CTWM
HYZD icon

Cherry Tree Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Cherry Tree Wealth Management’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
2025
Q3 		– Sell
-1,120
Closed -$25.1K – 595
2025
Q2 		$25.1K Sell
1,120
-234
-17% -$5.15K 0.01% 311
2025
Q1 		$29.6K Hold
1,354
– – 0.01% 302
2024
Q4 		$30.1K Hold
1,354
– – 0.01% 296
2024
Q3 		$30K Hold
1,354
– – 0.01% 299
2024
Q2 		$29.6K Hold
1,354
– – 0.01% 293
2024
Q1 		$29.8K Hold
1,354
– – 0.01% 290
2023
Q4 		$29.3K Hold
1,354
– – 0.01% 280
2023
Q3 		$28.6K Hold
1,354
– – 0.01% 269
2023
Q2 		$28.5K Buy
+1,354
New +$27.9K 0.01% 265

Other funds holding HYZD

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.55B AUM 28.47% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return