Moloney Securities Asset Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Moloney Securities Asset Management’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
2025 Q3	$488K	Buy	21,713 +336	+2%	+$7.54K	0.06%	277
2025 Q2	$479K	Sell	21,377 -35	-0.2%	-$770	0.06%	274
2025 Q1	$469K	Buy	21,412 +4,867	+29%	+$109K	0.06%	266
2024 Q4	$368K	Buy	16,545 +1,908	+13%	+$42.7K	0.05%	307
2024 Q3	$324K	Buy	14,637 +1,055	+8%	+$23.2K	0.04%	338
2024 Q2	$297K	Buy	13,582 +1,810	+15%	+$39.8K	0.04%	353
2024 Q1	$259K	Buy	11,772 +1,515	+15%	+$33K	0.04%	363
2023 Q4	$222K	Buy	+10,257	New	+$218K	0.04%	391
2023 Q2	–	Sell	-9,646	Closed	-$200K	–	439
2023 Q1	$200K	Buy	+9,646	New	+$201K	0.04%	380

Other funds holding HYZD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BRWA

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

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Moloney Securities Asset Management's HYZD Position: Q3 2025 in Review

Moloney Securities Asset Management increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 1.6% in Q3 2025, buying an estimated $7.54K and bringing the position to 21,713 shares worth $488K. The position accounts for 0.06% of the portfolio, ranked #277.

Moloney Securities Asset Management first reported a position in HYZD in Q1 2023 and has held it in 9 quarters since. 55 funds tracked by Wall St. Rank hold HYZD as of Q3 2025.

Moloney Securities Asset Management held 21,713 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $488K as of Q3 2025.
Moloney Securities Asset Management bought 336 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2025, an estimated $7.54K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.06% of Moloney Securities Asset Management's portfolio in Q3 2025, its #277 holding.
Moloney Securities Asset Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2023 and has held it in 9 quarters since.
55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.