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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
Q2 		$1.37M Buy
61,056
+972
+2% +$21.9K 0.08% 184
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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
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

Avestar Capital's HYZD Position: Q2 2026 in Review

Avestar Capital increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 1.6% in Q2 2026, buying an estimated $21.9K and bringing the position to 61,056 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #184.

Avestar Capital first reported a position in HYZD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.8M in Q1 2024. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Avestar Capital held 61,056 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.37M as of Q2 2026.
  • Avestar Capital bought 972 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $21.9K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.08% of Avestar Capital's portfolio in Q2 2026, its #184 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 15 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 Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.