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Prospera Financial Services’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Prospera Financial Services’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 		$1.61M Buy
71,450
+1,746
+3% +$39.3K 0.02% 576
2026
Q1 		$1.53M Sell
69,704
-652
-0.9% -$14.7K 0.02% 575
2025
Q4 		$1.59M Sell
70,356
-807
-1% -$18.1K 0.03% 540
2025
Q3 		$1.6M Sell
71,163
-1,420
-2% -$31.9K 0.03% 534
2025
Q2 		$1.62M Sell
72,583
-2,705
-4% -$59.5K 0.03% 518
2025
Q1 		$1.65M Buy
75,288
+3,657
+5% +$81.8K 0.04% 430
2024
Q4 		$1.59M Buy
71,631
+56,986
+389% +$1.27M 0.04% 418
2024
Q3 		$324K Buy
+14,645
New +$321K 0.01% 892
2020
Q4 		– Sell
-20,452
Closed -$425K – 1073
2020
Q3 		$425K Hold
20,452
– – 0.16% 114
2020
Q2 		$412K Sell
20,452
-594
-3% -$11.9K 0.04% 387
2020
Q1 		$393K Sell
21,046
-4,049
-16% -$88.6K 0.04% 352
2019
Q4 		$581K Hold
25,095
– – 0.04% 352
2019
Q3 		$577K Buy
25,095
+856
+4% +$19.8K 0.06% 277
2019
Q2 		$565K Hold
24,239
– – 0.06% 263
2019
Q1 		$570K Buy
24,239
+536
+2% +$12.5K 0.19% 149
2018
Q4 		$531K Buy
23,703
+142
+0.6% +$3.35K 0.11% 189
2018
Q3 		$564K Hold
23,561
– – 0.11% 196
2018
Q2 		$564K Buy
23,561
+884
+4% +$21.3K 0.08% 211
2018
Q1 		$542K Buy
+22,677
New +$546K 0.08% 225

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Prospera Financial Services's HYZD Position: Q2 2026 in Review

Prospera Financial Services increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 2.5% in Q2 2026, buying an estimated $39.3K and bringing the position to 71,450 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #576.

Prospera Financial Services first reported a position in HYZD in Q1 2018 and has held it in 19 quarters since. The position peaked at $1.65M in Q1 2025. 6 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Prospera Financial Services held 71,450 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.61M as of Q2 2026.
  • Prospera Financial Services bought 1,746 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $39.3K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #576 holding.
  • Prospera Financial Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2018 and has held it in 19 quarters since.
  • Prospera Financial Services's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.65M in Q1 2025.
  • 6 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.