Bank of America
HYZD icon

Bank of America’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Bank of America’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
Q3 		– Sell
-435
Closed -$9.74K – 8496
2025
Q2 		$9.74K Buy
+435
New +$9.57K ﹤0.01% 7199
2024
Q1 		– Sell
-3,956
Closed -$85.5K – 7931
2023
Q4 		$85.5K Sell
3,956
-176
-4% -$3.74K ﹤0.01% 6433
2023
Q3 		$87.3K Hold
4,132
– – ﹤0.01% 6308
2023
Q2 		$86.9K Hold
4,132
– – ﹤0.01% 6258
2023
Q1 		$85.8K Sell
4,132
-94,746
-96% -$1.98M ﹤0.01% 6305
2022
Q4 		$2.04M Sell
98,878
-2,737
-3% -$56.9K ﹤0.01% 4230
2022
Q3 		$2.04M Sell
101,615
-2,484
-2% -$51.3K ﹤0.01% 4258
2022
Q2 		$2.07M Sell
104,099
-2,455
-2% -$51.8K ﹤0.01% 4269
2022
Q1 		$2.34M Sell
106,554
-1,505
-1% -$32.7K ﹤0.01% 4438
2021
Q4 		$2.41M Buy
108,059
+3,063
+3% +$67.9K ﹤0.01% 4370
2021
Q3 		$2.33M Buy
104,996
+1,049
+1% +$23.3K ﹤0.01% 4290
2021
Q2 		$2.31M Buy
103,947
+1,249
+1% +$27.7K ﹤0.01% 4208
2021
Q1 		$2.27M Sell
102,698
-4,681
-4% -$103K ﹤0.01% 4154
2020
Q4 		$2.34M Sell
107,379
-72,837
-40% -$1.56M ﹤0.01% 3807
2020
Q3 		$3.74M Buy
180,216
+4,656
+3% +$97.2K ﹤0.01% 3171
2020
Q2 		$3.54M Sell
175,560
-21,226
-11% -$425K ﹤0.01% 3164
2020
Q1 		$3.67M Buy
196,786
+38,650
+24% +$846K ﹤0.01% 2955
2019
Q4 		$3.66M Buy
158,136
+4,499
+3% +$104K ﹤0.01% 3521
2019
Q3 		$3.54M Buy
153,637
+29,041
+23% +$673K ﹤0.01% 3537
2019
Q2 		$2.9M Sell
124,596
-11,010
-8% -$258K ﹤0.01% 3724
2019
Q1 		$3.15M Sell
135,606
-21,918
-14% -$510K ﹤0.01% 3608
2018
Q4 		$3.53M Sell
157,524
-35,472
-18% -$836K ﹤0.01% 3334
2018
Q3 		$4.67M Sell
192,996
-217,999
-53% -$5.25M ﹤0.01% 3238
2018
Q2 		$9.83M Buy
410,995
+336,040
+448% +$8.09M ﹤0.01% 2492
2018
Q1 		$1.79M Buy
74,955
+4,296
+6% +$103K ﹤0.01% 3963
2017
Q4 		$1.71M Buy
70,659
+2,657
+4% +$64.2K ﹤0.01% 4092
2017
Q3 		$1.64M Sell
68,002
-350
-0.5% -$8.42K ﹤0.01% 4142
2017
Q2 		$1.64M Buy
68,352
+1,980
+3% +$47.6K ﹤0.01% 4060
2017
Q1 		$1.59M Buy
66,372
+53,648
+422% +$1.29M ﹤0.01% 4074
2016
Q4 		$304K Buy
12,724
+12,006
+1,672% +$284K ﹤0.01% 5109
2016
Q3 		$17K Sell
718
-189
-21% -$4.37K ﹤0.01% 6191
2016
Q2 		$21K Hold
907
– – ﹤0.01% 6225
2016
Q1 		$19K Buy
907
+18
+2% +$384 ﹤0.01% 6153
2015
Q4 		$20K Sell
889
-211
-19% -$4.74K ﹤0.01% 6421
2015
Q3 		$25K Buy
1,100
+408
+59% +$9.53K ﹤0.01% 6239
2015
Q2 		$16K Sell
692
-6,830
-91% -$164K ﹤0.01% 6421
2015
Q1 		$180K Buy
7,522
+1,175
+19% +$28K ﹤0.01% 4991
2014
Q4 		$146K Sell
6,347
-60,146
-90% -$1.45M ﹤0.01% 5618
2014
Q3 		$1.63M Buy
66,493
+351
+0.5% +$8.76K ﹤0.01% 3566
2014
Q2 		$1.67M Sell
66,142
-90,357
-58% -$2.28M ﹤0.01% 3545
2014
Q1 		$3.9M Buy
+156,499
New +$3.92M ﹤0.01% 2619

Other funds holding HYZD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America's HYZD Position: Q3 2025 in Review

Bank of America sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2025, closing a stake of 435 shares — an estimated $9.74K sold.

Bank of America first reported a position in HYZD in Q1 2014 and held it in 41 quarters. The position peaked at $9.83M in Q2 2018. 55 funds tracked by Wall St. Rank hold HYZD as of Q3 2025.

  • Bank of America reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Bank of America sold 435 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2025, an estimated $9.74K.
  • Bank of America first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2014 and held it in 41 quarters.
  • Bank of America's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $9.83M in Q2 2018.
  • 55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2025.

Based on Bank of America's 13F filing for Q3 2025, filed 14 Nov 2025.