Global Retirement Partners’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Global Retirement Partners’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	$47.2K	Buy	+2,095	New	+$47.2K	﹤0.01%	2556
2025 Q4	$35.3K	Buy	1,565 +241	+18%	+$5.42K	﹤0.01%	2566
2025 Q3	$29.8K	Buy	1,324 +1,117	+540%	+$25.1K	﹤0.01%	2191
2025 Q2	$4.63K	Buy	+207	New	+$4.55K	﹤0.01%	2940
2024 Q4	$4.46K	Buy	200 +3	+2%	+$67	﹤0.01%	2735
2024 Q3	$4.37K	Buy	197 +3	+2%	+$66	﹤0.01%	2622
2024 Q2	$4.24K	Buy	194 +3	+2%	+$66	﹤0.01%	2683
2024 Q1	$4.21K	Buy	191 +2	+1%	+$44	﹤0.01%	2469
2023 Q4	$4.09K	Buy	189 +4	+2%	+$85	﹤0.01%	2406
2023 Q3	$3.87K	Buy	185 +2	+1%	+$42	﹤0.01%	2278
2023 Q2	$3.84K	Buy	183 +2	+1%	+$41	﹤0.01%	2311
2023 Q1	$3.68K	Buy	+181	New	+$3.78K	﹤0.01%	2277

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Global Retirement Partners's HYZD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2026: 2,095 shares worth $47.2K. The stake represents ﹤0.01% of the portfolio and ranks #2556 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HYZD as recently as Q4 2025.

Global Retirement Partners first reported a position in HYZD in Q1 2023 and has held it in 12 quarters since. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

Global Retirement Partners held 2,095 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $47.2K as of Q2 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund was a new Global Retirement Partners position in Q2 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2556 holding.
Global Retirement Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2023 and has held it in 12 quarters since.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.