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Garton & Associates Financial Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-807
Closed -$18.2K – 382
2025
Q4 		$18.2K Buy
+807
New +$18.1K 0.01% 671

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Envestnet Asset Management
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BRWA
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Ameriprise
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Garton & Associates Financial Advisors's HYZD Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2026, closing a stake of 807 shares — an estimated $18.2K sold.

Garton & Associates Financial Advisors first reported a position in HYZD in Q4 2025 and held it in 1 quarter. The position peaked at $18.2K in Q4 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 807 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $18.2K.
  • Garton & Associates Financial Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $18.2K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.