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
2026 Q2	$34.4K	Buy	+1,530	New	+$34.5K	﹤0.01%	1307
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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Ameritas Advisory Services's HYZD Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2026: 1,530 shares worth $34.4K. The stake represents ﹤0.01% of the portfolio and ranks #1307 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in HYZD as recently as Q2 2025.

Ameritas Advisory Services first reported a position in HYZD in Q4 2021 and has held it in 13 quarters since. The position peaked at $821K in Q1 2024. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

Ameritas Advisory Services held 1,530 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $34.4K as of Q2 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund was a new Ameritas Advisory Services position in Q2 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1307 holding.
Ameritas Advisory Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2021 and has held it in 13 quarters since.
Ameritas Advisory Services's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $821K in Q1 2024.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.