Fidelity Investments
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Fidelity Investments’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Fidelity Investments’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 		$2.4K Sell
107
-379
-78% -$8.54K ﹤0.01% 5129
2026
Q1 		$10.7K Buy
486
+228
+88% +$5.13K ﹤0.01% 4744
2025
Q4 		$5.82K Buy
258
+1
+0.4% +$22 ﹤0.01% 4864
2025
Q3 		$5.78K Sell
257
-112
-30% -$2.52K ﹤0.01% 4753
2025
Q2 		$8.26K Sell
369
-50
-12% -$1.1K ﹤0.01% 4581
2025
Q1 		$9.18K Buy
419
+350
+507% +$7.83K ﹤0.01% 4527
2024
Q4 		$1.53K Sell
69
-14
-17% -$313 ﹤0.01% 4863
2024
Q3 		$1.84K Hold
83
– – ﹤0.01% 4831
2024
Q2 		$1.81K Sell
83
-5
-6% -$110 ﹤0.01% 4741
2024
Q1 		$1.94K Buy
88
+4
+5% +$87 ﹤0.01% 4705
2023
Q4 		$1.82K Buy
84
+1
+1% +$21 ﹤0.01% 4664
2023
Q3 		$1.75K Sell
83
-1
-1% -$21 ﹤0.01% 4566
2023
Q2 		$1.77K Hold
84
– – ﹤0.01% 4624
2023
Q1 		$1.75K Hold
84
– – ﹤0.01% 4655
2022
Q4 		$1.74K Sell
84
-4
-5% -$83 ﹤0.01% 4545
2022
Q3 		$2K Buy
88
+4
+5% +$83 ﹤0.01% 4551
2022
Q2 		$2K Sell
84
-7
-8% -$148 ﹤0.01% 4566
2022
Q1 		$2K Buy
91
+6
+7% +$131 ﹤0.01% 4668
2021
Q4 		$2K Sell
85
-148
-64% -$3.28K ﹤0.01% 4018
2021
Q3 		$5K Buy
+233
New +$5.17K ﹤0.01% 3796
2021
Q2 		– Sell
-1
Closed – – 4547
2021
Q1 		$0 Buy
+1
New +$22 ﹤0.01% 4246
2020
Q2 		– Sell
-2
Closed – – 3867
2020
Q1 		$0 Buy
+2
New +$44 ﹤0.01% 3919

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Fidelity Investments's HYZD Position: Q2 2026 in Review

Fidelity Investments reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 78% in Q2 2026, selling an estimated $8.54K and leaving 107 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5129.

Fidelity Investments first reported a position in HYZD in Q1 2020 and has held it in 22 quarters since. The position peaked at $10.7K in Q1 2026. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Fidelity Investments held 107 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $2.4K as of Q2 2026.
  • Fidelity Investments sold 379 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $8.54K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5129 holding.
  • Fidelity Investments first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2020 and has held it in 22 quarters since.
  • Fidelity Investments's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $10.7K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.