MML Investors Services
HYZD icon

MML Investors Services’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

MML Investors Services’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 		$1.36M Buy
60,330
+15,433
+34% +$348K ﹤0.01% 1808
2026
Q1 		$988K Sell
44,897
-87,669
-66% -$1.97M ﹤0.01% 1790
2025
Q4 		$2.99M Buy
132,566
+44,311
+50% +$996K 0.01% 1162
2025
Q3 		$1.98M Buy
88,255
+23,451
+36% +$527K 0.01% 1328
2025
Q2 		$1.45M Buy
64,804
+19,168
+42% +$422K ﹤0.01% 1448
2025
Q1 		$999K Buy
45,636
+15,645
+52% +$350K ﹤0.01% 1579
2024
Q4 		$667K Sell
29,991
-456
-1% -$10.2K ﹤0.01% 1754
2024
Q3 		$674K Sell
30,447
-3,089
-9% -$67.8K ﹤0.01% 1682
2024
Q2 		$733K Sell
33,536
-6,202
-16% -$136K ﹤0.01% 1571
2024
Q1 		$875K Sell
39,738
-1,837
-4% -$40.1K ﹤0.01% 1488
2023
Q4 		$899K Sell
41,575
-2,145
-5% -$45.6K ﹤0.01% 1431
2023
Q3 		$923K Sell
43,720
-7,482
-15% -$159K 0.01% 1264
2023
Q2 		$1.08M Buy
51,202
+1,783
+4% +$36.8K 0.01% 1200
2023
Q1 		$1.03M Sell
49,419
-7,898
-14% -$165K 0.01% 1059
2022
Q4 		$1.19M Buy
57,317
+13,060
+30% +$271K 0.01% 1059
2022
Q3 		$890K Buy
44,257
+1,379
+3% +$28.5K 0.01% 1112
2022
Q2 		$853K Buy
42,878
+7,708
+22% +$163K 0.01% 1121
2022
Q1 		$771K Buy
35,170
+2,837
+9% +$61.7K 0.01% 1213
2021
Q4 		$720K Buy
32,333
+3,698
+13% +$82K 0.01% 1214
2021
Q3 		$637K Buy
28,635
+1,985
+7% +$44K 0.01% 1233
2021
Q2 		$593K Sell
26,650
-1,951
-7% -$43.2K 0.01% 1236
2021
Q1 		$633K Buy
28,601
+8,916
+45% +$196K 0.01% 1147
2020
Q4 		$430K Buy
19,685
+8,536
+77% +$183K ﹤0.01% 1233
2020
Q3 		$232K Buy
+11,149
New +$233K ﹤0.01% 1415
2020
Q1 		– Sell
-10,315
Closed -$239K – 1464
2019
Q4 		$239K Buy
10,315
+956
+10% +$22K ﹤0.01% 1347
2019
Q3 		$215K Sell
9,359
-3,413
-27% -$79.1K ﹤0.01% 1369
2019
Q2 		$298K Buy
12,772
+120
+0.9% +$2.81K ﹤0.01% 1289
2019
Q1 		$294K Sell
12,652
-880
-7% -$20.5K ﹤0.01% 1272
2018
Q4 		$303K Sell
13,532
-466
-3% -$11K 0.01% 1168
2018
Q3 		$339K Buy
13,998
+2,884
+26% +$69.5K 0.01% 1213
2018
Q2 		$266K Buy
+11,114
New +$267K 0.01% 1148

Other funds holding HYZD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

MML Investors Services's HYZD Position: Q2 2026 in Review

MML Investors Services increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 34% in Q2 2026, buying an estimated $348K and bringing the position to 60,330 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

MML Investors Services first reported a position in HYZD in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.99M in Q4 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • MML Investors Services held 60,330 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.36M as of Q2 2026.
  • MML Investors Services bought 15,433 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $348K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1808 holding.
  • MML Investors Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2018 and has held it in 31 quarters since.
  • MML Investors Services's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $2.99M in Q4 2025.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.