 Q3	$28.5K	Buy	+1,266	New	+$28.4K	﹤0.01%	1828
2020 Q1	–	Sell	-46,744	Closed	-$1.08M	–	1189
2019 Q4	$1.08M	Buy	46,744 +211	+0.5%	+$4.86K	0.02%	516
2019 Q3	$1.07M	Buy	46,533 +1,247	+3%	+$28.9K	0.03%	430
2019 Q2	$1.06M	Buy	+45,286	New	+$1.06M	0.03%	399

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

AE Wealth Management's HYZD Position: Q1 2026 in Review

AE Wealth Management increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 1.5% in Q1 2026, buying an estimated $247 and bringing the position to 727 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

AE Wealth Management first reported a position in HYZD in Q2 2019 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2019. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

AE Wealth Management held 727 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $16K as of Q1 2026.
AE Wealth Management bought 11 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $247.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2191 holding.
AE Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2019 and has held it in 6 quarters since.
AE Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.08M in Q4 2019.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.