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 Q2	$1.24M	Buy	+55,067	New	+$1.24M	0.57%	35
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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Comprehensive Wealth Management's HYZD Position: Q2 2026 in Review

Comprehensive Wealth Management opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2026: 55,067 shares worth $1.24M. The stake represents 0.57% of the portfolio and ranks #35 among its holdings. This is a return to the name: Comprehensive Wealth Management previously reported a position in HYZD as recently as Q4 2025.

Comprehensive Wealth Management first reported a position in HYZD in Q2 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

Comprehensive Wealth Management held 55,067 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.24M as of Q2 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund was a new Comprehensive Wealth Management position in Q2 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.57% of Comprehensive Wealth Management's portfolio in Q2 2026, its #35 holding.
Comprehensive Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2025 and has held it in 4 quarters since.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Comprehensive Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.