JY
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Jeff Yass’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Jeff Yass’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
-115,633
Closed -$2.53M – 13124
2025
Q1 		$2.53M Buy
115,633
+105,898
+1,088% +$2.37M ﹤0.01% 5011
2024
Q4 		$217K Sell
9,735
-58,706
-86% -$1.31M ﹤0.01% 10551
2024
Q3 		$1.52M Buy
+68,441
New +$1.5M ﹤0.01% 5888
2023
Q3 		– Sell
-19,811
Closed -$416K – 12412
2023
Q2 		$416K Buy
19,811
+5,752
+41% +$119K ﹤0.01% 8742
2023
Q1 		$292K Sell
14,059
-2,990
-18% -$62.4K ﹤0.01% 9783
2022
Q4 		$352K Buy
+17,049
New +$354K ﹤0.01% 8707
2022
Q3 		– Sell
-39,019
Closed -$776K – 13598
2022
Q2 		$776K Buy
+39,019
New +$823K ﹤0.01% 7155
2021
Q1 		– Sell
-55,173
Closed -$1.2M – 12484
2020
Q4 		$1.2M Sell
55,173
-7,682
-12% -$164K ﹤0.01% 6279
2020
Q3 		$1.3M Sell
62,855
-7,492
-11% -$156K ﹤0.01% 5484
2020
Q2 		$1.42M Sell
70,347
-21,185
-23% -$425K ﹤0.01% 5149
2020
Q1 		$1.71M Buy
91,532
+80,430
+724% +$1.76M ﹤0.01% 4252
2019
Q4 		$257K Sell
11,102
-11,950
-52% -$275K ﹤0.01% 8314
2019
Q3 		$530K Buy
23,052
+11,869
+106% +$275K ﹤0.01% 7176
2019
Q2 		$261K Sell
11,183
-21,275
-66% -$498K ﹤0.01% 8591
2019
Q1 		$755K Sell
32,458
-27,977
-46% -$652K ﹤0.01% 5536
2018
Q4 		$1.35M Buy
+60,435
New +$1.42M ﹤0.01% 4153
2017
Q3 		– Sell
-9,191
Closed -$221K – 9164
2017
Q2 		$221K Buy
+9,191
New +$221K ﹤0.01% 8113
2015
Q3 		– Sell
-12,337
Closed -$293K – 9830
2015
Q2 		$293K Sell
12,337
-1,185
-9% -$28.5K ﹤0.01% 8578
2015
Q1 		$324K Buy
13,522
+2,365
+21% +$56.3K ﹤0.01% 7841
2014
Q4 		$258K Buy
+11,157
New +$269K ﹤0.01% 8382

Other funds holding HYZD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jeff Yass's HYZD Position: Q2 2025 in Review

Jeff Yass sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2025, closing a stake of 115,633 shares — an estimated $2.53M sold.

Jeff Yass first reported a position in HYZD in Q4 2014 and held it in 20 quarters. The position peaked at $2.53M in Q1 2025. 54 funds tracked by Wall St. Rank hold HYZD as of Q2 2025.

  • Jeff Yass reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Jeff Yass sold 115,633 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2025, an estimated $2.53M.
  • Jeff Yass first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2014 and held it in 20 quarters.
  • Jeff Yass's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $2.53M in Q1 2025.
  • 54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2025.

Based on Susquehanna International Group's 13F filing for Q2 2025, filed 14 Aug 2025.