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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $599M AUM 24.4% 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 $1.87B AUM 37.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $777B AUM 61.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

NewEdge Advisors's HYZD Position: Q1 2026 in Review

NewEdge Advisors reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 2.4% in Q1 2026, selling an estimated $17.9K and leaving 32,035 shares worth $705K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

NewEdge Advisors first reported a position in HYZD in Q2 2025 and has held it in 4 quarters since. The position peaked at $796K in Q3 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

  • NewEdge Advisors held 32,035 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $705K as of Q1 2026.
  • NewEdge Advisors sold 798 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $17.9K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1728 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 4 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 Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.