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

Avestar Capital’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	$1.32M	Sell	60,084 -214	-0.4%	-$4.81K	0.08%	179
2025 Q4	$1.36M	Buy	60,298 +3,990	+7%	+$89.7K	0.09%	176
2025 Q3	$1.27M	Buy	56,308 +1,247	+2%	+$28K	0.08%	182
2025 Q2	$1.23M	Sell	55,061 -7,381	-12%	-$162K	0.08%	173
2025 Q1	$1.37M	Buy	62,442 +1,890	+3%	+$42.3K	0.12%	146
2024 Q4	$1.35M	Sell	60,552 -7,132	-11%	-$159K	0.11%	142
2024 Q3	$1.5M	Sell	67,684 -8,738	-11%	-$192K	0.15%	111
2024 Q2	$1.67M	Sell	76,422 -5,062	-6%	-$111K	0.17%	104
2024 Q1	$1.8M	Buy	81,484 +51,688	+173%	+$1.13M	0.19%	107
2023 Q4	$644K	Buy	29,796 +5,771	+24%	+$123K	0.07%	168
2023 Q3	$507K	Sell	24,025 -7,511	-24%	-$159K	0.07%	166
2023 Q2	$663K	Buy	31,536 +607	+2%	+$12.5K	0.11%	115
2023 Q1	$642K	Sell	30,929 -1,952	-6%	-$40.7K	0.11%	117
2022 Q4	$680K	Buy	+32,881	New	+$683K	0.12%	113

Other funds holding HYZD

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

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Avestar Capital's HYZD Position: Q1 2026 in Review

Avestar Capital reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 0.35% in Q1 2026, selling an estimated $4.81K and leaving 60,084 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #179.

Avestar Capital first reported a position in HYZD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.8M in Q1 2024. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

Avestar Capital held 60,084 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.32M as of Q1 2026.
Avestar Capital sold 214 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $4.81K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.08% of Avestar Capital's portfolio in Q1 2026, its #179 holding.
Avestar Capital first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2022 and has held it in 14 quarters since.
Avestar Capital's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.8M in Q1 2024.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.