McIlrath & Eck’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

McIlrath & Eck’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	$4.56K	Hold	207	–	–	﹤0.01%	1238
2025 Q4	$4.66K	Hold	207	–	–	﹤0.01%	787
2025 Q3	$4.65K	Hold	207	–	–	﹤0.01%	758
2025 Q2	$4.63K	Hold	207	–	–	﹤0.01%	726
2025 Q1	$4.53K	Hold	207	–	–	﹤0.01%	734
2024 Q4	$4.6K	Hold	207	–	–	﹤0.01%	774
2024 Q3	$4.58K	Hold	207	–	–	﹤0.01%	759
2024 Q2	$4.53K	Buy	+207	New	+$4.55K	﹤0.01%	730

Other funds holding HYZD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

McIlrath & Eck's HYZD Position: Q1 2026 in Review

McIlrath & Eck held its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) position steady in Q1 2026 at 207 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

McIlrath & Eck first reported a position in HYZD in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.66K in Q4 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

McIlrath & Eck held 207 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $4.56K as of Q1 2026.
McIlrath & Eck left its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1238 holding.
McIlrath & Eck first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2024 and has held it in 8 quarters since.
McIlrath & Eck's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $4.66K in Q4 2025.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.