DHJJ Financial Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

DHJJ Financial Advisors’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	$23	Hold	1	–	–	﹤0.01%	1077
2026 Q1	$23	Hold	1	–	–	﹤0.01%	1074
2025 Q4	$23	Hold	1	–	–	﹤0.01%	1035
2025 Q3	$23	Hold	1	–	–	﹤0.01%	999
2025 Q2	$23	Hold	1	–	–	﹤0.01%	970
2025 Q1	$22	Hold	1	–	–	﹤0.01%	925
2024 Q4	$23	Hold	1	–	–	﹤0.01%	892
2024 Q3	$23	Hold	1	–	–	﹤0.01%	873
2024 Q2	$22	Hold	1	–	–	﹤0.01%	827
2024 Q1	$23	Hold	1	–	–	﹤0.01%	808
2023 Q4	$22	Hold	1	–	–	﹤0.01%	798
2023 Q3	$22	Buy	+1	New	+$21	﹤0.01%	793

Other funds holding HYZD

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

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $145M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWAM

Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

DHJJ Financial Advisors's HYZD Position: Q2 2026 in Review

DHJJ Financial Advisors held its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) position steady in Q2 2026 at 1 share worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

DHJJ Financial Advisors first reported a position in HYZD in Q3 2023 and has held it in 12 quarters since. 11 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

DHJJ Financial Advisors held 1 share of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $23 as of Q2 2026.
DHJJ Financial Advisors left its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1077 holding.
DHJJ Financial Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2023 and has held it in 12 quarters since.
11 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.