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B. Riley Wealth Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

B. Riley Wealth Advisors’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 		$6.49M Buy
288,985
+16,275
+6% +$367K 0.35% 65
2026
Q1 		$6.01M Buy
272,710
+5,097
+2% +$115K 0.38% 66
2025
Q4 		$6.03M Sell
267,613
-6,774
-2% -$152K 0.28% 75
2025
Q3 		$6.17M Sell
274,387
-176,129
-39% -$3.95M 0.29% 70
2025
Q2 		$10.1M Buy
+450,516
New +$9.91M 0.47% 35
2024
Q4 		$13.1M Sell
591,228
-33,131
-5% -$741K 0.43% 41
2024
Q3 		$13.8M Sell
624,359
-129,939
-17% -$2.85M 0.38% 46
2024
Q2 		$16.5M Sell
754,298
-416,256
-36% -$9.15M 0.42% 39
2024
Q1 		$24.7M Buy
1,170,554
+448,492
+62% +$9.78M 0.67% 22
2023
Q4 		$15.6M Sell
722,062
-448,492
-38% -$9.54M 0.42% 40
2023
Q3 		$24.7M Buy
1,170,554
+436,683
+60% +$9.27M 0.67% 22
2023
Q2 		$15.4M Sell
733,871
-62,717
-8% -$1.29M 0.35% 57
2023
Q1 		$16.5M Sell
796,588
-16,326
-2% -$341K 0.44% 43
2022
Q4 		$16.8M Sell
812,914
-74,859
-8% -$1.56M 0.47% 43
2022
Q3 		$17.9M Buy
+887,773
New +$18.3M 0.54% 32
2020
Q1 		– Sell
-25,094
Closed -$582K – 841
2019
Q4 		$582K Buy
25,094
+2,627
+12% +$60.5K 0.05% 381
2019
Q3 		$517K Sell
22,467
-354
-2% -$8.21K 0.05% 398
2019
Q2 		$532K Buy
22,821
+133
+0.6% +$3.11K 0.06% 354
2019
Q1 		$528K Sell
22,688
-82
-0.4% -$1.91K 0.07% 324
2018
Q4 		$511K Buy
22,770
+273
+1% +$6.43K 0.07% 290
2018
Q3 		$545K Buy
22,497
+9,792
+77% +$236K 0.06% 327
2018
Q2 		$304K Buy
+12,705
New +$306K 0.04% 461

Other funds holding HYZD

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

B. Riley Wealth Advisors's HYZD Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 6% in Q2 2026, buying an estimated $367K and bringing the position to 288,985 shares worth $6.49M. The position accounts for 0.35% of the portfolio, ranked #65.

B. Riley Wealth Advisors first reported a position in HYZD in Q2 2018 and has held it in 22 quarters since. The position peaked at $24.7M in Q1 2024. 6 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • B. Riley Wealth Advisors held 288,985 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $6.49M as of Q2 2026.
  • B. Riley Wealth Advisors bought 16,275 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $367K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.35% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • B. Riley Wealth Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2018 and has held it in 22 quarters since.
  • B. Riley Wealth Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $24.7M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.