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Kestra Advisory Services’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Kestra Advisory Services’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 		$3.06M Buy
139,173
+9,484
+7% +$213K 0.01% 1046
2025
Q4 		$2.92M Buy
129,689
+45,844
+55% +$1.03M 0.01% 1003
2025
Q3 		$1.88M Buy
83,845
+69,541
+486% +$1.56M 0.01% 1190
2025
Q2 		$320K Sell
14,304
-2,554
-15% -$56.2K ﹤0.01% 2292
2025
Q1 		$369K Sell
16,858
-29,533
-64% -$660K ﹤0.01% 2025
2024
Q4 		$1.03M Buy
46,391
+6,254
+16% +$140K 0.01% 1400
2024
Q3 		$889K Sell
40,137
-708,856
-95% -$15.6M ﹤0.01% 1397
2024
Q2 		$16.4M Buy
748,993
+61,928
+9% +$1.36M 0.09% 236
2024
Q1 		$15.1M Buy
687,065
+587,488
+590% +$12.8M 0.1% 207
2023
Q4 		$2.15M Buy
99,577
+30,151
+43% +$641K 0.02% 760
2023
Q3 		$1.47M Sell
69,426
-13,755
-17% -$292K 0.01% 814
2023
Q2 		$1.75M Sell
83,181
-66,723
-45% -$1.38M 0.02% 726
2023
Q1 		$3.11M Buy
149,904
+56,233
+60% +$1.17M 0.03% 494
2022
Q4 		$1.94M Buy
93,671
+9,586
+11% +$199K 0.02% 760
2022
Q3 		$1.69M Buy
84,085
+67,826
+417% +$1.4M 0.02% 734
2022
Q2 		$324K Sell
16,259
-3,965
-20% -$83.6K ﹤0.01% 1571
2022
Q1 		$443K Sell
20,224
-385
-2% -$8.38K ﹤0.01% 1356
2021
Q4 		$459K Buy
20,609
+1,514
+8% +$33.6K ﹤0.01% 1366
2021
Q3 		$424K Buy
19,095
+4
+0% +$89 ﹤0.01% 1475
2021
Q2 		$425K Buy
+19,091
New +$423K ﹤0.01% 1364

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

Kestra Advisory Services's HYZD Position: Q1 2026 in Review

Kestra Advisory Services increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 7.3% in Q1 2026, buying an estimated $213K and bringing the position to 139,173 shares worth $3.06M. The position accounts for 0.01% of the portfolio, ranked #1046.

Kestra Advisory Services first reported a position in HYZD in Q2 2021 and has held it in 20 quarters since. The position peaked at $16.4M in Q2 2024. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

  • Kestra Advisory Services held 139,173 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $3.06M as of Q1 2026.
  • Kestra Advisory Services bought 9,484 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $213K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1046 holding.
  • Kestra Advisory Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2021 and has held it in 20 quarters since.
  • Kestra Advisory Services's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $16.4M in Q2 2024.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.