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 Q3	$2.36M	Sell	105,682 -30,455	-22%	-$688K	0.01%	1336
2026 Q2	$3.06M	Sell	136,137 -3,036	-2%	-$68.4K	0.01%	1110
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Cedrus Wealth Group LLC Andover, Minnesota $129M AUM 13.93% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

Kestra Advisory Services's HYZD Position: Q3 2026 in Review

Kestra Advisory Services reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 22% in Q3 2026, selling an estimated $688K and leaving 105,682 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #1336.

Kestra Advisory Services first reported a position in HYZD in Q2 2021 and has held it in 22 quarters since. The position peaked at $16.4M in Q2 2024. 56 funds tracked by Wall St. Rank hold HYZD as of Q3 2026.

Kestra Advisory Services held 105,682 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $2.36M as of Q3 2026.
Kestra Advisory Services sold 30,455 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2026, an estimated $688K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1336 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 22 quarters since.
Kestra Advisory Services's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $16.4M in Q2 2024.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.