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

HCR Wealth 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
2025 Q2	–	Sell	-13,000	Closed	-$285K	–	241
2025 Q1	$285K	Sell	13,000 -5,000	-28%	-$112K	0.04%	186
2024 Q4	$400K	Hold	18,000	–	–	0.05%	159
2024 Q3	$399K	Hold	18,000	–	–	0.05%	157
2024 Q2	$393K	Hold	18,000	–	–	0.06%	148
2024 Q1	$397K	Sell	18,000 -3,000	-14%	-$65.4K	0.06%	148
2023 Q4	$454K	Hold	21,000	–	–	0.07%	127
2023 Q3	$444K	Hold	21,000	–	–	0.1%	110
2023 Q2	$441K	Hold	21,000	–	–	0.08%	117
2023 Q1	$436K	Hold	21,000	–	–	0.09%	118
2022 Q4	$434K	Hold	21,000	–	–	0.09%	118
2022 Q3	$423K	Hold	21,000	–	–	0.09%	116
2022 Q2	$418K	Hold	21,000	–	–	0.08%	122
2022 Q1	$460K	Hold	21,000	–	–	0.08%	131
2021 Q4	$468K	Hold	21,000	–	–	0.07%	142
2021 Q3	$467K	Hold	21,000	–	–	0.08%	140
2021 Q2	$468K	Sell	21,000 -500	-2%	-$11.1K	0.08%	132
2021 Q1	$476K	Hold	21,500	–	–	0.09%	131
2020 Q4	$469K	Buy	21,500 +3,000	+16%	+$64.2K	0.1%	124
2020 Q3	$384K	Hold	18,500	–	–	0.09%	120
2020 Q2	$374K	Hold	18,500	–	–	0.09%	111
2020 Q1	$345K	Hold	18,500	–	–	0.1%	111
2019 Q4	$429K	Hold	18,500	–	–	0.1%	110
2019 Q3	$426K	Hold	18,500	–	–	0.14%	102
2019 Q2	$431K	Hold	18,500	–	–	0.12%	107
2019 Q1	$430K	Hold	18,500	–	–	0.12%	114
2018 Q4	$415K	Hold	18,500	–	–	0.13%	108
2018 Q3	$443K	Hold	18,500	–	–	0.14%	105
2018 Q2	$443K	Hold	18,500	–	–	0.15%	112
2018 Q1	$442K	Buy	18,500 +8,000	+76%	+$193K	0.15%	113
2017 Q4	$254K	Buy	+10,500	New	+$254K	0.09%	144

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

BRWA

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

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

IWC

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HCR Wealth Advisors's HYZD Position: Q2 2025 in Review

HCR Wealth Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2025, closing a stake of 13,000 shares — an estimated $285K sold.

HCR Wealth Advisors first reported a position in HYZD in Q4 2017 and held it in 30 quarters. The position peaked at $476K in Q1 2021. 54 funds tracked by Wall St. Rank hold HYZD as of Q2 2025.

HCR Wealth Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2025 after selling out during the quarter.
HCR Wealth Advisors sold 13,000 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2025, an estimated $285K.
HCR Wealth Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2017 and held it in 30 quarters.
HCR Wealth Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $476K in Q1 2021.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2025.

Based on HCR Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.