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Northwestern Mutual Wealth Management’s
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
Stock Holding History
Northwestern Mutual Wealth Management’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
2025
Q2
–
Sell
-95
Closed
-$2.08K
–
3818
2025
Q1
$2.08K
Sell
95
-1,486
-94%
-$33.2K
﹤0.01%
3144
2024
Q4
$35.2K
Hold
1,581
–
–
﹤0.01%
2313
2024
Q3
$35K
Hold
1,581
–
–
﹤0.01%
2281
2024
Q2
$34.6K
Hold
1,581
–
–
﹤0.01%
2222
2024
Q1
$34.8K
Hold
1,581
–
–
﹤0.01%
2224
2023
Q4
$34.2K
Hold
1,581
–
–
﹤0.01%
2204
2023
Q3
$33.4K
Hold
1,581
–
–
﹤0.01%
2117
2023
Q2
$33.2K
Buy
+1,581
New
+$32.6K
﹤0.01%
2137
2019
Q4
–
Sell
-1
Closed
–
–
2492
2019
Q3
$0
Hold
1
–
–
﹤0.01%
2565
2019
Q2
$0
Buy
+1
New
+$23
﹤0.01%
2596
Other funds holding HYZD
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$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BRWA
B. Riley Wealth Advisors
Boca Raton, Florida
$1.55B AUM
28.47%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
IWC
Integrated Wealth Concepts
Waltham, Massachusetts
$12.5B AUM
18.49%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
EH
Equitable Holdings
New York
$15.5B AUM
19.09%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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