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

Empirical 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 Q1	$1M	Buy	45,574 +1,575	+4%	+$35.4K	0.26%	100
2025 Q4	$991K	Buy	43,999 +5,929	+16%	+$133K	0.28%	96
2025 Q3	$856K	Buy	38,070 +2,410	+7%	+$54.1K	0.24%	126
2025 Q2	$798K	Buy	35,660 +431	+1%	+$9.48K	0.25%	117
2025 Q1	$771K	Buy	35,229 +2,989	+9%	+$66.8K	0.26%	105
2024 Q4	$717K	Buy	32,240 +2,218	+7%	+$49.6K	0.24%	118
2024 Q3	$665K	Sell	30,022 -19,311	-39%	-$424K	0.24%	130
2024 Q2	$1.08M	Sell	49,333 -7,355	-13%	-$162K	0.41%	58
2024 Q1	$1.25M	Sell	56,688 -872	-2%	-$19K	0.6%	40
2023 Q4	$1.24M	Sell	57,560 -2,473	-4%	-$52.6K	1.02%	22
2023 Q3	$1.27M	Sell	60,033 -4,466	-7%	-$94.8K	1.1%	22
2023 Q2	$1.36M	Buy	64,499 +2,771	+4%	+$57.1K	1.2%	20
2023 Q1	$1.28M	Sell	61,728 -52,545	-46%	-$1.1M	1.23%	25
2022 Q4	$2.36M	Sell	114,273 -8,173	-7%	-$170K	2.49%	3
2022 Q3	$2.46M	Sell	122,446 -2,460	-2%	-$50.8K	2.69%	3
2022 Q2	$2.49M	Buy	124,906 +6,530	+6%	+$138K	2.62%	3
2022 Q1	$2.6M	Buy	118,376 +19,192	+19%	+$418K	2.47%	3
2021 Q4	$2.21M	Buy	+99,184	New	+$2.2M	2.13%	4

Other funds holding HYZD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Empirical Asset Management's HYZD Position: Q1 2026 in Review

Empirical Asset Management increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 3.6% in Q1 2026, buying an estimated $35.4K and bringing the position to 45,574 shares worth $1M. The position accounts for 0.26% of the portfolio, ranked #100.

Empirical Asset Management first reported a position in HYZD in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.6M in Q1 2022. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

Empirical Asset Management held 45,574 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1M as of Q1 2026.
Empirical Asset Management bought 1,575 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $35.4K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.26% of Empirical Asset Management's portfolio in Q1 2026, its #100 holding.
Empirical Asset Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2021 and has held it in 18 quarters since.
Empirical Asset Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $2.6M in Q1 2022.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.