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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 $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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 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 $20.5B AUM 24.45% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cherry Tree Wealth Management's HYZD Position: Q3 2025 in Review

Cherry Tree Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2025, closing a stake of 1,120 shares — an estimated $25.1K sold.

Cherry Tree Wealth Management first reported a position in HYZD in Q2 2023 and held it in 9 quarters. The position peaked at $30.1K in Q4 2024. 55 funds tracked by Wall St. Rank hold HYZD as of Q3 2025.

  • Cherry Tree Wealth Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 1,120 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2025, an estimated $25.1K.
  • Cherry Tree Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2023 and held it in 9 quarters.
  • Cherry Tree Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $30.1K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2025, filed 24 Nov 2025.