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Savvy Advisors Inc’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Savvy Advisors Inc’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 		$3.53M Buy
160,497
+17,483
+12% +$393K 0.09% 169
2025
Q4 		$3.22M Buy
+143,014
New +$3.22M 0.1% 140

Other funds holding HYZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
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

Savvy Advisors Inc's HYZD Position: Q1 2026 in Review

Savvy Advisors Inc increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 12% in Q1 2026, buying an estimated $393K and bringing the position to 160,497 shares worth $3.53M. The position accounts for 0.09% of the portfolio, ranked #169.

Savvy Advisors Inc first reported a position in HYZD in Q4 2025 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

  • Savvy Advisors Inc held 160,497 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $3.53M as of Q1 2026.
  • Savvy Advisors Inc bought 17,483 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $393K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.09% of Savvy Advisors Inc's portfolio in Q1 2026, its #169 holding.
  • Savvy Advisors Inc first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2025 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.