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 Q3	$1.21M	Sell	54,110 -3,085	-5%	-$69.7K	0.47%	46
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Elevation Capital Advisory's HYZD Position: Q3 2026 in Review

Elevation Capital Advisory reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 5.4% in Q3 2026, selling an estimated $69.7K and leaving 54,110 shares worth $1.21M. The position accounts for 0.47% of the portfolio, ranked #46.

Elevation Capital Advisory first reported a position in HYZD in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.28M in Q4 2024. 27 funds tracked by Wall St. Rank hold HYZD as of Q3 2026.

Elevation Capital Advisory held 54,110 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.21M as of Q3 2026.
Elevation Capital Advisory sold 3,085 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2026, an estimated $69.7K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.47% of Elevation Capital Advisory's portfolio in Q3 2026, its #46 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 5 quarters since.
Elevation Capital Advisory's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $6.28M in Q4 2024.
27 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2026.

Based on Elevation Capital Advisory's 13F filing for Q3 2026, filed 29 Oct 2026.