Ameriprise
HYZD icon

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

Ameriprise’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 		$4.83M Buy
219,449
+90,803
+71% +$2.04M ﹤0.01% 2454
2025
Q4 		$2.9M Buy
128,646
+52,892
+70% +$1.19M ﹤0.01% 2799
2025
Q3 		$1.7M Buy
75,754
+2,528
+3% +$56.8K ﹤0.01% 3094
2025
Q2 		$1.64M Sell
73,226
-179,373
-71% -$3.95M ﹤0.01% 3048
2025
Q1 		$5.53M Buy
252,599
+42,097
+20% +$941K ﹤0.01% 2242
2024
Q4 		$4.68M Buy
210,502
+24,568
+13% +$549K ﹤0.01% 2403
2024
Q3 		$4.12M Sell
185,934
-358,748
-66% -$7.87M ﹤0.01% 2505
2024
Q2 		$11.9M Sell
544,682
-101,469
-16% -$2.23M ﹤0.01% 1598
2024
Q1 		$14.2M Buy
646,151
+20,033
+3% +$437K ﹤0.01% 1508
2023
Q4 		$13.5M Sell
626,118
-58,980
-9% -$1.25M ﹤0.01% 1532
2023
Q3 		$14.5M Buy
685,098
+301,745
+79% +$6.4M ﹤0.01% 1436
2023
Q2 		$8.06M Sell
383,353
-13,751
-3% -$284K ﹤0.01% 1969
2023
Q1 		$8.25M Buy
397,104
+30,374
+8% +$634K ﹤0.01% 1924
2022
Q4 		$7.58M Buy
366,730
+6,353
+2% +$132K ﹤0.01% 1979
2022
Q3 		$7.32M Sell
360,377
-13,956
-4% -$288K ﹤0.01% 1943
2022
Q2 		$7.45M Buy
374,333
+18,777
+5% +$396K ﹤0.01% 1992
2022
Q1 		$7.79M Buy
355,556
+282,051
+384% +$6.14M ﹤0.01% 2108
2021
Q4 		$1.64M Buy
73,505
+14,262
+24% +$316K ﹤0.01% 3040
2021
Q3 		$1.32M Buy
59,243
+4,226
+8% +$93.8K ﹤0.01% 3040
2021
Q2 		$1.23M Buy
55,017
+3,749
+7% +$83K ﹤0.01% 3138
2021
Q1 		$1.14M Buy
51,268
+34,216
+201% +$753K ﹤0.01% 3092
2020
Q4 		$372K Buy
17,052
+2,370
+16% +$50.7K ﹤0.01% 3432
2020
Q3 		$305K Sell
14,682
-120,865
-89% -$2.52M ﹤0.01% 3421
2020
Q2 		$2.73M Sell
135,547
-61,593
-31% -$1.23M ﹤0.01% 2443
2020
Q1 		$3.64M Buy
197,140
+11,464
+6% +$251K ﹤0.01% 2118
2019
Q4 		$4.26M Buy
185,676
+5,086
+3% +$117K ﹤0.01% 2330
2019
Q3 		$4.15M Buy
180,590
+1,576
+0.9% +$36.5K ﹤0.01% 2309
2019
Q2 		$4.16M Buy
179,014
+144,634
+421% +$3.39M ﹤0.01% 2349
2019
Q1 		$798K Buy
34,380
+17,158
+100% +$400K ﹤0.01% 3119
2018
Q4 		$386K Sell
17,222
-5,902
-26% -$139K ﹤0.01% 3281
2018
Q3 		$560K Buy
23,124
+1,117
+5% +$26.9K ﹤0.01% 3261
2018
Q2 		$526K Buy
22,007
+7,067
+47% +$170K ﹤0.01% 3238
2018
Q1 		$357K Sell
14,940
-3,190
-18% -$76.8K ﹤0.01% 3316
2017
Q4 		$438K Sell
18,130
-596
-3% -$14.4K ﹤0.01% 3252
2017
Q3 		$452K Buy
18,726
+3,309
+21% +$79.6K ﹤0.01% 3256
2017
Q2 		$371K Sell
15,417
-1,848
-11% -$44.4K ﹤0.01% 3345
2017
Q1 		$413K Buy
+17,265
New +$414K ﹤0.01% 3243
2014
Q4 		– Sell
-1,000
Closed -$25K – 4029
2014
Q3 		$25K Buy
+1,000
New +$25K ﹤0.01% 4361

Other funds holding HYZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
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
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Ameriprise's HYZD Position: Q1 2026 in Review

Ameriprise increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 71% in Q1 2026, buying an estimated $2.04M and bringing the position to 219,449 shares worth $4.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2454.

Ameriprise first reported a position in HYZD in Q3 2014 and has held it in 38 quarters since. The position peaked at $14.5M in Q3 2023. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

  • Ameriprise held 219,449 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $4.83M as of Q1 2026.
  • Ameriprise bought 90,803 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $2.04M.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2454 holding.
  • Ameriprise first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2014 and has held it in 38 quarters since.
  • Ameriprise's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $14.5M in Q3 2023.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.