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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Oppenheimer & Co's HYZD Position: Q1 2025 in Review

Oppenheimer & Co sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2025, closing a stake of 9,262 shares — an estimated $206K sold.

Oppenheimer & Co first reported a position in HYZD in Q4 2022 and held it in 8 quarters. The position peaked at $334K in Q1 2023. 56 funds tracked by Wall St. Rank hold HYZD as of Q1 2025.

Oppenheimer & Co reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2025 after selling out during the quarter.
Oppenheimer & Co sold 9,262 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2025, an estimated $206K.
Oppenheimer & Co first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2022 and held it in 8 quarters.
Oppenheimer & Co's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $334K in Q1 2023.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2025.

Based on Oppenheimer & Co's 13F filing for Q1 2025, filed 23 Apr 2025.