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HYZD icon

Oppenheimer & Co’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Oppenheimer & Co’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
Q1 		– Sell
-9,262
Closed -$206K – 1616
2024
Q4 		$206K Sell
9,262
-265
-3% -$5.92K ﹤0.01% 1446
2024
Q3 		$211K Sell
9,527
-495
-5% -$10.9K ﹤0.01% 1388
2024
Q2 		$219K Sell
10,022
-4,266
-30% -$93.7K ﹤0.01% 1309
2024
Q1 		$315K Buy
14,288
+4,404
+45% +$96.1K 0.01% 1162
2023
Q4 		$214K Buy
+9,884
New +$210K ﹤0.01% 1265
2023
Q3 		– Sell
-14,245
Closed -$299K – 1418
2023
Q2 		$299K Sell
14,245
-1,840
-11% -$37.9K 0.01% 1157
2023
Q1 		$334K Buy
16,085
+4,497
+39% +$93.8K 0.01% 1102
2022
Q4 		$240K Buy
+11,588
New +$241K 0.01% 1172

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return