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
2026 Q2	$360	Buy	+16	New	+$361	﹤0.01%	3918
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

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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

BRWA

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Northwestern Mutual Wealth Management's HYZD Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2026: 16 shares worth $360. The stake represents ﹤0.01% of the portfolio and ranks #3918 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in HYZD as recently as Q1 2025.

Northwestern Mutual Wealth Management first reported a position in HYZD in Q2 2019 and has held it in 11 quarters since. The position peaked at $35.2K in Q4 2024. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

Northwestern Mutual Wealth Management held 16 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $360 as of Q2 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund was a new Northwestern Mutual Wealth Management position in Q2 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3918 holding.
Northwestern Mutual Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2019 and has held it in 11 quarters since.
Northwestern Mutual Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $35.2K in Q4 2024.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.