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Ameritas Advisory Services’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-2,342
Closed -$52.4K – 2487
2025
Q2 		$52.4K Buy
+2,342
New +$51.5K ﹤0.01% 1285
2024
Q4 		– Sell
-25,826
Closed -$572K – 899
2024
Q3 		$572K Sell
25,826
-11,545
-31% -$253K 0.02% 519
2024
Q2 		$817K Buy
37,371
+96
+0.3% +$2.11K 0.03% 462
2024
Q1 		$821K Buy
37,275
+3,583
+11% +$78.2K 0.03% 427
2023
Q4 		$728K Sell
33,692
-2,229
-6% -$47.4K 0.04% 351
2023
Q3 		$759K Buy
+35,921
New +$762K 0.04% 403
2023
Q2 		– Sell
-36,630
Closed -$758K – 1463
2023
Q1 		$758K Sell
36,630
-411
-1% -$8.57K 0.04% 373
2022
Q4 		$766K Buy
37,041
+3,240
+10% +$67.3K 0.04% 418
2022
Q3 		$680K Buy
33,801
+2,803
+9% +$57.9K 0.04% 364
2022
Q2 		$617K Buy
30,998
+4,074
+15% +$85.9K 0.04% 402
2022
Q1 		$590K Buy
26,924
+6,897
+34% +$150K 0.02% 460
2021
Q4 		$446K Buy
+20,027
New +$444K 0.02% 531

Other funds holding HYZD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ameritas Advisory Services's HYZD Position: Q3 2025 in Review

Ameritas Advisory Services sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2025, closing a stake of 2,342 shares — an estimated $52.4K sold.

Ameritas Advisory Services first reported a position in HYZD in Q4 2021 and held it in 12 quarters. The position peaked at $821K in Q1 2024. 55 funds tracked by Wall St. Rank hold HYZD as of Q3 2025.

  • Ameritas Advisory Services reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,342 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2025, an estimated $52.4K.
  • Ameritas Advisory Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2021 and held it in 12 quarters.
  • Ameritas Advisory Services's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $821K in Q1 2024.
  • 55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.