Cetera Investment Advisers
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Cetera Investment Advisers’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Cetera Investment Advisers’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 		$4.24M Sell
188,414
-3,020
-2% -$68.1K ﹤0.01% 1752
2026
Q1 		$4.21M Buy
191,434
+37,557
+24% +$844K ﹤0.01% 1636
2025
Q4 		$3.47M Sell
153,877
-464
-0.3% -$10.4K ﹤0.01% 1737
2025
Q3 		$3.47M Buy
154,341
+138,067
+848% +$3.1M ﹤0.01% 1705
2025
Q2 		$364K Sell
16,274
-8,028
-33% -$177K ﹤0.01% 3228
2025
Q1 		$532K Buy
24,302
+433
+2% +$9.68K ﹤0.01% 2792
2024
Q4 		$531K Sell
23,869
-2,405
-9% -$53.8K ﹤0.01% 2632
2024
Q3 		$582K Sell
26,274
-6,449
-20% -$142K ﹤0.01% 2527
2024
Q2 		$715K Sell
32,723
-4,794
-13% -$105K ﹤0.01% 2319
2024
Q1 		$827K Buy
+37,517
New +$818K ﹤0.01% 2224
2022
Q4 		– Sell
-89,505
Closed -$1.8M – 2138
2022
Q3 		$1.8M Sell
89,505
-16,996
-16% -$351K 0.04% 491
2022
Q2 		$2.12M Buy
+106,501
New +$2.25M 0.03% 513

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Cetera Investment Advisers's HYZD Position: Q2 2026 in Review

Cetera Investment Advisers reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 1.6% in Q2 2026, selling an estimated $68.1K and leaving 188,414 shares worth $4.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Cetera Investment Advisers first reported a position in HYZD in Q2 2022 and has held it in 12 quarters since. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Cetera Investment Advisers held 188,414 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $4.24M as of Q2 2026.
  • Cetera Investment Advisers sold 3,020 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $68.1K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1752 holding.
  • Cetera Investment Advisers first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2022 and has held it in 12 quarters since.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.