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

Bank of New York Mellon’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	–	Sell	-96,605	Closed	-$2.13M	–	4363
2026 Q1	$2.13M	Buy	+96,605	New	+$2.17M	﹤0.01%	2782
2023 Q3	–	Sell	-11,850	Closed	-$249K	–	4374
2023 Q2	$249K	Sell	11,850 -140	-1%	-$2.89K	﹤0.01%	3908
2023 Q1	$249K	Buy	+11,990	New	+$250K	﹤0.01%	3824
2020 Q1	–	Sell	-9,253	Closed	-$214K	–	4139
2019 Q4	$214K	Buy	+9,253	New	+$213K	﹤0.01%	3898
2018 Q4	–	Sell	-25,644	Closed	-$621K	–	4249
2018 Q3	$621K	Buy	+25,644	New	+$618K	﹤0.01%	3534

Other funds holding HYZD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BRWA

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

FFASIA

FIG FINANCIAL ADVISORY SERVICES INC /ADV Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon's HYZD Position: Q2 2026 in Review

Bank of New York Mellon sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2026, closing a stake of 96,605 shares — an estimated $2.13M sold.

Bank of New York Mellon first reported a position in HYZD in Q3 2018 and held it in 5 quarters. The position peaked at $2.13M in Q1 2026. 45 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

Bank of New York Mellon reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2026 after selling out during the quarter.
Bank of New York Mellon sold 96,605 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $2.13M.
Bank of New York Mellon first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2018 and held it in 5 quarters.
Bank of New York Mellon's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $2.13M in Q1 2026.
45 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.