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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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