Janney Montgomery Scott’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Janney Montgomery Scott’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	$1.35M	Buy	59,970 +11,232	+23%	+$253K	﹤0.01%	1738
2026 Q1	$1.07M	Buy	48,738 +4,494	+10%	+$101K	﹤0.01%	1610
2025 Q4	$997K	Buy	+44,244	New	+$995K	﹤0.01%	1725

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 22.96% 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

Janney Montgomery Scott's HYZD Position: Q2 2026 in Review

Janney Montgomery Scott increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 23% in Q2 2026, buying an estimated $253K and bringing the position to 59,970 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Janney Montgomery Scott first reported a position in HYZD in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

Janney Montgomery Scott held 59,970 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.35M as of Q2 2026.
Janney Montgomery Scott bought 11,232 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $253K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1738 holding.
Janney Montgomery Scott first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2025 and has held it in 3 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 Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.