NA
HYZD icon

NewEdge Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

NewEdge Advisors’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 		$564K Sell
25,042
-6,993
-22% -$158K ﹤0.01% 2061
2026
Q1 		$705K Sell
32,035
-798
-2% -$17.9K ﹤0.01% 1728
2025
Q4 		$740K Sell
32,833
-2,581
-7% -$58K ﹤0.01% 1674
2025
Q3 		$796K Buy
35,414
+30,189
+578% +$678K ﹤0.01% 1537
2025
Q2 		$117K Buy
+5,225
New +$115K ﹤0.01% 2373

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

NewEdge Advisors's HYZD Position: Q2 2026 in Review

NewEdge Advisors reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 22% in Q2 2026, selling an estimated $158K and leaving 25,042 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

NewEdge Advisors first reported a position in HYZD in Q2 2025 and has held it in 5 quarters since. The position peaked at $796K in Q3 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • NewEdge Advisors held 25,042 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $564K as of Q2 2026.
  • NewEdge Advisors sold 6,993 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $158K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2061 holding.
  • NewEdge Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2025 and has held it in 5 quarters since.
  • NewEdge Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $796K in Q3 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.