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

Envestnet 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	$7.38M	Sell	335,174 -81,163	-19%	-$1.82M	﹤0.01%	2041
2025 Q4	$9.38M	Buy	416,337 +66,310	+19%	+$1.49M	﹤0.01%	1739
2025 Q3	$7.87M	Buy	350,027 +15,334	+5%	+$344K	﹤0.01%	1925
2025 Q2	$7.49M	Sell	334,693 -158,175	-32%	-$3.48M	﹤0.01%	1927
2025 Q1	$10.8M	Sell	492,868 -3,054	-0.6%	-$68.3K	﹤0.01%	1617
2024 Q4	$11M	Sell	495,922 -73,319	-13%	-$1.64M	﹤0.01%	1570
2024 Q3	$12.6M	Sell	569,241 -76,024	-12%	-$1.67M	﹤0.01%	1472
2024 Q2	$14.1M	Sell	645,265 -10,953	-2%	-$241K	﹤0.01%	1335
2024 Q1	$14.5M	Buy	656,218 +41,938	+7%	+$915K	0.01%	1298
2023 Q4	$13.3M	Sell	614,280 -80,750	-12%	-$1.72M	0.01%	1271
2023 Q3	$14.7M	Buy	695,030 +49,702	+8%	+$1.05M	0.01%	1146
2023 Q2	$13.6M	Sell	645,328 -105,757	-14%	-$2.18M	0.01%	1123
2023 Q1	$15.6M	Sell	751,085 -346,050	-32%	-$7.22M	0.01%	1021
2022 Q4	$22.7M	Buy	1,097,135 +268,202	+32%	+$5.57M	0.01%	795
2022 Q3	$16.7M	Buy	828,933 +798,139	+2,592%	+$16.5M	0.01%	874
2022 Q2	$613K	Sell	30,794 -42,333	-58%	-$893K	﹤0.01%	2943
2022 Q1	$1.6M	Sell	73,127 -207,621	-74%	-$4.52M	﹤0.01%	2344
2021 Q4	$6.25M	Buy	+280,748	New	+$6.22M	﹤0.01%	1462
2021 Q1	–	Sell	-13,921	Closed	-$304K	–	3543
2020 Q4	$304K	Buy	+13,921	New	+$298K	﹤0.01%	2918
2020 Q2	–	Sell	-105,740	Closed	-$1.97M	–	3129
2020 Q1	$1.97M	Sell	105,740 -589,211	-85%	-$12.9M	﹤0.01%	1426
2019 Q4	$16.1M	Buy	+694,951	New	+$16M	0.02%	602
2019 Q3	–	Sell	-10,880	Closed	-$254K	–	3121
2019 Q2	$254K	Buy	10,880 +841	+8%	+$19.7K	﹤0.01%	2776
2019 Q1	$233K	Buy	+10,039	New	+$234K	﹤0.01%	2765

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

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

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

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

Envestnet Asset Management reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 19% in Q1 2026, selling an estimated $1.82M and leaving 335,174 shares worth $7.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Envestnet Asset Management first reported a position in HYZD in Q1 2019 and has held it in 23 quarters since. The position peaked at $22.7M in Q4 2022. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

Envestnet Asset Management held 335,174 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $7.38M as of Q1 2026.
Envestnet Asset Management sold 81,163 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $1.82M.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2041 holding.
Envestnet Asset Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2019 and has held it in 23 quarters since.
Envestnet Asset Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $22.7M in Q4 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 Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.