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

Integrated Wealth Concepts’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 Q1	$3.74M	Buy	169,962 +10,459	+7%	+$235K	0.03%	517
2025 Q4	$3.59M	Buy	159,503 +5,985	+4%	+$135K	0.04%	380
2025 Q3	$3.45M	Buy	153,518 +5,669	+4%	+$127K	0.03%	486
2025 Q2	$3.31M	Buy	147,849 +7,456	+5%	+$164K	0.03%	461
2025 Q1	$3.07M	Buy	140,393 +3,729	+3%	+$83.4K	0.04%	460
2024 Q4	$3.04M	Buy	136,664 +11,507	+9%	+$257K	0.04%	431
2024 Q3	$2.77M	Buy	125,157 +6,600	+6%	+$145K	0.03%	453
2024 Q2	$2.59M	Buy	118,557 +13,184	+13%	+$290K	0.04%	432
2024 Q1	$2.32M	Buy	105,373 +38,691	+58%	+$844K	0.03%	472
2023 Q4	$1.44M	Buy	66,682 +1,127	+2%	+$24K	0.02%	594
2023 Q3	$1.38M	Buy	65,555 +5,313	+9%	+$113K	0.02%	571
2023 Q2	$1.27M	Buy	60,242 +4,684	+8%	+$96.6K	0.02%	599
2023 Q1	$1.15M	Buy	55,558 +2,382	+4%	+$49.7K	0.02%	561
2022 Q4	$1.1M	Buy	53,176 +8,693	+20%	+$181K	0.03%	451
2022 Q3	$895K	Sell	44,483 -46	-0.1%	-$951	0.03%	449
2022 Q2	$886K	Buy	+44,529	New	+$939K	0.03%	450

Other funds holding HYZD

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SAI

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

Integrated Wealth Concepts's HYZD Position: Q1 2026 in Review

Integrated Wealth Concepts increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 6.6% in Q1 2026, buying an estimated $235K and bringing the position to 169,962 shares worth $3.74M. The position accounts for 0.03% of the portfolio, ranked #517.

Integrated Wealth Concepts first reported a position in HYZD in Q2 2022 and has held it in 16 quarters since. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

Integrated Wealth Concepts held 169,962 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $3.74M as of Q1 2026.
Integrated Wealth Concepts bought 10,459 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $235K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #517 holding.
Integrated Wealth Concepts first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2022 and has held it in 16 quarters since.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.