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Private Advisor Group’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Private Advisor Group’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 		$370K Sell
16,437
-161
-1% -$3.63K ﹤0.01% 1988
2026
Q1 		$365K Sell
16,598
-4,504
-21% -$101K ﹤0.01% 2058
2025
Q4 		$475K Buy
21,102
+1,375
+7% +$30.9K ﹤0.01% 1850
2025
Q3 		$443K Sell
19,727
-1,679
-8% -$37.7K ﹤0.01% 1838
2025
Q2 		$479K Buy
21,406
+222
+1% +$4.88K ﹤0.01% 1716
2025
Q1 		$464K Buy
21,184
+416
+2% +$9.3K ﹤0.01% 1639
2024
Q4 		$462K Sell
20,768
-12,348
-37% -$276K ﹤0.01% 1621
2024
Q3 		$733K Sell
33,116
-1,981
-6% -$43.5K ﹤0.01% 1410
2024
Q2 		$767K Sell
35,097
-3,162
-8% -$69.5K 0.01% 1325
2024
Q1 		$843K Sell
38,259
-55,505
-59% -$1.21M 0.01% 1241
2023
Q4 		$2.03M Sell
93,764
-33,537
-26% -$713K 0.02% 758
2023
Q3 		$2.69M Buy
127,301
+1,621
+1% +$34.4K 0.02% 607
2023
Q2 		$2.67M Buy
125,680
+26,826
+27% +$553K 0.02% 605
2023
Q1 		$2.05M Sell
98,854
-178
-0.2% -$3.71K 0.02% 666
2022
Q4 		$1.47M Sell
99,032
-1,962
-2% -$40.8K 0.07% 271
2022
Q3 		$2.03M Buy
100,994
+745
+0.7% +$15.4K 0.02% 616
2022
Q2 		$2M Sell
100,249
-31,829
-24% -$671K 0.02% 761
2022
Q1 		$2.9M Buy
132,078
+35,165
+36% +$765K 0.02% 642
2021
Q4 		$2.16M Buy
+96,913
New +$2.15M 0.02% 774
2020
Q3 		– Sell
-9,039
Closed -$182K – 2435
2020
Q2 		$182K Sell
9,039
-1,129
-11% -$22.6K ﹤0.01% 1405
2020
Q1 		$190K Sell
10,168
-138,948
-93% -$3.04M ﹤0.01% 1242
2019
Q4 		$3.46M Sell
149,116
-2,731
-2% -$62.9K 0.05% 371
2019
Q3 		$3.49M Buy
151,847
+3,250
+2% +$75.3K 0.05% 362
2019
Q2 		$3.46M Buy
148,597
+24,100
+19% +$564K 0.06% 318
2019
Q1 		$2.9M Buy
124,497
+4,285
+4% +$99.8K 0.06% 335
2018
Q4 		$2.69M Sell
120,212
-6,029
-5% -$142K 0.07% 297
2018
Q3 		$3.06M Buy
126,241
+103,415
+453% +$2.49M 0.06% 309
2018
Q2 		$544K Sell
22,826
-85,871
-79% -$2.07M 0.01% 719
2018
Q1 		$2.6M Buy
108,697
+87,968
+424% +$2.12M 0.1% 202
2017
Q4 		$503K Buy
+20,729
New +$501K 0.02% 660

Other funds holding HYZD

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Private Advisor Group's HYZD Position: Q2 2026 in Review

Private Advisor Group reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 0.97% in Q2 2026, selling an estimated $3.63K and leaving 16,437 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Private Advisor Group first reported a position in HYZD in Q4 2017 and has held it in 30 quarters since. The position peaked at $3.49M in Q3 2019. 14 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Private Advisor Group held 16,437 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $370K as of Q2 2026.
  • Private Advisor Group sold 161 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $3.63K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1988 holding.
  • Private Advisor Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2017 and has held it in 30 quarters since.
  • Private Advisor Group's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $3.49M in Q3 2019.
  • 14 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.