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FIG Financial Advisory Services’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

FIG Financial Advisory Services’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 		$3.31M Buy
+146,850
New +$3.31M 1.94% 9

Other funds holding HYZD

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Morgan Stanley
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IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

FIG Financial Advisory Services's HYZD Position: Q2 2026 in Review

FIG Financial Advisory Services opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2026: 146,850 shares worth $3.31M. The stake represents 1.94% of the portfolio and ranks #9 among its holdings.

55 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • FIG Financial Advisory Services held 146,850 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $3.31M as of Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund was a new FIG Financial Advisory Services position in Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 1.94% of FIG Financial Advisory Services's portfolio in Q2 2026, its #9 holding.
  • 55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on FIG Financial Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.