Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Cambridge Investment Research 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 		$445K Buy
19,755
+4,786
+32% +$108K ﹤0.01% 3075
2026
Q1 		$329K Buy
14,969
+2,455
+20% +$55.2K ﹤0.01% 3199
2025
Q4 		$282K Buy
12,514
+754
+6% +$17K ﹤0.01% 3260
2025
Q3 		$264K Sell
11,760
-1,018
-8% -$22.9K ﹤0.01% 3227
2025
Q2 		$286K Buy
12,778
+1,256
+11% +$27.6K ﹤0.01% 3022
2025
Q1 		$252K Sell
11,522
-784
-6% -$17.5K ﹤0.01% 3018
2024
Q4 		$274K Buy
12,306
+7
+0.1% +$156 ﹤0.01% 2906
2024
Q3 		$272K Buy
12,299
+7
+0.1% +$154 ﹤0.01% 2899
2024
Q2 		$269K Buy
12,292
+317
+3% +$6.97K ﹤0.01% 2788
2024
Q1 		$264K Buy
11,975
+787
+7% +$17.2K ﹤0.01% 2809
2023
Q4 		$242K Sell
11,188
-43
-0.4% -$914 ﹤0.01% 2766
2023
Q3 		$237K Buy
11,231
+481
+4% +$10.2K ﹤0.01% 2681
2023
Q2 		$226K Sell
10,750
-94
-0.9% -$1.94K ﹤0.01% 2774
2023
Q1 		$225K Sell
10,844
-298
-3% -$6.22K ﹤0.01% 2729
2022
Q4 		$230K Buy
11,142
+300
+3% +$6.23K ﹤0.01% 2645
2022
Q3 		$218K Hold
10,842
– – ﹤0.01% 2630
2022
Q2 		$216K Buy
10,842
+400
+4% +$8.43K ﹤0.01% 2671
2022
Q1 		$229K Buy
+10,442
New +$227K ﹤0.01% 2763
2020
Q1 		– Sell
-41,776
Closed -$968K – 2369
2019
Q4 		$968K Sell
41,776
-3,610
-8% -$83.1K 0.01% 1165
2019
Q3 		$1.04M Buy
45,386
+1,411
+3% +$32.7K 0.01% 1046
2019
Q2 		$1.02M Sell
43,975
-19
-0% -$445 0.01% 1014
2019
Q1 		$1.02M Sell
43,994
-6,770
-13% -$158K 0.01% 1027
2018
Q4 		$1.14M Buy
50,764
+16,517
+48% +$389K 0.01% 862
2018
Q3 		$829K Buy
+34,247
New +$825K 0.01% 1136

Other funds holding HYZD

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM

Cambridge Investment Research Advisors's HYZD Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 32% in Q2 2026, buying an estimated $108K and bringing the position to 19,755 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #3075.

Cambridge Investment Research Advisors first reported a position in HYZD in Q3 2018 and has held it in 24 quarters since. The position peaked at $1.14M in Q4 2018. 20 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Cambridge Investment Research Advisors held 19,755 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $445K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 4,786 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $108K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3075 holding.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2018 and has held it in 24 quarters since.
  • Cambridge Investment Research Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.14M in Q4 2018.
  • 20 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.