Janney Montgomery Scott
HYZD icon

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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Janney Montgomery Scott's HYZD Position: Q1 2026 in Review

Janney Montgomery Scott increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 10% in Q1 2026, buying an estimated $101K and bringing the position to 48,738 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Janney Montgomery Scott first reported a position in HYZD in Q4 2025 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

  • Janney Montgomery Scott held 48,738 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.07M as of Q1 2026.
  • Janney Montgomery Scott bought 4,494 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $101K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1610 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 2 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 Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.