MTM Financial Group’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

MTM Financial Group’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
2024 Q1	–	Sell	-12,915	Closed	-$260K	–	66
2023 Q4	$260K	Sell	12,915 -3,369	-21%	-$71.6K	0.19%	48
2023 Q3	$325K	Sell	16,284 -12,774	-44%	-$271K	0.27%	39
2023 Q2	$592K	Sell	29,058 -32,025	-52%	-$660K	0.5%	28
2023 Q1	$1.25M	Sell	61,083 -24,380	-29%	-$509K	1.1%	22
2022 Q4	$1.75M	Sell	85,463 -11,115	-12%	-$231K	1.52%	18
2022 Q3	$1.93M	Sell	96,578 -23,177	-19%	-$479K	1.74%	15
2022 Q2	$2.37M	Sell	119,755 -11,279	-9%	-$238K	2.08%	11
2022 Q1	$2.85M	Buy	+131,034	New	+$2.85M	2.99%	8

Other funds holding HYZD

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

BRWA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

IWC

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MTM Financial Group's HYZD Position: Q1 2024 in Review

MTM Financial Group sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2024, closing a stake of 12,915 shares — an estimated $260K sold.

MTM Financial Group first reported a position in HYZD in Q1 2022 and held it in 8 quarters. The position peaked at $2.85M in Q1 2022. 57 funds tracked by Wall St. Rank hold HYZD as of Q1 2024.

MTM Financial Group reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2024 after selling out during the quarter.
MTM Financial Group sold 12,915 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2024, an estimated $260K.
MTM Financial Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2022 and held it in 8 quarters.
MTM Financial Group's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $2.85M in Q1 2022.
57 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2024.

Based on MTM Financial Group's 13F filing for Q1 2024, filed 23 Jun 2026.