Commonwealth Equity Services
HYZD icon

Commonwealth Equity Services’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Commonwealth Equity Services’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 		$1.07M Buy
47,348
+27,578
+139% +$621K ﹤0.01% 2674
2026
Q1 		$435K Sell
19,770
-1,409
-7% -$31.7K ﹤0.01% 3332
2025
Q4 		$477K Buy
21,179
+1,618
+8% +$36.4K ﹤0.01% 3210
2025
Q3 		$440K Sell
19,561
-105,155
-84% -$2.36M ﹤0.01% 3283
2025
Q2 		$2.79M Buy
124,716
+30,092
+32% +$662K ﹤0.01% 1747
2025
Q1 		$2.07M Buy
94,624
+10,825
+13% +$242K ﹤0.01% 1886
2024
Q4 		$1.86M Buy
83,799
+13,008
+18% +$291K ﹤0.01% 1923
2024
Q3 		$1.57M Buy
70,791
+13,523
+24% +$297K ﹤0.01% 1994
2024
Q2 		$1.25M Buy
57,268
+6,477
+13% +$142K ﹤0.01% 2116
2024
Q1 		$1.12M Buy
50,791
+6,674
+15% +$146K ﹤0.01% 2161
2023
Q4 		$954K Buy
44,117
+10,937
+33% +$233K ﹤0.01% 2212
2023
Q3 		$701K Sell
33,180
-31
-0.1% -$658 ﹤0.01% 2311
2023
Q2 		$698K Sell
33,211
-507
-2% -$10.5K ﹤0.01% 2359
2023
Q1 		$700K Sell
33,718
-377
-1% -$7.87K ﹤0.01% 2287
2022
Q4 		$704K Sell
34,095
-1,779
-5% -$37K ﹤0.01% 2196
2022
Q3 		$721K Buy
35,874
+1,650
+5% +$34.1K ﹤0.01% 2133
2022
Q2 		$681K Sell
34,224
-4,095
-11% -$86.3K ﹤0.01% 2191
2022
Q1 		$839K Buy
38,319
+590
+2% +$12.8K ﹤0.01% 2125
2021
Q4 		$840K Buy
+37,729
New +$836K ﹤0.01% 2116
2020
Q2 		– Sell
-16,697
Closed -$311K – 2977
2020
Q1 		$311K Sell
16,697
-5,555
-25% -$122K ﹤0.01% 2039
2019
Q4 		$515K Buy
+22,252
New +$512K ﹤0.01% 1894
2015
Q2 		– Sell
-9,516
Closed -$228K – 2222
2015
Q1 		$228K Sell
9,516
-17,789
-65% -$423K ﹤0.01% 1812
2014
Q4 		$630K Sell
27,305
-26,415
-49% -$637K 0.01% 1135
2014
Q3 		$1.32M Buy
+53,720
New +$1.34M 0.02% 728

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Commonwealth Equity Services's HYZD Position: Q2 2026 in Review

Commonwealth Equity Services increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 139% in Q2 2026, buying an estimated $621K and bringing the position to 47,348 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2674.

Commonwealth Equity Services first reported a position in HYZD in Q3 2014 and has held it in 24 quarters since. The position peaked at $2.79M in Q2 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Commonwealth Equity Services held 47,348 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.07M as of Q2 2026.
  • Commonwealth Equity Services bought 27,578 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $621K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2674 holding.
  • Commonwealth Equity Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2014 and has held it in 24 quarters since.
  • Commonwealth Equity Services's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $2.79M in Q2 2025.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.