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 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	$700	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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Commonwealth Equity Services's HYZD Position: Q1 2026 in Review

Commonwealth Equity Services reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 6.7% in Q1 2026, selling an estimated $31.7K and leaving 19,770 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #3332.

Commonwealth Equity Services first reported a position in HYZD in Q3 2014 and has held it in 23 quarters since. The position peaked at $2.79M in Q2 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

Commonwealth Equity Services held 19,770 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $435K as of Q1 2026.
Commonwealth Equity Services sold 1,409 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $31.7K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3332 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 23 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 Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.