Old Mission Capital’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Old Mission Capital’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 Q3	–	Sell	-17,781	Closed	-$398K	–	1174
2025 Q2	$398K	Sell	17,781 -5,607	-24%	-$123K	0.01%	800
2025 Q1	$512K	Buy	+23,388	New	+$523K	0.01%	605
2024 Q2	–	Sell	-11,660	Closed	-$257K	–	1481
2024 Q1	$257K	Sell	11,660 -43,694	-79%	-$953K	﹤0.01%	978
2023 Q4	$1.2M	Buy	+55,354	New	+$1.18M	0.02%	490
2022 Q3	–	Sell	-15,842	Closed	-$315K	–	1125
2022 Q2	$315K	Buy	+15,842	New	+$334K	0.01%	936

Other funds holding HYZD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Old Mission Capital's HYZD Position: Q3 2025 in Review

Old Mission Capital sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2025, closing a stake of 17,781 shares — an estimated $398K sold.

Old Mission Capital first reported a position in HYZD in Q2 2022 and held it in 5 quarters. The position peaked at $1.2M in Q4 2023. 55 funds tracked by Wall St. Rank hold HYZD as of Q3 2025.

Old Mission Capital reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2025 after selling out during the quarter.
Old Mission Capital sold 17,781 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2025, an estimated $398K.
Old Mission Capital first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2022 and held it in 5 quarters.
Old Mission Capital's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.2M in Q4 2023.
55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2025.

Based on Old Mission Capital's 13F filing for Q3 2025, filed 14 Nov 2025.