Smartleaf Asset Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Smartleaf Asset Management’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	$16.7K	Buy	758 +30	+4%	+$674	﹤0.01%	2056
2025 Q4	$16.4K	Buy	728 +25	+4%	+$562	﹤0.01%	2142
2025 Q3	$15.8K	Hold	703	–	–	﹤0.01%	1909
2025 Q2	$15.7K	Hold	703	–	–	﹤0.01%	1654
2025 Q1	$15.4K	Buy	703 +14	+2%	+$313	﹤0.01%	1743
2024 Q4	$15.4K	Sell	689 -8,770	-93%	-$196K	﹤0.01%	1793
2024 Q3	$209K	Hold	9,459	–	–	0.03%	484
2024 Q2	$207K	Sell	9,459 -3,221	-25%	-$70.8K	0.03%	371
2024 Q1	$279K	Sell	12,680 -60,101	-83%	-$1.31M	0.05%	296
2023 Q4	$1.58M	Buy	+72,781	New	+$1.55M	0.42%	55

Other funds holding HYZD

LPL Financial San Diego, California $377B AUM 19.32% 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 $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 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

Smartleaf Asset Management's HYZD Position: Q1 2026 in Review

Smartleaf Asset Management increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 4.1% in Q1 2026, buying an estimated $674 and bringing the position to 758 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Smartleaf Asset Management first reported a position in HYZD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.58M in Q4 2023. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

Smartleaf Asset Management held 758 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $16.7K as of Q1 2026.
Smartleaf Asset Management bought 30 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $674.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2056 holding.
Smartleaf Asset Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.58M in Q4 2023.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.