Morgan Stanley’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.2M | Sell |
689,821
-20,469
| -3% | -$460K | ﹤0.01% | 3203 |
|
|
2025
Q4 | $16M | Sell |
710,290
-11,923
| -2% | -$268K | ﹤0.01% | 3141 |
|
|
2025
Q3 | $16.2M | Sell |
722,213
-5,361
| -0.7% | -$120K | ﹤0.01% | 3080 |
|
|
2025
Q2 | $16.3M | Sell |
727,574
-12,725
| -2% | -$280K | ﹤0.01% | 3006 |
|
|
2025
Q1 | $16.2M | Buy |
740,299
+168,871
| +30% | +$3.78M | ﹤0.01% | 2905 |
|
|
2024
Q4 | $12.7M | Sell |
571,428
-97
| -0% | -$2.17K | ﹤0.01% | 3188 |
|
|
2024
Q3 | $12.7M | Buy |
571,525
+62,705
| +12% | +$1.38M | ﹤0.01% | 3244 |
|
|
2024
Q2 | $11.1M | Buy |
508,820
+7,277
| +1% | +$160K | ﹤0.01% | 3241 |
|
|
2024
Q1 | $11M | Sell |
501,543
-641,225
| -56% | -$14M | ﹤0.01% | 3275 |
|
|
2023
Q4 | $24.7M | Buy |
1,142,768
+650,045
| +132% | +$13.8M | ﹤0.01% | 3145 |
|
|
2023
Q3 | $10.4M | Sell |
492,723
-14,065
| -3% | -$298K | ﹤0.01% | 3096 |
|
|
2023
Q2 | $10.7M | Sell |
506,788
-53,616
| -10% | -$1.11M | ﹤0.01% | 3096 |
|
|
2023
Q1 | $11.6M | Sell |
560,404
-7,947
| -1% | -$166K | ﹤0.01% | 3003 |
|
|
2022
Q4 | $11.7M | Sell |
568,351
-22,858
| -4% | -$475K | ﹤0.01% | 2922 |
|
|
2022
Q3 | $11.9M | Sell |
591,209
-189,303
| -24% | -$3.91M | ﹤0.01% | 2762 |
|
|
2022
Q2 | $15.5M | Buy |
780,512
+139,401
| +22% | +$2.94M | ﹤0.01% | 2567 |
|
|
2022
Q1 | $14.1M | Sell |
641,111
-25,933
| -4% | -$564K | ﹤0.01% | 2500 |
|
|
2021
Q4 | $14.9M | Buy |
667,044
+73,916
| +12% | +$1.64M | ﹤0.01% | 2495 |
|
|
2021
Q3 | $13.2M | Buy |
593,128
+172,258
| +41% | +$3.82M | ﹤0.01% | 2573 |
|
|
2021
Q2 | $9.37M | Buy |
420,870
+305,868
| +266% | +$6.77M | ﹤0.01% | 3068 |
|
|
2021
Q1 | $2.54M | Buy |
115,002
+63,272
| +122% | +$1.39M | ﹤0.01% | 4076 |
|
|
2020
Q4 | $1.13M | Sell |
51,730
-10,201
| -16% | -$218K | ﹤0.01% | 4586 |
|
|
2020
Q3 | $1.29M | Buy |
61,931
+19,629
| +46% | +$410K | ﹤0.01% | 4027 |
|
|
2020
Q2 | $852K | Sell |
42,302
-86,950
| -67% | -$1.74M | ﹤0.01% | 4283 |
|
|
2020
Q1 | $2.41M | Buy |
129,252
+94,700
| +274% | +$2.07M | ﹤0.01% | 3200 |
|
|
2019
Q4 | $801K | Sell |
34,552
-6,261
| -15% | -$144K | ﹤0.01% | 4667 |
|
|
2019
Q3 | $939K | Buy |
40,813
+3,864
| +10% | +$89.6K | ﹤0.01% | 4335 |
|
|
2019
Q2 | $861K | Buy |
36,949
+120
| +0.3% | +$2.81K | ﹤0.01% | 4305 |
|
|
2019
Q1 | $856K | Sell |
36,829
-11,411
| -24% | -$266K | ﹤0.01% | 4219 |
|
|
2018
Q4 | $1.08M | Sell |
48,240
-36,219
| -43% | -$853K | ﹤0.01% | 4214 |
|
|
2018
Q3 | $2.04M | Sell |
84,459
-9,098
| -10% | -$219K | ﹤0.01% | 3981 |
|
|
2018
Q2 | $2.24M | Sell |
93,557
-5,487
| -6% | -$132K | ﹤0.01% | 3968 |
|
|
2018
Q1 | $2.37M | Buy |
99,044
+57,482
| +138% | +$1.38M | ﹤0.01% | 3839 |
|
|
2017
Q4 | $1M | Buy |
41,562
+22,125
| +114% | +$535K | ﹤0.01% | 4536 |
|
|
2017
Q3 | $469K | Buy |
+19,437
| New | +$468K | ﹤0.01% | 4918 |
|
|
2014
Q4 | – | Sell |
-221
| Closed | -$5K | – | 6609 |
|
|
2014
Q3 | $5K | Buy |
+221
| New | +$5.51K | ﹤0.01% | 6321 |
|
Other funds holding HYZD
SL
BRWA
IWC
SAI
Morgan Stanley's HYZD Position: Q1 2026 in Review
Morgan Stanley reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 2.9% in Q1 2026, selling an estimated $460K and leaving 689,821 shares worth $15.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3203.
Morgan Stanley first reported a position in HYZD in Q3 2014 and has held it in 36 quarters since. The position peaked at $24.7M in Q4 2023. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.
- Morgan Stanley held 689,821 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $15.2M as of Q1 2026.
- Morgan Stanley sold 20,469 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $460K.
- WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3203 holding.
- Morgan Stanley first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2014 and has held it in 36 quarters since.
- Morgan Stanley's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $24.7M in Q4 2023.
- 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.