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

Optima 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
2026 Q1	–	Sell	-157	Closed	-$3.54K	–	680
2025 Q4	$3.54K	Buy	+157	New	+$3.53K	﹤0.01%	668
2025 Q2	–	Sell	-23,333	Closed	-$511K	–	157
2025 Q1	$511K	Buy	+23,333	New	+$522K	0.33%	75

Other funds holding HYZD

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

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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWC

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

Optima Capital's HYZD Position: Q1 2026 in Review

Optima Capital sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2026, closing a stake of 157 shares — an estimated $3.54K sold.

Optima Capital first reported a position in HYZD in Q1 2025 and held it in 2 quarters. The position peaked at $511K in Q1 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

Optima Capital reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 157 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $3.54K.
Optima Capital first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2025 and held it in 2 quarters.
Optima Capital's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $511K in Q1 2025.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.