Comprehensive Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Comprehensive 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
2026 Q1	–	Sell	-17,129	Closed	-$386K	–	40
2025 Q4	$386K	Sell	17,129 -2,316	-12%	-$52.1K	0.23%	38
2025 Q3	$437K	Sell	19,445 -3,550	-15%	-$79.7K	0.31%	36
2025 Q2	$515K	Buy	+22,995	New	+$506K	0.41%	33

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

Comprehensive Wealth Management's HYZD Position: Q1 2026 in Review

Comprehensive Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2026, closing a stake of 17,129 shares — an estimated $386K sold.

Comprehensive Wealth Management first reported a position in HYZD in Q2 2025 and held it in 3 quarters. The position peaked at $515K in Q2 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

Comprehensive Wealth Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2026 after selling out during the quarter.
Comprehensive Wealth Management sold 17,129 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $386K.
Comprehensive Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2025 and held it in 3 quarters.
Comprehensive Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $515K 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 Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.