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 Q2	$19.1K	Buy	847 +18	+2%	+$406	﹤0.01%	1563
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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

SBI Securities's HYZD Position: Q2 2026 in Review

SBI Securities increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 2.2% in Q2 2026, buying an estimated $406 and bringing the position to 847 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

SBI Securities 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.

SBI Securities held 847 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $19.1K as of Q2 2026.
SBI Securities bought 18 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $406.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1563 holding.
SBI Securities 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 SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.