Melone Private Wealth
HYZD icon

Melone Private Wealth’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Melone Private Wealth’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 		$252K Buy
11,280
+162
+1% +$3.66K 0.1% 53
2026
Q2 		$250K Buy
11,118
+161
+1% +$3.63K 0.1% 56
2026
Q1 		$241K Buy
10,957
+155
+1% +$3.48K 0.1% 58
2025
Q4 		$243K Buy
10,802
+163
+2% +$3.66K 0.1% 55
2025
Q3 		$239K Buy
10,639
+157
+1% +$3.52K 0.11% 52
2025
Q2 		$234K Buy
10,482
+162
+2% +$3.56K 0.12% 48
2025
Q1 		$226K Buy
10,320
+155
+2% +$3.47K 0.12% 47
2024
Q4 		$226K Buy
10,165
+161
+2% +$3.6K 0.12% 47
2024
Q3 		$221K Buy
10,004
+157
+2% +$3.45K 0.12% 47
2024
Q2 		$215K Buy
9,847
+147
+2% +$3.23K 0.13% 47
2024
Q1 		$214K Buy
9,700
+138
+1% +$3.01K 0.13% 47
2023
Q4 		$207K Buy
+9,562
New +$203K 0.13% 48

Other funds holding HYZD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return
Iams Wealth Management
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Melone Private Wealth's HYZD Position: Q3 2026 in Review

Melone Private Wealth increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 1.5% in Q3 2026, buying an estimated $3.66K and bringing the position to 11,280 shares worth $252K. The position accounts for 0.1% of the portfolio, ranked #53.

Melone Private Wealth first reported a position in HYZD in Q4 2023 and has held it in 12 quarters since. 31 funds tracked by Wall St. Rank hold HYZD as of Q3 2026.

  • Melone Private Wealth held 11,280 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $252K as of Q3 2026.
  • Melone Private Wealth bought 162 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2026, an estimated $3.66K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.1% of Melone Private Wealth's portfolio in Q3 2026, its #53 holding.
  • Melone Private Wealth first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2023 and has held it in 12 quarters since.
  • 31 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.