LPL Financial
HYZD icon

LPL Financial’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

LPL Financial’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 		$36M Buy
1,636,601
+155,111
+10% +$3.49M 0.01% 1076
2025
Q4 		$33.4M Buy
1,481,490
+325,481
+28% +$7.32M 0.01% 1078
2025
Q3 		$26M Buy
1,156,009
+135,149
+13% +$3.03M 0.01% 1196
2025
Q2 		$22.9M Buy
1,020,860
+3,719
+0.4% +$81.8K 0.01% 1175
2025
Q1 		$22.3M Buy
1,017,141
+283,707
+39% +$6.34M 0.01% 1089
2024
Q4 		$16.3M Buy
733,434
+140,009
+24% +$3.13M 0.01% 1205
2024
Q3 		$13.1M Sell
593,425
-732
-0.1% -$16.1K 0.01% 1281
2024
Q2 		$13M Buy
594,157
+127,100
+27% +$2.79M 0.01% 1201
2024
Q1 		$10.3M Buy
467,057
+49,887
+12% +$1.09M 0.01% 1307
2023
Q4 		$9.02M Buy
417,170
+168,955
+68% +$3.59M 0.01% 1316
2023
Q3 		$5.24M Buy
248,215
+11,446
+5% +$243K ﹤0.01% 1571
2023
Q2 		$4.98M Buy
236,769
+23,373
+11% +$482K ﹤0.01% 1566
2023
Q1 		$4.43M Sell
213,396
-11,656
-5% -$243K ﹤0.01% 1589
2022
Q4 		$4.65M Buy
225,052
+6,116
+3% +$127K ﹤0.01% 1506
2022
Q3 		$4.41M Sell
218,936
-240,724
-52% -$4.97M ﹤0.01% 1460
2022
Q2 		$9.15M Sell
459,660
-62,104
-12% -$1.31M 0.01% 1014
2022
Q1 		$11.4M Sell
521,764
-73,724
-12% -$1.6M 0.01% 921
2021
Q4 		$13.3M Buy
595,488
+146,191
+33% +$3.24M 0.01% 857
2021
Q3 		$9.99M Buy
449,297
+358,962
+397% +$7.96M 0.01% 973
2021
Q2 		$2.01M Buy
90,335
+3,244
+4% +$71.8K ﹤0.01% 1972
2021
Q1 		$1.93M Buy
87,091
+38,242
+78% +$842K ﹤0.01% 1862
2020
Q4 		$1.07M Buy
48,849
+22,658
+87% +$485K ﹤0.01% 2129
2020
Q3 		$544K Sell
26,191
-1,775
-6% -$37.1K ﹤0.01% 2389
2020
Q2 		$563K Sell
27,966
-9,598
-26% -$192K ﹤0.01% 2287
2020
Q1 		$701K Sell
37,564
-20,834
-36% -$456K ﹤0.01% 1865
2019
Q4 		$1.35M Sell
58,398
-234
-0.4% -$5.39K ﹤0.01% 1632
2019
Q3 		$1.35M Buy
58,632
+5,812
+11% +$135K ﹤0.01% 1526
2019
Q2 		$1.23M Sell
52,820
-2,965
-5% -$69.4K ﹤0.01% 1588
2019
Q1 		$1.3M Sell
55,785
-14,059
-20% -$327K ﹤0.01% 1478
2018
Q4 		$1.57M Buy
69,844
+8,156
+13% +$192K ﹤0.01% 1215
2018
Q3 		$1.49M Buy
61,688
+14,752
+31% +$355K ﹤0.01% 1372
2018
Q2 		$1.12M Buy
46,936
+36
+0.1% +$866 ﹤0.01% 1548
2018
Q1 		$1.12M Buy
46,900
+6,713
+17% +$162K ﹤0.01% 1515
2017
Q4 		$971K Buy
40,187
+9,761
+32% +$236K ﹤0.01% 1547
2017
Q3 		$734K Buy
30,426
+2,356
+8% +$56.7K ﹤0.01% 1657
2017
Q2 		$675K Buy
28,070
+10,655
+61% +$256K ﹤0.01% 1656
2017
Q1 		$415K Buy
17,415
+3,900
+29% +$93.5K ﹤0.01% 1958
2016
Q4 		$323K Buy
+13,515
New +$319K ﹤0.01% 2109

Other funds holding HYZD

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
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

LPL Financial's HYZD Position: Q1 2026 in Review

LPL Financial increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 10% in Q1 2026, buying an estimated $3.49M and bringing the position to 1,636,601 shares worth $36M. The position accounts for 0.01% of the portfolio, ranked #1076.

LPL Financial first reported a position in HYZD in Q4 2016 and has held it in 38 quarters since. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

  • LPL Financial held 1,636,601 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $36M as of Q1 2026.
  • LPL Financial bought 155,111 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $3.49M.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1076 holding.
  • LPL Financial first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2016 and has held it in 38 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.