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 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%	+$3.67K	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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Melone Private Wealth's HYZD Position: Q2 2026 in Review

Melone Private Wealth increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 1.5% in Q2 2026, buying an estimated $3.63K and bringing the position to 11,118 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #56.

Melone Private Wealth first reported a position in HYZD in Q4 2023 and has held it in 11 quarters since. 6 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

Melone Private Wealth held 11,118 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $250K as of Q2 2026.
Melone Private Wealth bought 161 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $3.63K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.1% of Melone Private Wealth's portfolio in Q2 2026, its #56 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 11 quarters since.
6 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.