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Columbia Advisory Partners’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Columbia Advisory Partners’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 		$1.99M Sell
88,506
-1,008
-1% -$22.7K 1.1% 22
2026
Q1 		$1.97M Buy
+89,514
New +$2.01M 1.26% 22

Other funds holding HYZD

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Columbia Advisory Partners's HYZD Position: Q2 2026 in Review

Columbia Advisory Partners reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 1.1% in Q2 2026, selling an estimated $22.7K and leaving 88,506 shares worth $1.99M. The position accounts for 1.1% of the portfolio, ranked #22.

Columbia Advisory Partners first reported a position in HYZD in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Columbia Advisory Partners held 88,506 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.99M as of Q2 2026.
  • Columbia Advisory Partners sold 1,008 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $22.7K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 1.1% of Columbia Advisory Partners's portfolio in Q2 2026, its #22 holding.
  • Columbia Advisory Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.