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

Atria Wealth Solutions’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 Q2	$323K	Buy	14,401 +2,892	+25%	+$63.6K	0.01%	1117
2025 Q1	$252K	Buy	+11,509	New	+$257K	﹤0.01%	1583
2024 Q3	–	Sell	-16,110	Closed	-$352K	–	1973
2024 Q2	$352K	Buy	16,110 +4,491	+39%	+$98.7K	﹤0.01%	1415
2024 Q1	$256K	Buy	11,619 +1,865	+19%	+$40.7K	﹤0.01%	1666
2023 Q4	$211K	Buy	+9,754	New	+$207K	﹤0.01%	1741
2022 Q4	–	Sell	-13,025	Closed	-$262K	–	1836
2022 Q3	$262K	Buy	+13,025	New	+$269K	﹤0.01%	1383

Other funds holding HYZD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BRWA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atria Wealth Solutions's HYZD Position: Q2 2025 in Review

Atria Wealth Solutions increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 25% in Q2 2025, buying an estimated $63.6K and bringing the position to 14,401 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #1117.

Atria Wealth Solutions first reported a position in HYZD in Q3 2022 and has held it in 6 quarters since. The position peaked at $352K in Q2 2024. 54 funds tracked by Wall St. Rank hold HYZD as of Q2 2025.

Atria Wealth Solutions held 14,401 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $323K as of Q2 2025.
Atria Wealth Solutions bought 2,892 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2025, an estimated $63.6K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1117 holding.
Atria Wealth Solutions first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2022 and has held it in 6 quarters since.
Atria Wealth Solutions's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $352K in Q2 2024.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.