National Bank of Canada
HYZD icon

National Bank of Canada’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

National Bank of Canada’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
Q1 		$20.5K Hold
933
– – ﹤0.01% 2175
2025
Q4 		$21K Hold
933
– – ﹤0.01% 2140
2025
Q3 		$21K Hold
933
– – ﹤0.01% 2142
2025
Q2 		$20.8K Hold
933
– – ﹤0.01% 2166
2025
Q1 		$20.4K Hold
933
– – ﹤0.01% 2085
2024
Q4 		$20.8K Buy
933
+16
+2% +$358 ﹤0.01% 2170
2024
Q3 		$20.3K Hold
917
– – ﹤0.01% 1936
2024
Q2 		$20K Hold
917
– – ﹤0.01% 1968
2024
Q1 		$20.2K Hold
917
– – ﹤0.01% 2022
2023
Q4 		$19.8K Hold
917
– – ﹤0.01% 2020
2023
Q3 		$19.3K Sell
917
-9
-1% -$191 ﹤0.01% 2053
2023
Q2 		$19.5K Buy
+926
New +$19.1K ﹤0.01% 2018

Other funds holding HYZD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $514M AUM 17.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.55B AUM 28.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return