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 $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.55B AUM 28.47% 1-Year Est. Return

Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return

Cetera Investment Advisers

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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return