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

Private Trust Company’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	$156K	Hold	6,917	–	–	0.01%	914
2026 Q1	$152K	Hold	6,917	–	–	0.01%	875
2025 Q4	$156K	Buy	6,917 +905	+15%	+$20.3K	0.01%	847
2025 Q3	$135K	Hold	6,012	–	–	0.01%	893
2025 Q2	$135K	Hold	6,012	–	–	0.01%	856
2025 Q1	$132K	Hold	6,012	–	–	0.01%	845
2024 Q4	$134K	Buy	+6,012	New	+$134K	0.01%	820

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

Private Trust Company's HYZD Position: Q2 2026 in Review

Private Trust Company held its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) position steady in Q2 2026 at 6,917 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #914.

Private Trust Company first reported a position in HYZD in Q4 2024 and has held it in 7 quarters since. The position peaked at $156K in Q4 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

Private Trust Company held 6,917 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $156K as of Q2 2026.
Private Trust Company left its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #914 holding.
Private Trust Company first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2024 and has held it in 7 quarters since.
Private Trust Company's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $156K in Q4 2025.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.