Morgan Stanley
HYZD icon

Morgan Stanley’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Morgan Stanley’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 		$15.7M Buy
698,232
+8,411
+1% +$190K ﹤0.01% 3308
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
-69,841
-12% -$1.52M ﹤0.01% 3275
2023
Q4 		$12.4M Buy
571,384
+78,661
+16% +$1.67M ﹤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

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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Morgan Stanley's HYZD Position: Q2 2026 in Review

Morgan Stanley increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 1.2% in Q2 2026, buying an estimated $190K and bringing the position to 698,232 shares worth $15.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3308.

Morgan Stanley first reported a position in HYZD in Q3 2014 and has held it in 37 quarters since. The position peaked at $16.3M in Q2 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Morgan Stanley held 698,232 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $15.7M as of Q2 2026.
  • Morgan Stanley bought 8,411 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $190K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3308 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 37 quarters since.
  • Morgan Stanley's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $16.3M in Q2 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 Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.