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

HHM 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
2026 Q2	$37.3K	Hold	1,656	–	–	﹤0.01%	431
2026 Q1	$36.4K	Hold	1,656	–	–	﹤0.01%	411
2025 Q4	$37.3K	Hold	1,656	–	–	﹤0.01%	404
2025 Q3	$37.2K	Sell	1,656 -8,667	-84%	-$195K	﹤0.01%	415
2025 Q2	$231K	Buy	+10,323	New	+$227K	0.03%	181

Other funds holding HYZD

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

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $145M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DWAM

Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

HHM Wealth Advisors's HYZD Position: Q2 2026 in Review

HHM Wealth Advisors held its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) position steady in Q2 2026 at 1,656 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

HHM Wealth Advisors first reported a position in HYZD in Q2 2025 and has held it in 5 quarters since. The position peaked at $231K in Q2 2025. 14 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

HHM Wealth Advisors held 1,656 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $37.3K as of Q2 2026.
HHM Wealth Advisors 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 ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #431 holding.
HHM Wealth Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2025 and has held it in 5 quarters since.
HHM Wealth Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $231K in Q2 2025.
14 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.