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

Gilpin Wealth 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 Q3	$625K	Sell	27,955 -520	-2%	-$11.8K	0.42%	65
2026 Q2	$641K	Hold	28,475	–	–	0.44%	66
2026 Q1	$627K	Hold	28,475	–	–	0.5%	61
2025 Q4	$642K	Buy	+28,475	New	+$640K	0.51%	54

Gilpin Wealth Management's HYZD Position: Q3 2026 in Review

Gilpin Wealth Management reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 1.8% in Q3 2026, selling an estimated $11.8K and leaving 27,955 shares worth $625K. The position accounts for 0.42% of the portfolio, ranked #65.

Gilpin Wealth Management first reported a position in HYZD in Q4 2025 and has held it in 4 quarters since. The position peaked at $642K in Q4 2025. 1 fund tracked by Wall St. Rank holds HYZD as of Q3 2026.

Gilpin Wealth Management held 27,955 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $625K as of Q3 2026.
Gilpin Wealth Management sold 520 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2026, an estimated $11.8K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.42% of Gilpin Wealth Management's portfolio in Q3 2026, its #65 holding.
Gilpin Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2025 and has held it in 4 quarters since.
Gilpin Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $642K in Q4 2025.
1 fund tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.