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 Q3	$16.7K	Buy	748 +11	+1%	+$249	﹤0.01%	2394
2026 Q2	$16.6K	Buy	737 +10	+1%	+$225	﹤0.01%	2291
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 $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Cedrus Wealth Group LLC Andover, Minnesota $129M AUM 13.93% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

AE Wealth Management's HYZD Position: Q3 2026 in Review

AE Wealth Management increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 1.5% in Q3 2026, buying an estimated $249 and bringing the position to 748 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

AE Wealth Management first reported a position in HYZD in Q2 2019 and has held it in 8 quarters since. The position peaked at $1.08M in Q4 2019. 56 funds tracked by Wall St. Rank hold HYZD as of Q3 2026.

AE Wealth Management held 748 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $16.7K as of Q3 2026.
AE Wealth Management bought 11 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2026, an estimated $249.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #2394 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 8 quarters since.
AE Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.08M in Q4 2019.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.