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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Raymond James Financial's HYZD Position: Q1 2026 in Review

Raymond James Financial reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 1.5% in Q1 2026, selling an estimated $22.5K and leaving 65,394 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3596.

Raymond James Financial first reported a position in HYZD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.5M in Q4 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

Raymond James Financial held 65,394 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.44M as of Q1 2026.
Raymond James Financial sold 1,002 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $22.5K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3596 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 6 quarters since.
Raymond James Financial's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.5M in Q4 2025.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.