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
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 $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Global Retirement Partners's HYZD Position: Q4 2025 in Review

Global Retirement Partners increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 18% in Q4 2025, buying an estimated $5.42K and bringing the position to 1,565 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

Global Retirement Partners first reported a position in HYZD in Q1 2023 and has held it in 11 quarters since. 60 funds tracked by Wall St. Rank hold HYZD as of Q4 2025.

Global Retirement Partners held 1,565 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $35.3K as of Q4 2025.
Global Retirement Partners bought 241 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2025, an estimated $5.42K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2566 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 11 quarters since.
60 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.