CA
HYZD icon

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

Continuum Advisory’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 		$1.15K Buy
+51
New +$1.15K ﹤0.01% 1834
2025
Q2 		– Sell
-51
Closed -$1.12K – 930
2025
Q1 		$1.12K Hold
51
– – ﹤0.01% 1489
2024
Q4 		$1.13K Hold
51
– – ﹤0.01% 1586
2024
Q3 		$1.15K Hold
51
– – ﹤0.01% 1595
2024
Q2 		$1.11K Hold
51
– – ﹤0.01% 1448
2024
Q1 		$1.12K Buy
+51
New +$1.11K ﹤0.01% 1445

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

Continuum Advisory's HYZD Position: Q2 2026 in Review

Continuum Advisory opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2026: 51 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #1834 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in HYZD as recently as Q1 2025.

Continuum Advisory first reported a position in HYZD in Q1 2024 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Continuum Advisory held 51 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.15K as of Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund was a new Continuum Advisory position in Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1834 holding.
  • Continuum Advisory first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2024 and has held it in 6 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 Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.