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

Alchemi Wealth’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 		– Sell
-16,578
Closed -$374K – 157
2025
Q4 		$374K Buy
+16,578
New +$373K 0.2% 103

Other funds holding HYZD

LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Alchemi Wealth's HYZD Position: Q1 2026 in Review

Alchemi Wealth sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2026, closing a stake of 16,578 shares — an estimated $374K sold.

Alchemi Wealth first reported a position in HYZD in Q4 2025 and held it in 1 quarter. The position peaked at $374K in Q4 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

  • Alchemi Wealth reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Alchemi Wealth sold 16,578 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $374K.
  • Alchemi Wealth first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2025 and held it in 1 quarter.
  • Alchemi Wealth's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $374K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Alchemi Wealth's 13F filing for Q1 2026, filed 7 May 2026.