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Principal Securities’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Principal Securities’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
Q2 		– Sell
-347
Closed -$7.72K – 3782
2025
Q1 		$7.72K Hold
347
– – ﹤0.01% 2624
2024
Q4 		$7.72K Buy
+347
New +$7.76K ﹤0.01% 2620

Other funds holding HYZD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Principal Securities's HYZD Position: Q2 2025 in Review

Principal Securities sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2025, closing a stake of 347 shares — an estimated $7.72K sold.

Principal Securities first reported a position in HYZD in Q4 2024 and held it in 2 quarters. The position peaked at $7.72K in Q1 2025. 54 funds tracked by Wall St. Rank hold HYZD as of Q2 2025.

  • Principal Securities reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 347 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2025, an estimated $7.72K.
  • Principal Securities first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2024 and held it in 2 quarters.
  • Principal Securities's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $7.72K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.