Raymond James Financial
HYZD icon

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

Raymond James Financial’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 		$2.42M Buy
107,334
+41,940
+64% +$945K ﹤0.01% 3352
2026
Q1 		$1.44M Sell
65,394
-1,002
-2% -$22.5K ﹤0.01% 3596
2025
Q4 		$1.5M Buy
66,396
+46,443
+233% +$1.04M ﹤0.01% 3503
2025
Q3 		$449K Sell
19,953
-44,983
-69% -$1.01M ﹤0.01% 4178
2025
Q2 		$1.45M Buy
64,936
+4,155
+7% +$91.4K ﹤0.01% 3316
2025
Q1 		$1.33M Sell
60,781
-5,860
-9% -$131K ﹤0.01% 3281
2024
Q4 		$1.48M Buy
+66,641
New +$1.49M ﹤0.01% 3185

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Raymond James Financial's HYZD Position: Q2 2026 in Review

Raymond James Financial increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 64% in Q2 2026, buying an estimated $945K and bringing the position to 107,334 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #3352.

Raymond James Financial first reported a position in HYZD in Q4 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Raymond James Financial held 107,334 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $2.42M as of Q2 2026.
  • Raymond James Financial bought 41,940 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $945K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3352 holding.
  • Raymond James Financial 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.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.