Carson Wealth (CWM LLC)’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$254K	Buy	11,527 +9,883	+601%	+$222K	﹤0.01%	2522
2025 Q4	$37K	Buy	+1,644	New	+$37K	﹤0.01%	3816
2024 Q3	–	Sell	-14	Closed	–	–	4961
2024 Q2	$0	Buy	+14	New	+$308	﹤0.01%	4732
2024 Q1	–	Sell	-263	Closed	-$6K	–	4501
2023 Q4	$6K	Buy	263 +5	+2%	+$106	﹤0.01%	3430
2023 Q3	$5K	Buy	+258	New	+$5.47K	﹤0.01%	3461

Other funds holding HYZD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BRWA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HYZD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 601% in Q1 2026, buying an estimated $222K and bringing the position to 11,527 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

Carson Wealth (CWM LLC) first reported a position in HYZD in Q3 2023 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

Carson Wealth (CWM LLC) held 11,527 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $254K as of Q1 2026.
Carson Wealth (CWM LLC) bought 9,883 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $222K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2522 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2023 and has held it in 5 quarters since.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.