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

Elevation Capital 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	$1.29M	Buy	+57,195	New	+$1.29M	0.5%	47
2026 Q1	–	Sell	-46,795	Closed	-$1.05M	–	74
2025 Q4	$1.05M	Sell	46,795 -184,930	-80%	-$4.16M	0.43%	51
2025 Q3	$5.21M	Buy	+231,725	New	+$5.2M	2.08%	21
2025 Q1	–	Sell	-282,348	Closed	-$6.28M	–	63
2024 Q4	$6.28M	Buy	+282,348	New	+$6.31M	2.69%	15

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

Elevation Capital Advisory's HYZD Position: Q2 2026 in Review

Elevation Capital Advisory opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2026: 57,195 shares worth $1.29M. The stake represents 0.5% of the portfolio and ranks #47 among its holdings. This is a return to the name: Elevation Capital Advisory previously reported a position in HYZD as recently as Q4 2025.

Elevation Capital Advisory first reported a position in HYZD in Q4 2024 and has held it in 4 quarters since. The position peaked at $6.28M in Q4 2024. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

Elevation Capital Advisory held 57,195 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.29M as of Q2 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund was a new Elevation Capital Advisory position in Q2 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.5% of Elevation Capital Advisory's portfolio in Q2 2026, its #47 holding.
Elevation Capital Advisory first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2024 and has held it in 4 quarters since.
Elevation Capital Advisory's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $6.28M in Q4 2024.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.