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Centaurus Financial’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Centaurus Financial’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 		$188K Buy
+8,364
New +$188K 0.01% 911
2022
Q4 		– Sell
-6,070
Closed -$122K – 878
2022
Q3 		$122K Sell
6,070
-8,032
-57% -$166K 0.01% 741
2022
Q2 		$281K Sell
14,102
-859
-6% -$18.1K 0.03% 507
2022
Q1 		$328K Sell
14,961
-7,251
-33% -$158K 0.03% 525
2021
Q4 		$495K Sell
22,212
-4,117
-16% -$91.2K 0.04% 433
2021
Q3 		$585K Sell
26,329
-1,213
-4% -$26.9K 0.05% 382
2021
Q2 		$613K Sell
27,542
-747
-3% -$16.5K 0.05% 373
2021
Q1 		$626K Buy
28,289
+252
+0.9% +$5.55K 0.06% 322
2020
Q4 		$612K Sell
28,037
-81,763
-74% -$1.75M 0.06% 322
2020
Q3 		$2.28M Sell
109,800
-15,005
-12% -$313K 0.32% 76
2020
Q2 		$2.51M Sell
124,805
-6,764
-5% -$136K 0.37% 60
2020
Q1 		$2.46M Sell
131,569
-49,980
-28% -$1.09M 0.49% 50
2019
Q4 		$4.21M Buy
181,549
+8,617
+5% +$198K 0.59% 37
2019
Q3 		$3.98M Buy
172,932
+5,170
+3% +$120K 0.62% 38
2019
Q2 		$3.91M Sell
167,762
-4,389
-3% -$103K 0.62% 36
2019
Q1 		$4M Buy
172,151
+15,151
+10% +$353K 0.68% 35
2018
Q4 		$3.52M Buy
157,000
+1,000
+0.6% +$23.6K 0.78% 33
2018
Q3 		$3.77M Buy
156,000
+9,641
+7% +$232K 0.68% 37
2018
Q2 		$3.5M Buy
146,359
+20,505
+16% +$493K 0.48% 49
2018
Q1 		$3.01M Buy
125,854
+57,983
+85% +$1.4M 0.71% 38
2017
Q4 		$1.64M Buy
+67,871
New +$1.64M 0.42% 65

Other funds holding HYZD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Centaurus Financial's HYZD Position: Q2 2026 in Review

Centaurus Financial opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2026: 8,364 shares worth $188K. The stake represents 0.01% of the portfolio and ranks #911 among its holdings. This is a return to the name: Centaurus Financial previously reported a position in HYZD as recently as Q3 2022.

Centaurus Financial first reported a position in HYZD in Q4 2017 and has held it in 21 quarters since. The position peaked at $4.21M in Q4 2019. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Centaurus Financial held 8,364 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $188K as of Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund was a new Centaurus Financial position in Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #911 holding.
  • Centaurus Financial first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2017 and has held it in 21 quarters since.
  • Centaurus Financial's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $4.21M in Q4 2019.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.