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

REAP Financial 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
2025
Q2 		– Sell
-116
Closed -$2.53K – 534
2025
Q1 		$2.53K Buy
+116
New +$2.59K ﹤0.01% 473

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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

REAP Financial Group's HYZD Position: Q2 2025 in Review

REAP Financial Group sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2025, closing a stake of 116 shares — an estimated $2.53K sold.

REAP Financial Group first reported a position in HYZD in Q1 2025 and held it in 1 quarter. The position peaked at $2.53K in Q1 2025. 54 funds tracked by Wall St. Rank hold HYZD as of Q2 2025.

  • REAP Financial Group reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2025 after selling out during the quarter.
  • REAP Financial Group sold 116 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2025, an estimated $2.53K.
  • REAP Financial Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2025 and held it in 1 quarter.
  • REAP Financial Group's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $2.53K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2025.

Based on REAP Financial Group's 13F filing for Q2 2025, filed 23 Jul 2025.