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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
Q2 		$17K Hold
758
– – ﹤0.01% 2098
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

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Smartleaf Asset Management's HYZD Position: Q2 2026 in Review

Smartleaf Asset Management held its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) position steady in Q2 2026 at 758 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

Smartleaf Asset Management first reported a position in HYZD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.58M in Q4 2023. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Smartleaf Asset Management held 758 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $17K as of Q2 2026.
  • Smartleaf Asset Management left its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund share count unchanged in Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2098 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 11 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 Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.