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 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

Other funds holding HYZD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Gilpin Wealth Management's HYZD Position: Q2 2026 in Review

Gilpin Wealth Management held its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) position steady in Q2 2026 at 28,475 shares worth $641K. The position accounts for 0.44% of the portfolio, ranked #66.

Gilpin Wealth Management first reported a position in HYZD in Q4 2025 and has held it in 3 quarters since. The position peaked at $642K in Q4 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

Gilpin Wealth Management held 28,475 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $641K as of Q2 2026.
Gilpin Wealth Management left its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.44% of Gilpin Wealth Management's portfolio in Q2 2026, its #66 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 3 quarters since.
Gilpin Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $642K in Q4 2025.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.