Envestnet Asset Management
HYZD icon

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
Q2 		$7.62M Buy
338,740
+3,566
+1% +$80.4K ﹤0.01% 2139
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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Envestnet Asset Management's HYZD Position: Q2 2026 in Review

Envestnet Asset Management increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 1.1% in Q2 2026, buying an estimated $80.4K and bringing the position to 338,740 shares worth $7.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

Envestnet Asset Management first reported a position in HYZD in Q1 2019 and has held it in 24 quarters since. The position peaked at $22.7M in Q4 2022. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Envestnet Asset Management held 338,740 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $7.62M as of Q2 2026.
  • Envestnet Asset Management bought 3,566 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $80.4K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2139 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 24 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 Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.