Duncan Williams Asset Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Duncan Williams Asset 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	$339K	Sell	15,068 -645	-4%	-$14.5K	0.08%	126
2026 Q1	$346K	Sell	15,713 -7,674	-33%	-$173K	0.1%	115
2025 Q4	$528K	Sell	23,387 -4	-0%	-$90	0.13%	98
2025 Q3	$526K	Sell	23,391 -2,748	-11%	-$61.7K	0.15%	101
2025 Q2	$585K	Sell	26,139 -42	-0.2%	-$924	0.18%	81
2025 Q1	$573K	Sell	26,181 -56	-0.2%	-$1.25K	0.21%	76
2024 Q4	$584K	Sell	26,237 -104	-0.4%	-$2.33K	0.23%	77
2024 Q3	$583K	Buy	+26,341	New	+$578K	0.32%	60

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

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MPW

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

Duncan Williams Asset Management's HYZD Position: Q2 2026 in Review

Duncan Williams Asset Management reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 4.1% in Q2 2026, selling an estimated $14.5K and leaving 15,068 shares worth $339K. The position accounts for 0.08% of the portfolio, ranked #126.

Duncan Williams Asset Management first reported a position in HYZD in Q3 2024 and has held it in 8 quarters since. The position peaked at $585K in Q2 2025. 14 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

Duncan Williams Asset Management held 15,068 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $339K as of Q2 2026.
Duncan Williams Asset Management sold 645 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $14.5K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.08% of Duncan Williams Asset Management's portfolio in Q2 2026, its #126 holding.
Duncan Williams Asset Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2024 and has held it in 8 quarters since.
Duncan Williams Asset Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $585K in Q2 2025.
14 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.