Systelligence LLC’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Systelligence LLC’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	$6.34M	Sell	281,841 -73,011	-21%	-$1.65M	1.06%	35
2026 Q1	$7.81M	Buy	+354,852	New	+$7.98M	1.52%	29

Other funds holding HYZD

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Systelligence LLC's HYZD Position: Q2 2026 in Review

Systelligence LLC reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 21% in Q2 2026, selling an estimated $1.65M and leaving 281,841 shares worth $6.34M. The position accounts for 1.06% of the portfolio, ranked #35.

Systelligence LLC first reported a position in HYZD in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.81M in Q1 2026. 6 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

Systelligence LLC held 281,841 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $6.34M as of Q2 2026.
Systelligence LLC sold 73,011 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $1.65M.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 1.06% of Systelligence LLC's portfolio in Q2 2026, its #35 holding.
Systelligence LLC first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2026 and has held it in 2 quarters since.
Systelligence LLC's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $7.81M in Q1 2026.
6 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Systelligence LLC's 13F filing for Q2 2026, filed 14 Jul 2026.