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McAdam LLC’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

McAdam LLC’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 		$1.09M Buy
49,408
+572
+1% +$12.9K 0.05% 152
2025
Q4 		$1.1M Sell
48,836
-1,446
-3% -$32.5K 0.05% 146
2025
Q3 		$1.13M Sell
50,282
-1,606
-3% -$36.1K 0.06% 133
2025
Q2 		$1.16M Sell
51,888
-2,252
-4% -$49.5K 0.06% 127
2025
Q1 		$1.19M Sell
54,140
-4,941
-8% -$110K 0.07% 118
2024
Q4 		$1.31M Sell
59,081
-5,293
-8% -$118K 0.07% 117
2024
Q3 		$1.43M Sell
64,374
-11,454
-15% -$251K 0.08% 109
2024
Q2 		$1.66M Sell
75,828
-1,603
-2% -$35.2K 0.1% 90
2024
Q1 		$1.71M Sell
77,431
-2,183
-3% -$47.6K 0.11% 90
2023
Q4 		$1.72M Sell
79,614
-4,648
-6% -$98.8K 0.12% 82
2023
Q3 		$1.78M Sell
84,262
-2,305
-3% -$48.9K 0.15% 80
2023
Q2 		$1.82M Sell
86,567
-4,173
-5% -$86.1K 0.15% 81
2023
Q1 		$1.88M Sell
90,740
-73,331
-45% -$1.53M 0.17% 80
2022
Q4 		$3.65M Buy
164,071
+57,403
+54% +$1.19M 0.36% 43
2022
Q3 		$2.15M Sell
106,668
-13,390
-11% -$277K 0.23% 69
2022
Q2 		$2.39M Sell
120,058
-37,811
-24% -$797K 0.25% 64
2022
Q1 		$3.46M Sell
157,869
-6,202
-4% -$135K 0.33% 45
2021
Q4 		$3.65M Sell
164,071
-5,205
-3% -$115K 0.36% 43
2021
Q3 		$3.76M Sell
169,276
-5,635
-3% -$125K 0.42% 41
2021
Q2 		$3.87M Sell
174,911
-7,583
-4% -$168K 0.44% 41
2021
Q1 		$4.04M Sell
182,494
-6,339
-3% -$140K 0.57% 32
2020
Q4 		$4.12M Sell
188,833
-251,850
-57% -$5.39M 0.63% 27
2020
Q3 		$9.15M Buy
440,683
+40,274
+10% +$841K 1.74% 13
2020
Q2 		$8.06M Buy
400,409
+26,679
+7% +$535K 1.71% 13
2020
Q1 		$6.98M Buy
373,730
+31,697
+9% +$694K 1.88% 13
2019
Q4 		$7.92M Buy
342,033
+28,013
+9% +$645K 1.91% 13
2019
Q3 		$7.23M Buy
314,020
+74,680
+31% +$1.73M 1.97% 14
2019
Q2 		$5.58M Buy
239,340
+25,951
+12% +$608K 1.67% 16
2019
Q1 		$4.96M Buy
213,389
+25,365
+13% +$591K 1.65% 17
2018
Q4 		$4.21M Buy
+188,024
New +$4.43M 1.66% 17

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

McAdam LLC's HYZD Position: Q1 2026 in Review

McAdam LLC increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 1.2% in Q1 2026, buying an estimated $12.9K and bringing the position to 49,408 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #152.

McAdam LLC first reported a position in HYZD in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.15M in Q3 2020. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

  • McAdam LLC held 49,408 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.09M as of Q1 2026.
  • McAdam LLC bought 572 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $12.9K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.05% of McAdam LLC's portfolio in Q1 2026, its #152 holding.
  • McAdam LLC first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2018 and has held it in 30 quarters since.
  • McAdam LLC's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $9.15M in Q3 2020.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.