SS
HYZD icon

SBI Securities’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

SBI Securities’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 		$18.2K Buy
829
+30
+4% +$674 ﹤0.01% 1498
2025
Q4 		$18K Buy
799
+4
+0.5% +$90 ﹤0.01% 1483
2025
Q3 		$17.9K Buy
795
+207
+35% +$4.65K ﹤0.01% 1499
2025
Q2 		$13.2K Buy
588
+73
+14% +$1.61K ﹤0.01% 1590
2025
Q1 		$11.3K Buy
515
+28
+6% +$626 ﹤0.01% 1564
2024
Q4 		$10.8K Buy
+487
New +$10.9K ﹤0.01% 1610

Other funds holding HYZD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $514M AUM 17.77% 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 $1.55B AUM 28.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $93.1B AUM 61.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return