CIBC Private Wealth Group
HYZD icon

CIBC Private Wealth Group’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

CIBC Private Wealth Group’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
Q4 		– Sell
-75
Closed -$1.69K – 3464
2025
Q3 		$1.69K Buy
+75
New +$1.68K ﹤0.01% 2750
2024
Q3 		– Sell
-300
Closed -$6.6K – 3194
2024
Q2 		$6.6K Hold
300
– – ﹤0.01% 2434
2024
Q1 		$6.6K Buy
+300
New +$6.54K ﹤0.01% 2432

Other funds holding HYZD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $1.87B AUM 37.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CIBC Private Wealth Group's HYZD Position: Q4 2025 in Review

CIBC Private Wealth Group sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2025, closing a stake of 75 shares — an estimated $1.69K sold.

CIBC Private Wealth Group first reported a position in HYZD in Q1 2024 and held it in 3 quarters. The position peaked at $6.6K in Q1 2024. 60 funds tracked by Wall St. Rank hold HYZD as of Q4 2025.

  • CIBC Private Wealth Group reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 75 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2025, an estimated $1.69K.
  • CIBC Private Wealth Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2024 and held it in 3 quarters.
  • CIBC Private Wealth Group's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $6.6K in Q1 2024.
  • 60 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.