Osaic Holdings’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Osaic Holdings’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	$1.78M	Buy	78,891 +4,561	+6%	+$103K	﹤0.01%	2424
2026 Q1	$1.64M	Buy	74,330 +14,453	+24%	+$325K	﹤0.01%	2246
2025 Q4	$1.35M	Buy	59,877 +288	+0.5%	+$6.48K	﹤0.01%	2424
2025 Q3	$1.34M	Sell	59,589 -27,684	-32%	-$622K	﹤0.01%	2533
2025 Q2	$1.95M	Sell	87,273 -27,983	-24%	-$615K	﹤0.01%	1921
2025 Q1	$2.52M	Buy	115,256 +79,278	+220%	+$1.77M	0.01%	1486
2024 Q4	$800K	Buy	35,978 +5,421	+18%	+$121K	﹤0.01%	2382
2024 Q3	$677K	Buy	30,557 +8,196	+37%	+$180K	﹤0.01%	2584
2024 Q2	$489K	Sell	22,361 -71,374	-76%	-$1.57M	﹤0.01%	2790
2024 Q1	$2.07M	Sell	93,735 -23,405	-20%	-$511K	﹤0.01%	1674
2023 Q4	$2.53M	Sell	117,140 -282,547	-71%	-$6.01M	﹤0.01%	1684
2023 Q3	$8.44M	Buy	399,687 +149,734	+60%	+$3.18M	0.01%	958
2023 Q2	$5.25M	Sell	249,953 -31,883	-11%	-$658K	0.01%	1143
2023 Q1	$5.85M	Buy	281,836 +14,998	+6%	+$313K	0.01%	1055
2022 Q4	$5.52M	Buy	266,838 +51,576	+24%	+$1.07M	0.01%	1033
2022 Q3	$4.33M	Sell	215,262 -48,596	-18%	-$1M	0.01%	1102
2022 Q2	$5.25M	Buy	263,858 +1,008	+0.4%	+$21.3K	0.01%	1007
2022 Q1	$5.76M	Sell	262,850 -18,514	-7%	-$403K	0.01%	1087
2021 Q4	$6.27M	Buy	281,364 +47,899	+21%	+$1.06M	0.01%	982
2021 Q3	$5.19M	Buy	233,465 +16,820	+8%	+$373K	0.01%	1028
2021 Q2	$4.82M	Buy	216,645 +17,709	+9%	+$392K	0.01%	1062
2021 Q1	$4.4M	Buy	198,936 +18,694	+10%	+$411K	0.01%	1035
2020 Q4	$3.93M	Buy	180,242 +59,733	+50%	+$1.28M	0.01%	986
2020 Q3	$2.5M	Sell	120,509 -29,640	-20%	-$619K	0.01%	1172
2020 Q2	$3.02M	Sell	150,149 -6,838	-4%	-$137K	0.01%	989
2020 Q1	$2.93M	Buy	+156,987	New	+$3.44M	0.01%	852

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

Osaic Holdings's HYZD Position: Q2 2026 in Review

Osaic Holdings increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 6.1% in Q2 2026, buying an estimated $103K and bringing the position to 78,891 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2424.

Osaic Holdings first reported a position in HYZD in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.44M in Q3 2023. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

Osaic Holdings held 78,891 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.78M as of Q2 2026.
Osaic Holdings bought 4,561 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $103K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2424 holding.
Osaic Holdings first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $8.44M in Q3 2023.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.